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Why choose this provider?
At times, estate planning clients don't need a full trust but still want their wishes clearly documented. In Fontana, Ravi Patel prepares will-based plans that include powers of attorney, advance health care directives, and simple wills with guardianship and distribution instructions. These are suitable when real estate isn't involved or when clients want to keep matters basic without sacrificing legal validity. Patel makes sure the documents are executed properly and reflect the person's current family and financial picture. If their circumstances change, the plans can be updated easily, and Patel makes this process as hassle-free as possible. He walks them through what these documents do — and don't do — so that expectations remain realistic.
- Estate Planning
- Trust Administration
- Heggstad Petitions