Crafted To Your Exact Wishes

KERRY SPENCE
Estate Plans, Inc.

Uncompromising attention to detail. Plans you can trust that make sense. Assurance that your intentions will be fulfilled.

customized, personal, and affordable

Rock Solid Plans Built With Care

Estate planning puts the power in your hands to direct what happens after you pass. No family should be without this essential coverage. Otherwise, probate court steps in, takes control and distributes your assets and financial holdings on your behalf.

There’s no reason to forfeit control over your legacy. We put together a reliable, straightforward, package of legal documents that make sense to your heirs and executor, and ensure that your instructions are followed as you intend. 

The process with KSEP is easier than you think and will empower you to make appropriate decisions. When it’s done, you can forget about it unless there are future amendments. We are there for you and your family every step of the way. 

Welcome to Our Small Firm

It's Your One Legacy, Let's Make It Perfect

Every single client gets our undivided attention and care in every flat-rate package. No surprises. We work with your specific needs to determine the right plan to fulfill your intentions, not more or less. 

The process is relaxed, friendly and simple. Most of it can take place by phone or video chat, until signatures. Your privacy is always completely protected. 

We’re people like you who expect competency and integrity when it comes to legal services. We’ll give you the time you need to understand the process and make choices that work for you and your loved ones. Call anytime. Ask for me personally. We never charge to talk.

KERRY SPENCE

Founder & CEO

Kerry

Included in All Plans

Estate Plan Documents

An estate plan is essentially a collection of legal documents that spells out what happens to your possessions and holdings at time of transition or in case of becoming incapacitated. Your instructions direct a specified person to distribute your assets to the beneficiaries you name and in the manner of your choosing. 

Last Will & Testament

This is a legal document that says who will inherit your property when you pass. California law requires that a will be witnessed by two people to be valid. If you don’t use a will...​

Revocable Living Trust

This document lists your property and who you want to give it to when you pass. Your trust is the place we record all your wishes and make sure they are carried out as you intended...

Power of Attorney

This lets you name a trusted person who will have the power to act for you, and make decisions on your behalf, when you are not mentally or physically able to act for yourself...

Health Care Directive

This document determines who oversees your medical care, makes health care decisions for you, and your specific instructions in the event you become incapacitated...

Property Deed

A deed is a legal document that lets you transfer ownership of real property, such as a house or land. There are three different types of deeds that you'll want to consider...

Guardianships

Guardianships are temporary legal relationships where an adult who isn't the child's parent provides care and manages the child's finances until they reach adult age...

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Additional Services

All of these services are included as part of our comprehensive estate plan packages. However, situations do arise where a good estate plan is not in place. If that happens, reach out to our team. We can assist you at any stage of the estate planning, settlement, and administration processes. You do not have to tackle any of this alone.

Probate Administration

If you find yourself dealing with Probate Court because someone did not put an estate plan together, we can help.

Special Needs Trusts

For those situations where a dependent needs specialized care and support in the event of guardian incapacity or transition.

Amendments to Plans

We include a review and amendment option in all of our packages, but if you already have a plan and want it checked and updated.

Trust Administration

When it's time to carry out the wishes of one's estate plan, we're there to make sure it goes smoothly and as intended.

Property Deeds

Transfers of properties must be handled correctly to avoid costly mistakes, especially with changes in law on the horizon.

Asset Protection

We can assist you with approaches to shield your assets from creditors, seizure, taxes, and other potential legal challenges.

Our stress-free approach

We Make the Complex Simple

Over the course of four meetings, scheduled two weeks apart, you can craft your estate plan exactly as you want it with us. We make it simple, straightforward, and stress free. We provide accurate and complete documents through a smart, transparent and streamlined process. On time. As quoted. Peace of mind.

Intake Meeting
We interview you about your individual needs. Then, we prepare rough drafts, provide a tailored action list and table to track the information you'll want to assemble.
Draft of Plan
We go over the draft version of the documents with you, line by the line, so you understand them and check that they correctly reflect your intentions and decisions.
Review & Sign
We use documents that are drafted by attorneys but read in plain English. These documents are easy to read and understand, both by you and whoever you designate.
Table of Assets
After documents have been signed, your assets and real property must be transferred to your trust to avoid probate (“funding the trust”). This is the most important part.
appreciation we treasure

What People Say About KSEP

Every single client deserves the very best we can offer. Nothing less. We’re proud of these words because we work hard to earn them. We look forward to earning your appreciation and adding your testimony one day soon. 

EVERYBODY HAS QUESTIONS

It's Easy To Get Started

Invest a few minutes with us and you’ll come away with a complete understanding of the estate planning process, how to make a plan that fulfills your needs and intentions, and a flat-fee quote that won’t change. 

Resources for You

Information, Insights, and Stories

We do our best to find and share or generate writing that will help you plan for your legacy and transition in all ways, from the basics of estate planning to the nuances of trust administration, from the sensitive side of preparing these documents to how we might extend our lives and enjoy greater longevity. 

Giving the Gift of Life

Over 100,000 people in the U.S. are waiting for an organ transplant. Unfortunately, many may never get the call saying that a suitable donor organ — and a second chance...

It’s Time NOW for Inclusive Estate Planning

“Really our law is designed for the nuclear, one-marriage family—the traditional, 1950s type of family—which just doesn’t exist anymore,” Danaya C. Wright, a law professor at the University of Florida...

Interview with Kerry Spence

There is a social justice advocacy need that runs in my family’s blood, a need to help the people. My social justice advocacy contribution is to help facilitate a more...

Last Will & Testament

A will is a legal document that says who will inherit your property when you die. Wills are not notarized, but California requires that a will be witnessed by two people for it to be valid in the eyes of the law. If you don’t use a will, or some other legal method to transfer your property when you die, state law determines what happens to your possessions, and your estate will go through probate.

Wills are used along with living trusts in most estate plans. You can think of them as kind of a backup plan for the living trust. Imagine that you won a big lottery prize and died from the excitement. Those winnings would not be covered by your living trust so they would go through probate before your loved ones could inherit the money. They would probably have to wait six months to a year and lose a significant percentage to legal and court fees. If you named someone in your will to receive any of your assets that aren’t covered by your living trust, they would get the asset without going through probate. You could also include instructions in your will for how these additional assets are divided among your beneficiaries. This way your wishes will be followed.

A will serves other purposes as well:

  • You can name alternate people to inherit your property in case your first choices change before you die
  • You can name an executor who will over see the distribution of your property after you die

Revocable Living Trust

A trust is simply an arrangement where you (we call you the trustee) holds a legal title to valuable property (we call them assets) for another person (they are called the beneficiary). Simply put, the living trust we create for you is a signed and notarized legal document that lists your property and who you want to give it to when you die. It’s called a living trust because we create it for you while you are living. You will be the trustee of your own living trust, which means that you keep full control over all property listed “held” in trust for as long as you live. Your trust is the way we can record all your wishes and make sure they are carried out.

You can change your trust at any time, and it’s important to review your trust anytime your assets, or your wishes, change. Your trust will designate someone (your successor trustee) who will take care of your trust after you are gone, and make sure your wishes are carried out and it contains all the instructions your executor will need to properly distribute your assets to the correct beneficiaries. Different kinds of living trusts can help you avoid probate, reduce estate taxes, or set up long-term property management.

Most living trusts are “revocable” living trusts because you can change your trust at any time, and it’s important to review your trust anytime your assets, or your wishes change. You can even revoke them completely so they don’t exist anymore.

Power of Attorney

A power of attorney is a legal document that lets you name a trusted person who will have the power to act for you, and make decisions for you, when you are not mentally or physically able to act for yourself. They call them durable because the document remains in effect even though you are incapacitated and unable to act on your own. Ordinary powers of attorney are not durable because they automatically end if the person who makes them loses the mental capacity to act.

There are usually two types of durable powers of attorney that allow someone to make decisions for you regarding either medical health care issues, or financial issues. It’s recommended that you have both of these documents in place. You can name the same person for both powers of attorney if you wish, but separate documents will keep privileged medical information away from people who only need to know financial details, and vice versa.