Wills & Trust

Our estate planning practice emphasizes creating individualized plans tailored to meet the unique needs and goals of clients. Our attorneys leverage their experience in the probate courts and as trust administrators to aid and inform the creation of client trusts and estate planning documents. We offer informative advice and counsel as we create simple or complex wills and trusts to accomplish your estate planning objectives.

Emphasizing individualized plans also means leveraging a wider variety of trust types-including spendthrift trusts, insurance trusts, and other vehicles to insure the people you care about, are cared for. Contact a Loftin Firm LLP estate planning attorney today.

Probate and Estate Administration

The Loftin Firm LLP attorneys represent clients petitioning for probate or a probate contest, trustees of trusts, and beneficiaries of instruments that pass title outside of probate. Our probate attorney services are enhanced by a full team who can respond in specific, related areas, including, contracts, real estate, tax issues, and litigation. While most estate planning today passes title for assets outside of probate, there are many situations where a probate petition may be unavoidable.

Conservatorships for Vulnerable Adults

As part of our probate practice, our attorneys represent clients in probate conservatorships. A conservatorship is a legal proceeding where a responsible person is appointed to care for another, by a California Court. The focus is to ensure the vulnerable "conservatee" and their finances are cared for by the conservator. Depending on the seriousness of the vulnerability, in probate this can be either a limited conservatorship or a general conservatorship. There are also special mental health conservatorships known as Lanterman-Petris-Short Conservatorships. These are initiated by a government agency and focused on restrictive living arrangements- and are different from probate conservatorships.

For more information or to schedule an appointment with an experienced lawyer, please contact us.