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Estate Planning

Peace of mind with advanced planning.

The knowledge that you have a plan in place to protect your family in the event of your disability or death will give you and your family peace of mind. An Estate Plan is one of the most thoughtful and considerate things you can do for yourself and for those you love.

Everyone has an estate. Your "estate" is comprised of everything you own— your car, home, furniture, personal possessions, real estate, checking and savings accounts, investments and life insurance.  Whether large or small, everyone has an estate to protect, and there is one universal truth about your estate:  you can't take it with you when you die.

To ensure your wishes are carried out, you must provide detailed instructions stating whom you want to receive something of yours, what you want them to receive, and when they are to receive it. The primary goal of every estate plan it to ensure that your wishes are carried out with the least amount paid in taxes, legal fees, and court costs.

Revising your estate plan after divorce.  

Divorce, remarriage, death of a spouse, and birth of children are significant life events that give rise to the need to update your estate plan. Your divorce decree and all of the financial documents that you collected during your divorce will reduce the amount of paperwork you will need to gather for your attorney to revise your estate plan. We strive to make the process as seamless as possible.

The best time to plan your estate is NOW.
Don't wait. Create a plan now.  You can always change it later, and in fact you should review your estate plan every 5 years at minimum However, you cannot go back and create one after it is too late.  Your family will be grateful if you take the time to create your estate plan NOW.  

Call our office today to set up a consultation.

Areas We Serve

Based in Elk Grove, California, Shearer Law and Mediation serves clients in the Greater Sacramento area, including Placer and Amador Counties.