Dana Point Estate Planning Attorney

Plan for your family’s future with the help of our Estate Planning Lawyer
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Plan for and protect the future of your loved ones.
Get Started Today!
Plan and protect your loved ones' future.

Dana Point is located in Southern California. It’s a surf town that brings together luxury amenities and beach community culture. It has been known for many years for it’s beautiful harbor, which is home to thousands of sail and power boats. This idyllic destination was named after Richard Henry Dana Jr., an author. 

Demographics of Dana Point, CA

Dana Point has a population of 33,351 with a population density of 1,131.1 people per square mile. The most recent Census reported that 99.3% of the population lives in households, 5% live in non-institutionalized group quarters, and 0.2% live in institutions. 

There are over 14,000 households with 24.4 of them having children under the age of 18 living in them. 48.7% of the households are opposite-sex married couples living together, 8.7% had a female householder with no husband, and 4.5% have a male householder with no wife.

5.5% of these households are unmarried opposite-sex partnerships, and 1% consists of same-sex married couples or partnerships. 28.3% of households are made up of individuals. 

The average household is 2-3 people, and 61.9% of these households are families. The average family size is 2-3 people. 

When it comes to age distribution, 17.9% is under the age of 18, 7.6% is aged 18 to 24, 24.8% is aged 25 to 44, and 32.8% is aged 45 to 64. 17% of the population is over the age of 65. The median age is 44.8 years old.

Dana Point has a median household income of $80,938, with 8.4% of the population living below the federal poverty line. 

Creating an Estate Plan with our Dana Point Estate Planning Lawyer 

With the majority of the population in late middle age, it’s important to make sure that your estate is in order. It’s crucial to prepare for the future and work with a skilled Dana Point wills and trust attorney. 

Estate Planning

Estate planning is essentially creating a plan for the transfer of your property and assets after your death. Your estate consists of all the property you own.

While many people believe that estate planning should only happen after you retire or when faced with a terminal illness or injury, the reality is that an accident or other situation can arise without warning. The prudent thing is to have the documents in place before they are needed.

Estate planning is best done by an experienced estate planning lawyer in Dana Point while you’re legally competent and in good mental health.  Your estate plans should be reviewed and updated throughout your life.

Wills and Trusts

Dana Point living trust lawyer can help you make a plan catered to your individual needs to determine who will inherit from you and who will settle your affairs when you’ve passed away.

If you don’t work with a Dana Point wills attorney or create a written will or trust, your estate will go through probate where the court will decide who inherits your property. 

A Dana Point wills lawyer will help you ensure that your family is taken care of and won’t have to go through a lengthy and financially draining probate process. 

Probate Law

If you own your home or any other real estate or have more than $150,000 in assets, your estate will be subject to probate if you do not have a will or trust. Probate will determine who is the rightful heir to your estate.

Instead of letting the courts decide for you, it’s best to ensure your family’s future without you by working with a Dana Point probate attorney who can help you ensure who gets your property. 

However, if you’re already going through a probate process or will soon, you need the help of experienced Dana Point probate lawyers that can help expedite the process through the court system.

Trust Administration

Trustees typically have a lot of responsibilities after someone has passed away. An experienced trust administration lawyer in Dana Point, CA can help guide the trustee through the process and assist with collecting the assets and distributing them appropriately. 

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Estate Planning Attorney in Orange County, CA
Wills & Trusts, Estate & Trust Administration, Probate, and Health Care Power of Attorney
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