1003 Third Street, San Rafael, California 94901

Dedicated San Rafael, California Estate Planning Attorneys Protect Your Legacy

Representing individuals, families and businesses since 1980

At the Law Offices of J.R. Hastings, we develop estate plans that are beneficial now and well into the future for our clients. For more than 30 years, our firm has focused on estate and succession plans for individuals and businesses throughout Marin, Sonoma, Contra Costa, San Francisco and adjacent Bay Area counties. Estate plans are vital for the future of your assets and your heirs, so it is important to seek the help of a law firm that knows how to create a plan that is valid and comprehensive.

What is estate planning?

Your estate consists of the bank and investment assets and real property you own, including retirement plans and life insurance policies. Our California estate planning attorneys can use a variety of tools to guard these assets, protect your legacy, and ensure your estate is transferred to your loved ones efficiently. We can guide you when naming an executor who will be in charge of handling your estate and create a will delineating who receives which assets upon your death. We can also draw up a durable power of attorney and advance medical directive that safeguards your rights while you are still alive. In addition, we handle ownership succession plans for businesses of all types, including Limited Liability Companies.

From your perspective, estate planning may be summed up as follows:

We want to control our property while we are alive, take care of us and our loved ones if we become disabled, and give what we have to whom we want, the way we want and when we want. Furthermore, if we can, we want to save every last tax dollar, professional fee and court cost legally possible.

How we help

When you come to the Law Offices of J.R. Hastings for your estate planning needs, we suggest you bring the following with you, if applicable:

  • Completed Proprietary Information Kit (which we will mail or email to you)
  • Copies of real estate deeds
  • Bank and investment account statements
  • Copies of life insurance policies
  • A short summary of your assets
  • Copies of existing estate planning documents (if any)

Once we have thorough interviews with you and collect the documents relating to you assets, we draft a plan that will work for you, your family and your beneficiaries. Our firm not only examines your financial picture when preparing an estate plan; we also get to know your personal values, objectives and goals, which gives us a greater understanding of how to carry out your wishes in an estate plan.

In most cases, our clients sign their new estate plans within three weeks of initiation. Before your plan is finalized, the draft documents will be mailed to you for review, questions and edits. After signing, there is usually an additional appointment to review any final questions you have and to ensure completion of all tasks, especially those relating to the title and beneficiary designations of your assets.

Contact the estate planning attorneys at the Law Offices of J.R. Hastings today for effective counsel

If you are in need of a comprehensive estate or succession plan for yourself or your business, call the Law Offices of J.R. Hastings today at 415-459-6635 or contact us online at https://www.jrhastingslaw.com/ to schedule a free initial consultation. Our office is located in San Rafael and Mill Valley, California, and we represent clients throughout Marin, Sonoma, Contra Costa, San Francisco and adjacent Bay Area counties.

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