Estate Planning
Documents drafted in most plans are as follows: Revocable Living Trust, Pour-Over Will(s), Advanced Health Care Directive(s) and Power of Attorney(s).Because every estate plan is a unique family plan, Mr. Engle offers a complimentary consultation by phone or video-conferencing to begin the process. The goal of the consultation is for the client to better understand the estate planning documents and process so that Mr. Engle can learn the family's goals and objectives. For any Estate Planning questions, please call Joe
Trust Administration
Joe Engle advises Trustees regarding the administration of their Trusts. Trust administration can take place while the person(s) who created the Trust are alive and well, if the person(s) who created the trust becomes incapacitated or when the person(s) who created the Trust has passed away. A great deal of trust administration takes place after the person(s) who created the Trust has passed away. In these cases, Joe advises and works with the successor trustee regarding the legal steps required to settle the Trust estate efficiently.
For any trust administration questions, please call Joe. There will be no charge for the call.
Estate Administration
Estate administration takes place after the death of a loved one. If the decedent's estate has to be settled in the California Probate Court, Joe Engle, Esq. will file, manage and make appearances in the Probate Court regarding the Decedent's estate on behalf of the Petitioner.
For any estate administration questions, please call Joe. There will be no charge for the call.
CONTACT Joe Engle, Esq. 870 Hampshire RD, Suite S Westlake Village, CA 91361 Phone: 805-297-8121 Fax: 805-297-1088 EngleLegal.net