Estate Planning Knowledgeable & Caring Legal Assistance

Our goal is to provide you with exceptional, courteous service

  • It was truly a blessing to have you in my corner during this challenging time.

    “Dear Mr. Holland, Just a quick note to express a heartfelt THANK YOU for all your support and wisdom in my case. It was truly a blessing to have you in my corner during this challenging time. I wish ...”

    - Nisse
  • A big thank you !

    “A big thank you for your expertise and guidance in getting my trust organized. You have a warm and friendly team and I appreciate all!”

    - Michelle M.
  • Finally financial freedom and less stress!

    “Finally financial freedom and less stress! Thank you so much to you and Mr. Holland for being there for me every step of the way.”

    - Crystal F.
  • Our family sincerely thanks you!

    “We are so thankful for this moment! What an absolute blessing having the opportunity to be involved in shaping this child's future. We would not have been given this opportunity without your ...”

    - Terri A.
  • Thank You for the Outstanding Legal Services

    “I wish to thank you for the outstanding legal services!”

    - Robin G.

Santa Maria Estate Planning Attorney

Decades of Experience in Santa Maria and San Luis Obispo

What would happen to your family if you suddenly passed away or became incapacitated? Who would manage your affairs, take care of your children, or assume control of your business? Will my assets be protected from excessive taxes or predatory creditors? If you do not definitively know the answers to these questions, you need to consider building an estate planning.

Estate planning is especially essential as you grow older, but its tools can benefit people of all ages. Our Santa Maria estate planning lawyer at the Law Offices of R. Morgan Holland, L.C. can help you make the most of estate planning instruments and ensure your future is protected.

Build an effective estate plan with our help. Call (805) 762-4465 or contact us online to get started.

Get Started Today

Let Us Provide You with Needed Answers
  • Please enter your first name.
  • Please enter your last name.
  • Please enter your phone number.
    This isn't a valid phone number.
  • Please enter your email address.
    This isn't a valid email address.
  • Please make a selection.
  • Please enter a message.

Our Estate Planning Services

Many estate planning tools are designed to protect your loved ones and assets once you are gone. Estate planning can also protect you while you are still alive, and much of our practice focuses on aiding the elderly and planning for emergency crises.

Our Santa Maria estate planning attorney can assist you with:

  • Advanced Health Care Directives. This document can allow you to define what types of medical care you wish to receive should you become unable to communicate. Many advanced health care directives provide instructions for end-of-life care, but they can also be used to enforce whether you wish to be resuscitated, given risky surgery, or kept alive on a ventilator.
  • Business Succession Planning. Privately held and family-owned businesses can be subject to significant and damaging disruption if the businessowner retires, passes, or becomes incapacitated without a clear and enforceable succession plan in place. We can assist you in building a plan that will protect the company’s operations and ensure that you and your family will be appropriately cared for.
  • Elder Abuse. Abuse, exploitation, and neglect of elders are frighteningly common and can sometimes occur in plain sight. If you suspect that your elderly loved one is the victim of abuse, our team can evaluate the situation and help you explore your legal options.
  • Planning for Incapacity. Incapacity refers to the inability to effectively advocate and care for oneself. Many seniors will become more susceptible to conditions that can trigger incapacity. We can aid in planning for this possibility and ensure that your elderly loved one’s needs will be met in any scenario.
  • Powers of Attorney. Agents can be given the authority to make financial and medical decisions on your behalf on a temporary or permanent basis. By giving someone medical powers of attorney, you give them authority to enforce advanced health care directives and make other decisions involving your care should you become incapacitated. Financial powers of attorney can conduct transactions on your behalf within a scope that you define.
  • Probate. Most estates will need to be settled with a California court. The personal representative, typically assigned by the deceased’s will or through a court appointment, is responsible for managing all matters of probate. We can guide you through this lengthy and involved process.
  • Wills. A last will and testament allows the testator to designate beneficiaries to their property, a guardian for their minor children, and an executor to manage their estate. We can assist you in drafting, updating, and formalizing your will.
  • Trusts. Trusts are in some ways similar to wills in that they allow the trustor to decide what happens to their assets once they are gone. Unlike wills, trusts enjoy privacy, tax efficiencies, the avoidance of probate. They also are highly customizable, allowing you to define the circumstances in which bequeathals occur.

Contact Us

Our team at the Law Offices of R. Morgan Holland, L.C. has over 30 years of legal experience and can assist you with every element of your estate plan. When you first meet with us, we will work to understand your estate planning goals and advise which tools will help you achieve those objectives.

We regularly build and update estate plans for clients in San Luis Obispo and Santa Maria. Call (805) 762-4465 or contact us online to request your case evaluation.

What We Can Offer You

  • Timely & Effective Resolution
  • Litigation Representation
  • High-Quality Legal Counsel
  • Thorough Case Evaluations