Trusts And Estates

At Davert Law Corporation, we advise our clients on legal strategies that may simplify or altogether avoid the probate process. In addition, we help our clients limit funds owed to the government for estate or inheritance taxes. During consultations, we explain the advantages of including trusts in an estate plan according to each client's circumstances.

Legal complications can create roadblocks for beneficiaries, executors, and others after the passing of a loved one. Choosing an experienced lawyer can help those affected navigate the legal process efficiently and with reduced stress during a difficult time.

Comprehensive Probate And Trust Services

We instruct our clients on utilizing various methods to avoid or streamline probate such as:

  • Joint property ownership
  • Death beneficiaries
  • Revocable living trusts
  • Gifts
  • Probate exemption

If a circumstance arises in which the validity of the estate is challenged, we are practiced trial attorneys and can develop strategies for obtaining a satisfactory resolution in matters such as:

  • Will disputes
  • Undue influence
  • Issues of incapacity
  • Breach of fiduciary duty

We offer estate administration services, including ongoing business concerns. In this capacity, we contact beneficiaries, inventory estate property, disburse the debt owed to creditors and tax agencies, and provide counsel to trustees relating to ongoing concerns.

For more information on our trusts and estates services, complete our online form, or call 877-529-9154. Our office in Orange serves all area businesses within California.