Wills and Trusts

At the Law Offices of Joseph A. Roman, we help people in all areas of estate planning, including wills and trusts, durable powers of attorney for health care, and probate administration.

As a full-service wills and trusts law firm, we do the job right the first time. When we create a trust for a client, we make sure that the documents are prepared and assembled correctly, and that the trust is properly funded.

We file the documents (deeds, assignments, and certification of trust assets) electronically, so that the trust comes into effect immediately, and with little or no effort required on the part of the client. Our goal is to execute will and trust matters efficiently, completely, and accurately.

The Law Offices of Joseph A. Roman help clients needing legal guidance in the areas of:

Wills
Trusts
Estate planning
Probate administration
Advanced health care directives
Living wills
Powers of attorney
American Indian Probate Reform Act of 2004
California Domestic Partnership Agreements (cohabitation agreements)
And other matters

Estate Planning for Native Americans

The American Indian Probate Reform Act of 2004 changed the rules governing how Native Americans can transfer estate assets. We understand the new statutes, and can advise our clients as to their rights under the Act, and how to properly plan for the orderly transition of estate assets.

Estate planning involves unique issues for Native Americans. The Law Offices of Joseph A. Roman can help make the complex provisions of the new law clear, so you can make the right decisions for your estate and your family.

To arrange for a consultation with estate planning lawyer Joseph A. Roman, call 760-323-2090 or contact us online.

Serving clients in Palm Springs, California, the Coachella Valley, and Palm Desert, Indian Wells, and surrounding areas in Riverside County

 

 




2825 TAHQUITZ CANYON WAY - SUITE D1 - PALM SPRINGS, CA 92262-6908
PHONE: (760) 323-2090 - FAX: (760) 323-2816

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