A thorough and complete estate planning must take into account a significant amount of information about your assets, your family, your property, and your wishes during and after your life.

Complete the Estate Planning Questionnaire prior to your appointment with an estate planning attorney in Westlake, Oxnard, Ventura County at Schneiders & Associates, L.L.P.:

Download Questionnaire for Couples

Download Questionnaire for Single Persons

Download Questionnaire in Spanish

A well-considered estate plan can:

  • Provide for Incapacity
  • Avoid Probate
  • Provide for your minor children
  • Eliminate or Reduce Potential Estate Taxes
  • Provide Asset Protection
  • Provide Charitable Bequests
  • Business Succession Planning
  • Provide for Non-Traditional Families

We can assist you in drafting and finalizing Estate Planning Instruments, such as:

  • Last Will and Testament
  • Living Trust
  • Durable Power of Attorney for Management of Property and Personal Affairs
  • Advance Health Care Directives
  • Retirement and Pension Plans: Beneficiary Designations
  • Gun Trust
  • Pet Trust
  • “Funding” the Trust with Real Estate Deed Transfers

Our firm regularly assists families with sophisticated Advanced Estate Planning techniques, including:

  • Family Limited Partnerships
  • Qualified Personal Residence Trusts
  • Irrevocable Life Insurance Trust
  • Charitable Split-Interest Gifts (CRT/CLT)
  • Non-Charitable Split Interest Gifts (QPRT/GRAT/GRUT)
  • Dynasty Trust
  • Self-Canceling Installment Note (SCIN)
  • Intentionally-Defective Grantor Trust (IDGT)
  • Private Annuity

Our estate planning attorneys at Schneiders & Associates, L.L.P. serving Westlake , Oxnard, Ventura County, CA have the expertise and experience to assist any family situation in devising and implementing the most suitable plan. Please download the Estate Planning Questionnaire or contact our office in Oxnard and Westlake to request a copy. Once completed, you are invited to schedule a no-charge consultation with one of our knowledgeable estate planning attorneys to go over the Questionnaire and advise you of the best plan for you and an estimate of the cost.

Whether you are contemplating your estate planning or would like to make amendments to your existing estate planning instruments, contact the estate planning attorneys at Schneiders & Associates, L.L.P. Oxnard & Westlake in Ventura County for assistance..

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