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Our Services

California Special Needs Attorneys

Special Needs Planning

At Golden State Trusts, we know the unique challenges that families with special needs face. That's why we offer comprehensive special needs planning services that are designed to protect your loved one's financial future and ensure that they receive the care and benefits they require. This type of planning is not something we like to "sell". Our goal is to provide you with the best documents, coordination and guidance possible. We get it. This particular area of planning is less of a luxury and more of a requirement. Therefore, we offer longer payment arrangements and sensitivity when it comes to our families with special needs. The stress of keeping it all together can be overwhelming. We want to help you move forward and succeed with peace of mind, not hinder it.

"I don't need easy. I just need possible." - Bethany Hamilton

Our Special Needs Planning Pakages

01.

Special Needs Family Trust Plan

  • Revocable Living Trust

  • Special Needs Trust

  • Pour Over Will

  • General Power of Attorney 

  • Health Care Power of Attorney

  • Deeds for Real Estate

02.

Minor Child Emergency Plan

  • Medical Power of Attorney 

  • Nomination of Temporary Guardian Form 

  • Letter of direction for caregiver or sitter in the event of an emergency 

  • Letter to First Responders

  • Important Healthcare Information Form

  • Instructions to Caregiver

  • Instructions to Guardian

03.

Third Party Special Needs Plan

  • Stand Alone Special Needs Trust

  • Pour Over Will

  • General Power of Attorney

  • Health Care Power of Attorney

  • Deeds for Real Estate

04.

Limited Conservatorship 

  • Qualification

  • Petition Filing

  • Developmental Disability Confirmation

  • Limited Powers

  • Best Interests Standard

  • Notice to Relatives

  • Investigation by the Court

  • Legal Representation

  • Court Fees

  • Timelines

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