Estate Planning

We can create a unique plan to meet your personal desires and goals. At Athlon, our estate plans are composed of a full suite of legal documents to help you achieve your planning goals.

Revocable Living Trusts

A revocable living trust is a legal agreement or arrangement that you enter into to plan for the management and distribution of your assets. Trust-based estate plans are often be more desirable than will-based estate plans.

Probate

Probate is a court-supervised process for distributing the assets of a deceased person.  A court will help ensure that the decedent’s debts are satisfied and that the lawful heirs receive clear title to the probate assets.

Guardianship

Guardianship is a court process in which a petitioner asks the court for legal authority to control and manage a minor’s person or estate. In California, a minor is an individual who is under 18 years of age.

Asset Protection

Do you work in a high-risk profession or operate a business with substantial liability exposure?  Do you worry that your personal assets are at risk in the event of a lawsuit? We can design and implement plans to help you minimize the exposure you face.

Business Succession Planning

Do you have a plan in place to ensure that your business will continue to run smoothly in the event of your death or incapacity? A sound plan will help ensure that the legacy you have created will continue for generations.

Not sure what service you need? We can help.
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