Start Planning for Your Future Today

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Estate planning is not just for the wealthy, and it does not have to be complicated or expensive. Gone are the days when you must choose between paying high prices or going without planning for your future. When it comes to arranging the management and disposal of your estate, turn to Agility Legal Solutions in San Diego, California.


We offer quality estate planning services for a myriad of relationships and scenarios. Learn more about how we can help you by reading the information below.

Power of Attorney

A power of attorney is an instrument containing an authorization for one to act as the agent of the principal that terminates at some point in the future either by its terms or by operation of law such as death of the principal or agent. Learn more at the US Legal website.


Full List of

Estate Administration Services

The following are the services we provide in San Diego County. Call today and learn how you can get a free estate planning guide!

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Trusts

  • Coordinate the transfer of assets into trusts, including bank accounts, stock transfers, and real estate deeds
  • Make income payments to trust beneficiaries
  • Draft fiduciary tax returns
  • Perform an investment analysis; with the trustee's approval, employ advisors or assistants as required
  • Perform routine trust accounting
  • As appropriate, prepare disclaimers in the beneficiary's interests
  • Advise the trustee of trust responsibilities
  • Distribute trust assets at termination of the trust
  • Draft petitions and proposed orders as necessary
  • Draft inter vivos trust agreements
  • Review wills for creation and direction of testamentary trusts; review court orders for creation and direction of statutory trusts
  • Maintain financial records of trusts
  • Coordinate periodic income and principal distributions from trusts
  • Correspond and communicate with trusts' grantors and beneficiaries
  • Draft inventories, accounts, and petitions for those trusts requiring adjudication
  • Obtain tax identification number for trust
  • Draft fiduciary income tax returns for trusts; inform trusts' beneficiaries of the tax liability of their distributions via IRS Schedules K-1
  • Draft intangible property tax returns for trusts and estates
  • Draft pleadings registering or terminating trusts and appointing or substituting trustees
  • Prepare schedule of allocations to trusts under will

Guardianship/Conservatorship

  • Draft petitions to commence proceedings, personal well-being reports, notices of right to appeal annual final accounts, restorations to capacity, and closing documents
  • Prepare accountings for guardianship and/or conservatorship
  • Conduct preliminary valuation of assets held by the ward/conservatee

Estate Administration

  • Prepare and maintain a calendar system, noting important estate administration deadlines, and court appearances
  • Determine whether decedent left a will and, if it exits, location of will
  • Obtain the will and draft necessary documents to file will with probate court
  • Order certified copies of documents, such as the death certificate
  • Draft documents to commence a probate proceeding; file the same with the probate court and act as liaison with court personnel while identifying interested parties by determining heirs, devisees, contingent beneficiaries, and creditors
  • Evaluate assets, verify bank balances, and prepare inventory
  • Arrange for filing death certificate in real estate records
  • Arrange for notice to creditors present to estate representation for approval; transmit claims to court
  • File life insurance claims and other death benefit claims
  • Determine assets requiring protection by evaluating current insurance coverage
  • Arrange for security of a decedent's homestead
  • Obtain and review income tax returns and other financial records
  • Maintain estate bank accounts and investments
  • Correspond with dividend disbursing agents
  • Make a preliminary analysis of assets held by the decedent for investment purposes, potential sale, liquidity needs, and beneficiaries' needs
  • Maintain all estate records
  • Draft individual, estate, fiduciary income, and gift tax returns
  • Obtain federal and state tax clearance to release any tax liabilities
  • Collect documentation for audit of tax returns
  • Draft tax returns for non-probate estate
  • Prepare miscellaneous petitions, such as application for spousal allowance or authority to erect grave marker
  • Ensure that assets are properly transferred to trust for adoptions (both private and agency)

Estate Planning Documents

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Advance Health Care Directive

In other states, this is often referred to as a “Power of Attorney for Health.” This power of attorney provides for health care decisions including authorization for an autopsy, anatomical donation, or disposition of remains. It stays in effect during the grantor's incompetency.

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Durable Power of Attorney

This power of attorney provides for decisions regarding property, financial, management, banking, business and other matters. It stays in effect during the grantor's incompetency.

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Living Trust Package

For effective lifetime and after-death property management and estate planning, we suggest opting for a Living trust. When you set one up, you are the Grantor; anyone you name within the trust who will benefit from the assets in the trust is a beneficiary. You may learn more by clicking on this link.

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Last Will and Testament

The California Probate Code Section 6100 through Section 8226 governs the execution of Wills and contains other provisions relating to Wills law. This summary is not intended to be all-inclusive of the law of Wills but does cover many material issues, please visit the US Legal website for more information.

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Complete Estate Plan

A Trust that has not been funded is essentially the same as having no Trust at all. There are certain steps that must be taken in order to include the assets of an Estate into a Trust.


All of the following is included for one rate:

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  • Preparation of a Living Trust
  • Pour Over Will

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  • Durable Power of Attorney
  • Advance Health Care Directive

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  • Trust Funding

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