Commonly referred to as the “American Riviera,” the city of Santa Barbara is famous for its elegant Spanish-style architecture, vast sandy beaches, and extensive history. It currently holds the title of county seat of Santa Barbara County and according to the 2020 U.S. Census it carries a population of around 89,000. While some of these residents have established estate plans, many Santa Barbara citizens have not filed the appropriate paperwork. As a result, these individual’s families may suffer financially in probate court due to the lack of proper planning.
With today’s ever-changing landscape, having an estate plan is imperative for everyone. A customized integrated estate plan that’s tailored to fit an individual’s needs will not only save their family from extreme stress and worry, but it will also protect them from exorbitant probate fees. To learn more, speak to a qualified Santa Barbara estate planning lawyer today with the legal team at Botti & Morison Estate Planning Attorneys, Ltd..
Santa Barbara Estate Planning Attorney | Santa Barbara County, CA
Estate planning and probate laws are two complicated areas of law that require extensive knowledge in multiple fields. That is why we highly encourage you to seek out assistance from a professional like the legal team at Botti & Morison Estate Planning Attorneys, Ltd.. The attorneys at Botti & Morison Estate Planning Attorneys, Ltd. have over 60 years of combined experience crafting tailor-made estate plans, assisting with probate and trust administration duties, litigating probate and/or trust disputes, and all other matters pertaining to estate planning, trust, probate, or elder law.
Get in contact with our office today by calling us at (877) 585-1885 or simply submit an online contact form. Botti & Morison Estate Planning Attorneys, Ltd. has offices in Santa Barbara and accepts clients throughout the state of California including Santa Barbara County cities such as Santa Maria, Solvang, Goleta, Montecito, Lompoc, Carpinteria, Isla Vista, and Santa Ynez.
- Estate Planning and Probate in Santa Barbara
- Santa Barbara Estate Planning Resources
- California Probate and Estates Resources
Estate Planning and Probate in Santa Barbara
A common fallacy about estate planning is that it’s only reserved for the “rich” and “wealthy.” However, the complete opposite is actually the truth. Every single person, no matter their age, financial background, or health should have a comprehensive and customized estate plan that addresses all their needs. Whether it’s drafting a simple will or utilizing a multi-layered asset protection approach with advanced estate planning instruments—every person needs an estate plan.
Failure to set up an estate plan could put an individual’s family or loved ones in financial jeopardy. Individuals who have died without an estate plan must have their assets redistributed under California’s intestate succession laws under a court-supervised process known as probate. Not only are the fees associated with probate extraordinary, but it’s very possible assets may be redistributed against the decedent’s final wishes because they failed to leave behind the proper estate planning documents.
The attorneys at Botti & Morison Estate Planning Attorneys, Ltd. offer a wide variety of estate planning, trust, probate, and elder law services. Some of these include, but are not limited to:
- Estate Planning
- Probate/Trust Administration
- Advanced Estate Planning
- Elder Law
- Updating or Modifying an Existing Estate Plan
Santa Barbara Estate Planning and Probate Resources
Santa Barbara County Probate Division – Visit the official website for Santa Barbara County’s Probate Division to learn more about how the probate clerk handles decedent’s estates, guardianship of minors, and conservatorships for elderly adults. Access the site to learn more about probate in Santa Barbara, court investigators, probate referees, and other information.
Probate Forms | Santa Barbara County Court – Access the Santa Barbara County Court site to review their wide selection of probate forms you may need. Here you can find petitions to initiate probate, petition for conservatorships/guardianships, and other information.
Probate Court Rules | Santa Barbara County – The Santa Barbara County Court website also provides a page that details the local rules for the court’s probate division. Access the site to learn more about petitions for instructions, probate fees, rules surrounding trusts, procedural rules, and other important information.
Santa Barbara County Public Administrator – Visit the official website for the Henry E. Hagen, CPA., who is currently the Treasurer, Tax Collector and Public Administrator for Santa Barbara County. Access the site to learn more about the role of a Public Administrator in probate, questions about personal representatives, responsibilities of the Public Administrator, among other important information.
Santa Barbara Center for Successful Aging – Visit the official website for the federally funded program Center for Successful Aging to learn more about their services to seniors in the community. Access the site to learn more about their various programs, self-help resources, and their appearances in the media.
California Wills, Trusts, and Probate Resources
California Statutes | Probate Code — Visit the official website for California’s Probate Code to learn more about the rules and regulations surrounding the court-supervised process known as probate. Access the site to learn the difference between executor and administrator, the procedural rules for probate, and laws surrounding the establishment of trusts.
Simplified Procedures to Transfer an Estate – Visit the official website for California Courts to learn more about various simplified procedures to transfer an estate. Access the site to determine if any of these simplified transfer procedures could apply to your estate.
Probate Referee Guide | California Courts – Visit the official website for the California Probate Referee’s Association to view their Probate Referee Guide pamphlet. Access the site to learn how a probate referee can assist in estate proceedings, frequently asked questions, and more.
Medi-Cal Providers – Visit the official website for California’s Medi-Cal program, which provides long-term care benefits to seniors who qualify. Access the site to learn more about the program’s benefits, how to qualify for benefits, issues with exempt and non-exempt property, various self-help resources, and how to apply to the program.
The Trusts and Estates Podcast – Visit the official website for the Executive Committee of Trusts and Estates Section of the California Lawyers Association (TEXCOM) to listen to their informative podcast known as Trust Me! Access their various episodes hosted by experienced estate planning lawyers on a multitude of topics related to estate planning, wills, and probate.
Estate Planning and Probate Lawyer, Santa Barbara | California
If you’re looking for professional assistance with your estate plan, trust/probate administration, litigating an estate planning matter, qualifying for long-term care benefits, or aid with any estate planning or probate issue, contact Botti & Morison Estate Planning Attorneys, Ltd.. Chris Botti and Paul Morison have over 60 years of combined experience crafting estate plans and assisting in all matters related to probate, wills, trusts, and elder law. With Botti & Morison Estate Planning Attorneys, Ltd. on your side, you can rest assured the future of your estate is in the right hands.
Call Botti & Morison Estate Planning Attorneys, Ltd. today at (877) 585-1885 to set up your first consultation with either Chris Botti or Paul Morison. Botti & Morison Estate Planning Attorneys, Ltd. has offices in Santa Barbara, but we also have locations in Ventura, Westlake Village, Bakersfield, San Luis Obispo, and Valencia.