Most of San Diego Business Law’s clients want to make their executor’s job as easy as possible. There are many situations that need to be handled and aren’t covered by estate planning. Some of these questions are:

-Who should be notified about your death and funeral?

-Do you want a funeral or a memorial ceremony? If so, what kind?

-Do you want people to send flowers, or would you prefer donations to a charity?

-Did you prepare a will or living trust? Where is the original?

-Did you own a life insurance policy, pension, retirement account, or annuity? Where are the documents stored?

-Where did you have bank accounts? Did you have a safe deposit box?

-Did you have stock, bonds, or money in mutual funds? Where are the documents kept?

-If you owned real estate, where are the deeds?

While most of our clients know this information, their family members may not. These matters can be very difficult to sort out and can result in expensive or painful losses if they are not discussed before your death. Often times benefits, stocks, and bonds go unclaimed and are turned over to the state. Relatives or family friends may not be promptly informed of a death and would therefore loose valuable pieces of family history which could’ve been passed down through the family. While this can be time consuming, it is usually not difficult. Think about the following categories:

-Funeral plans

-Insurance policies

-wills, living trust, deeds, and other important documents

-pensions and retirement accounts

-various funds

-items in safes and safe deposit boxes

-family heirloom locations

Living Wills and Trusts - Overview
Living Wills and Trusts - Estate Executor
Living Wills and Trusts - Right to Inheret
Living Wills and Trusts - Preparing for the Worst
Living Wills and Trusts - Multiple Benefeciaries

Victoria Boynton, San Diego Business Lawyer emphasizes legal expertise in San Diego for:

• Business Law
• Contract Law
• Trademark Law
• Copyright Law
• Wills and Trusts
• Arbitration
• Power of Attorney
• HYATT Legal Plan
• Signature Legal Plan

San-Diego-Business-Lawyer.com represents clients in both commercial and residential real estate transactions. We have years of experience in sales, exchanges, negotiation, drafting, finance, loan workout, restructurings, sale-leasebacks, acquisitions, and even more of the intricacies of the real estate world that most law firms don’t even begin to understand.

San-Diego-Business-Lawyer.com represents clients in both commercial and residential real estate transactions. We have years of experience in sales, exchanges, negotiation, drafting, finance, loan workout, restructurings, sale-leasebacks, acquisitions, and even more of the intricacies of the real estate world that most law firms don’t even begin to understand.

With our range of clients, San-Diego-Business-Lawyer.com advises our clients on everything that could possibly arise in the course of their business. We offer a unique approach to a business man’s situations – that of a business man. While it may seem so obvious to you, as a business owner, we have found that many lawyers forget to take into account the business view of the situation and only look at the logistics. We have found that if you can not understand where your client is coming from than you can not help them.

It is for this reason that we have the understanding and ability to advise our clients in every aspect of business planning. We deal with choice of entity and formation of new corporations, limited liability companies and partnerships, board of directors and shareholder agreements, joint venture agreements, supply agreements, franchise arrangements, licensing and distributorship agreements, leasing transactions, general contract law matters, and many more legal matters that may arise.

We provide free consultation for business law, contract law, trademark law issues and for wills and trusts in San Diego California. Contact a San Diego Business Lawyer today.