Accessibility Statement Skip Navigation
  • Why PRWeb
  • How It Works
  • Who Uses It
  • Pricing
  • Login
  • GDPR
  • Create a Free Account
Return to PRWeb homepage
  • News
  • Resources
  • Contact
When typing in this field, a list of search results will appear and be automatically updated as you type.

Searching for your content...

No results found. Please change your search terms and try again.
  • News in Focus
      • Browse News Releases

      • All News Releases
      • Multimedia Gallery

      • All Multimedia
      • All Photos
      • All Videos
  • Business & Money
      • Auto & Transportation

      • Aerospace, Defense
      • Air Freight
      • Airlines & Aviation
      • Automotive
      • Maritime & Shipbuilding
      • Railroads and Intermodal Transportation
      • Supply Chain/Logistics
      • Transportation, Trucking & Railroad
      • Travel
      • Trucking and Road Transportation
      • View All Auto & Transportation

      • Business Technology

      • Blockchain
      • Broadcast Tech
      • Computer & Electronics
      • Computer Hardware
      • Computer Software
      • Data Analytics
      • Electronic Commerce
      • Electronic Components
      • Electronic Design Automation
      • Financial Technology
      • High Tech Security
      • Internet Technology
      • Nanotechnology
      • Networks
      • Peripherals
      • Semiconductors
      • View All Business Technology

      • Entertain­ment & Media

      • Advertising
      • Art
      • Books
      • Entertainment
      • Film and Motion Picture
      • Magazines
      • Music
      • Publishing & Information Services
      • Radio & Podcast
      • Television
      • View All Entertain­ment & Media

      • Financial Services & Investing

      • Accounting News & Issues
      • Acquisitions, Mergers and Takeovers
      • Banking & Financial Services
      • Bankruptcy
      • Bond & Stock Ratings
      • Conference Call Announcements
      • Contracts
      • Cryptocurrency
      • Dividends
      • Earnings
      • Earnings Forecasts & Projections
      • Financing Agreements
      • Insurance
      • Investments Opinions
      • Joint Ventures
      • Mutual Funds
      • Private Placement
      • Real Estate
      • Restructuring & Recapitalization
      • Sales Reports
      • Shareholder Activism
      • Shareholder Meetings
      • Stock Offering
      • Stock Split
      • Venture Capital
      • View All Financial Services & Investing

      • General Business

      • Awards
      • Commercial Real Estate
      • Corporate Expansion
      • Earnings
      • Environmental, Social and Governance (ESG)
      • Human Resource & Workforce Management
      • Licensing
      • New Products & Services
      • Obituaries
      • Outsourcing Businesses
      • Overseas Real Estate (non-US)
      • Personnel Announcements
      • Real Estate Transactions
      • Residential Real Estate
      • Small Business Services
      • Socially Responsible Investing
      • Surveys, Polls and Research
      • Trade Show News
      • View All General Business

  • Science & Tech
      • Consumer Technology

      • Artificial Intelligence
      • Blockchain
      • Cloud Computing/Internet of Things
      • Computer Electronics
      • Computer Hardware
      • Computer Software
      • Consumer Electronics
      • Cryptocurrency
      • Data Analytics
      • Electronic Commerce
      • Electronic Gaming
      • Financial Technology
      • Mobile Entertainment
      • Multimedia & Internet
      • Peripherals
      • Social Media
      • STEM (Science, Tech, Engineering, Math)
      • Supply Chain/Logistics
      • Wireless Communications
      • View All Consumer Technology

      • Energy & Natural Resources

      • Alternative Energies
      • Chemical
      • Electrical Utilities
      • Gas
      • General Manufacturing
      • Mining
      • Mining & Metals
      • Oil & Energy
      • Oil and Gas Discoveries
      • Utilities
      • Water Utilities
      • View All Energy & Natural Resources

      • Environ­ment

      • Conservation & Recycling
      • Environmental Issues
      • Environmental Policy
      • Environmental Products & Services
      • Green Technology
      • Natural Disasters
      • View All Environ­ment

      • Heavy Industry & Manufacturing

      • Aerospace & Defense
      • Agriculture
      • Chemical
      • Construction & Building
      • General Manufacturing
      • HVAC (Heating, Ventilation and Air-Conditioning)
      • Machinery
      • Machine Tools, Metalworking and Metallurgy
      • Mining
      • Mining & Metals
      • Paper, Forest Products & Containers
      • Precious Metals
      • Textiles
      • Tobacco
      • View All Heavy Industry & Manufacturing

      • Telecomm­unications

      • Carriers and Services
      • Mobile Entertainment
      • Networks
      • Peripherals
      • Telecommunications Equipment
      • Telecommunications Industry
      • VoIP (Voice over Internet Protocol)
      • Wireless Communications
      • View All Telecomm­unications

  • Lifestyle & Health
      • Consumer Products & Retail

      • Animals & Pets
      • Beers, Wines and Spirits
      • Beverages
      • Bridal Services
      • Cannabis
      • Cosmetics and Personal Care
      • Fashion
      • Food & Beverages
      • Furniture and Furnishings
      • Home Improvement
      • Household, Consumer & Cosmetics
      • Household Products
      • Jewelry
      • Non-Alcoholic Beverages
      • Office Products
      • Organic Food
      • Product Recalls
      • Restaurants
      • Retail
      • Supermarkets
      • Toys
      • View All Consumer Products & Retail

      • Entertain­ment & Media

      • Advertising
      • Art
      • Books
      • Entertainment
      • Film and Motion Picture
      • Magazines
      • Music
      • Publishing & Information Services
      • Radio & Podcast
      • Television
      • View All Entertain­ment & Media

      • Health

      • Biometrics
      • Biotechnology
      • Clinical Trials & Medical Discoveries
      • Dentistry
      • FDA Approval
      • Fitness/Wellness
      • Health Care & Hospitals
      • Health Insurance
      • Infection Control
      • International Medical Approval
      • Medical Equipment
      • Medical Pharmaceuticals
      • Mental Health
      • Pharmaceuticals
      • Supplementary Medicine
      • View All Health

      • Sports

      • General Sports
      • Outdoors, Camping & Hiking
      • Sporting Events
      • Sports Equipment & Accessories
      • View All Sports

      • Travel

      • Amusement Parks and Tourist Attractions
      • Gambling & Casinos
      • Hotels and Resorts
      • Leisure & Tourism
      • Outdoors, Camping & Hiking
      • Passenger Aviation
      • Travel Industry
      • View All Travel

  • Policy & Public Interest
      • Policy & Public Interest

      • Advocacy Group Opinion
      • Animal Welfare
      • Congressional & Presidential Campaigns
      • Corporate Social Responsibility
      • Domestic Policy
      • Economic News, Trends, Analysis
      • Education
      • Environmental
      • European Government
      • FDA Approval
      • Federal and State Legislation
      • Federal Executive Branch & Agency
      • Foreign Policy & International Affairs
      • Homeland Security
      • Labor & Union
      • Legal Issues
      • Natural Disasters
      • Not For Profit
      • Patent Law
      • Public Safety
      • Trade Policy
      • U.S. State Policy
      • View All Policy & Public Interest

  • People & Culture
      • People & Culture

      • Aboriginal, First Nations & Native American
      • African American
      • Asian American
      • Children
      • Diversity, Equity & Inclusion
      • Hispanic
      • Lesbian, Gay & Bisexual
      • Men's Interest
      • People with Disabilities
      • Religion
      • Senior Citizens
      • Veterans
      • Women
      • View All People & Culture

  • Hamburger menu
  • Cision PRWeb provides efficient communication tools to continuously engage with target audiences across multiple online channels
  • Create a Free Account
    • ALL CONTACT INFO
    • Contact Us


      11AM ET Sunday – 8PM ET Friday

  • Send a Release
  • Sign up
  • Log in
  • Resources
  • RSS
  • GDPR
  • News in Focus
    • Browse All News
    • Multimedia Gallery
  • Business & Money
    • Auto & Transportation
    • Business Technology
    • Entertain­ment & Media
    • Financial Services & Investing
    • General Business
  • Science & Tech
    • Consumer Technology
    • Energy & Natural Resources
    • Environ­ment
    • Heavy Industry & Manufacturing
    • Telecomm­unications
  • Lifestyle & Health
    • Consumer Products & Retail
    • Entertain­ment & Media
    • Health
    • Sports
    • Travel
  • Policy & Public Interest
  • People & Culture
    • People & Culture
  • Send a Release
  • Sign up
  • Log in
  • Resources
  • RSS
  • GDPR
  • Send a Release
  • Sign up
  • Log in
  • Resources
  • RSS
  • GDPR
  • Send a Release
  • Sign up
  • Log in
  • Resources
  • RSS
  • GDPR

Atascadero estate planning attorney releases an estate planning checklist for California residents


News provided by

Daner Law Firm

Sep 22, 2023, 03:00 ET

Share this article

Share toX

Share this article

Share toX

Make estate planning easy with an estate planning checklist from the Atascadero estate planning attorney.
Make estate planning easy with an estate planning checklist from the Atascadero estate planning attorney.

Estate planning is a crucial step for individuals in California to ensure that their assets and loved ones are protected in the event of their passing. However, navigating the complexities of estate planning can be overwhelming. To streamline the process, Adam Daner, Esq. Atascadero estate planning attorney with the Daner Law firm, has compiled a comprehensive checklist specifically tailored to California's legal requirements and considerations.

PASO ROBLES, Calif., Sept. 22, 2023 /PRNewswire-PRWeb/ -- Estate planning is a crucial step for individuals in California to ensure that their assets and loved ones are protected in the event of their passing. However, navigating the complexities of estate planning can be overwhelming. To streamline the process, Adam Daner, Esq. Atascadero estate planning attorney with the Daner Law firm, has compiled a comprehensive checklist specifically tailored to California's legal requirements and considerations.

The following checklist can help individuals be better prepared to create a solid estate plan that reflects their wishes and secures their legacies:

Estate planning can be a complex process, but the right guidance helps effectively navigate the process.

Post this
  • Consulting an estate planning attorney is the first step on any estate planning journey. It is vital to seek the guidance of an experienced attorney who possesses the expertise necessary to navigate California's specific laws and regulations, ensuring that the estate plan complies with all legal requirements. An attorney can also provide invaluable advice tailored to any unique circumstances, such as minimizing tax liabilities, protecting assets, and selecting appropriate fiduciaries.
  • Create a will: The will is a foundational document that outlines how assets will be distributed after your death. It is essential to clearly state beneficiaries, appoint an executor to manage the distribution process, and include any specific instructions or bequests. Working with the Atascadero estate planning attorney can help ensure that the will is properly drafted, signed, and witnessed in accordance with California law.
  • Establish a living trust: Setting up a living trust offers numerous benefits, including avoiding probate, maintaining privacy, and enabling the efficient transfer of assets after death. Consulting with an attorney determines whether a revocable or irrevocable trust is best suited and ensures the trust is correctly funded.
  • Appoint an executor, trustee, and guardian: Selecting individuals you trust to fulfill important roles within an estate plan is crucial. Designatean executor to handle the distribution of assets according to the will, a trustee to manage and distribute assets within the trust, and a guardian for minor children or dependents.
  • Plan for healthcare: Consider establishing an Advance Healthcare Directive and appointing a healthcare agent to make medical decisions on your behalf if you become incapacitated. Additionally, a Durable Power of Attorney for Finances grants a trusted person the authority to manage financial affairs if you are unable to do so.
  • Review and update beneficiary designations: Regularly review and update beneficiary designations on life insurance policies, retirement accounts, and other assets. Beneficiary designations override any instructions in the will, so it's crucial to ensure they are current.. Changes in marital status, births, deaths, or estrangements might necessitate updating these designations.
  • Consider estate tax planning: California imposes estate taxes on estates exceeding a certain threshold. Work with an attorney to explore strategies to minimize potential estate tax liabilities, such as gifting strategies, charitable donations, or establishing a family trust. Understanding the applicable tax laws and utilizing appropriate planning tools can help protect the value of an estate and maximize the wealth transfer to beneficiaries.

Estate planning can be a complex process, but the right guidance and a comprehensive checklist from the Atascadero estate planning attorney from Daner Law Firm, helps effectively navigate the process.

Estate planning helps people be sure that possessions, real estate holdings, investments and other assets are distributed according to their wishes upon their death. Certain aspects of estate planning also provide for the management of possessions and holdings during a person's lifetime. A properly and legally documented estate plan not only makes sure that the estate is managed and distributed according to one's wishes upon their death, it is also important for avoiding probate.

Adam M Daner of Daner Law Firm, APLC assists clients with all aspects of estate planning and offers free initial consultations for new estate planning clients. Mr. Daner was admitted to the California bar in 1994 and practiced law in Southern California for several years, was associated with leading law firms and representing substantial corporations on a variety of legal matters, before moving to Atascadero and opening his own law firm in 2004.

Mr. Daner has served on several non-profit boards including the Zoological Society of the Charles Paddock Zoo. He coaches football at Atascadero High School. Mr. Daner is a member of the Rotary Club of Atascadero as well as the General Counsel/Vice President of the Atascadero Chamber of Commerce Foundation. Mr. Daner is also a member of the San Luis Obispo Builder's Exchange and has conducted numerous legal seminars throughout San Luis Obispo County.

Daner Law Firm
4555 El Camino Real, Unit J
Atascadero CA 93422
(805) 464-5003

Media Contact

Scott Brennan, Access Publishing, (805) 226-9890, [email protected]

SOURCE Daner Law Firm

Modal title

Contact PRWeb

  • 11AM ET Sunday – 8PM ET Friday
  • Contact Us

About PRWeb

  • About PRWeb
  • Partners
  • Partnership Programs
  • Editorial Guidelines
  • Resources

Why PRWeb

  • Why PRWeb
  • How It Works
  • Who Uses It
  • Pricing

Accounts

  • Create a Free Account
  • Log in
  • Contact Us

Do not sell or share my personal information:

  • Submit via [email protected] 
  • Call Privacy toll-free: 877-297-8921

Contact Cision

Products

About

My Services
  • All News Releases
  • Online Member Center
  • ProfNet
Cision Distribution Helpline
888-776-0942
  • Legal
  • Site Map
  • RSS
  • Cookie Settings
Copyright © 2025 Cision US Inc.