The Law Offices of Brian D. Russ regularly serves clients in Citrus Heights and is familiar with what’s needed to properly record real property transfer documents in Sacramento County.
Brian’s estate planning practice is designed to serve folks throughout Northern California. Whether it be in Citrus Heights (Sacramento County), Davis (Yolo County), or Roseville (Placer County), Brian is ready to serve his clients.
What’s interesting and what most people don’t realize is that estate planning law regularly overlaps with real estate matters and recording deeds is needed. Think about it, you want to plan your estate properly for your kids, and your real estate holdings may be your single largest asset. So you need an attorney that understands how to properly transfer your real estate assets to protect your interests.
So What Do Most Citrus Heights Residents Need in an Estate Plan?
I always recommend BDR’s Four-Part Plan. My plan includes the following four elements:
- Living Trust (including a trust transfer deed for one real property)
Durable Power of Attorney
Advanced Health Care Directive
It’s not enough to only have a trust or a will in place – you need to have a plan in the event you become incapacitated. You need to have a Durable Power of Attorney and Advanced Health Care Directive in the event of incapacity. These documents allow your designated agents to act on your behalf if you can’t make decisions for yourself.