Rancho Cucamonga, Fontana, Ontario, Upland,

Claremont, Rialto, Eastvale, Corona

909-945-2775

            officemarybader@verizon.net

Attorney At Law

Mary M. Bader

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UNDERSTANDING WHY YOU NEED A TRUST OR

A WILL IS CRUCIAL.

Information is key in deciding the best alternatives for your estate planning needs.  Mary meets individually with each client to discuss their estate issues and concerns.  She serves as a sounding board to help you make decisions, then crafts an estate plan that meets your wishes.

Generally if an estate has a gross value of over $150,000 it must be probated [unless there is a trust as discussed below]. If the decedent did not have a will or a trust, the Court will determine who is to administer the estate, the authority of the administrator to act, and who will be the heirs at law. By leaving a will, you tell the Court who you want as your executor, who your beneficiaries will be and what authority you want your executor to have. If you have a minor child, you state your nominatee to act as their legal guardian.  Your last will and testimony gives voice to your wishes.

What is the purpose for a will?

Because your real estate, bank accounts, etc. become assets of the

trust, a probate of your estate is unnecessary.  In addition, if you

become incapacitated and cannot manage your trust, the document

provides for a successor trustee to take over without any Court action.  

A trust can also provide for payments for your child’s health, education

and welfare up to an age set by you. Like a will, you determine your

beneficiaries.   Because trusts are not managed through the Probate

Court, they are not of public record.

What is the purpose of a revocable trust?

Serving Rancho Cucamonga

and the Inland Empire since 2011.

Estate Planning which reflects your wishes.

909-945-2775