Estate Planning
Jurupa Valley Estate Planning Attorneys
Living trusts, wills, and powers of attorney for Jurupa Valley families. Free consultation. Flat fees from $2,500, quoted in writing.
Jurupa Valley
Planning for homes shared by generations
When a home holds more than one generation, or property has passed down through the family, a plan has to answer more than who inherits. It has to say who owns what now, who manages it if someone becomes ill, and who can stay in the home.
A home worth about $650,000, close to a typical Jurupa Valley home value, would generate about $32,000 in statutory attorney and executor fees if it passed through probate. Probate for Jurupa Valley residents is usually heard at the Riverside Historic Courthouse in downtown Riverside and typically takes 9 to 18 months.
Property taxes matter as well. Under Proposition 19, a child keeps a parent’s property tax base only if the home becomes the child’s primary residence within a year, up to a value limit. A plan can name which child is meant to live in the home and how the others share in its value.
Our office is in Corona, a short drive away, and we handle the consultation and planning meetings remotely. Every plan is designed and drafted by a Montanez Yu attorney.
Plans we prepare in Jurupa Valley
Plans for homes shared by generations
Probate by the numbers
What probate would cost in Jurupa Valley
01
About $650,000
A typical Jurupa Valley home value in recent Zillow estimates. Probate fees are figured on that full value, before any mortgage is subtracted.
02
About $32,000
Statutory attorney and executor fees combined if that home passes through probate, before court costs, appraisal, and publication.
03
9 to 18 months
A typical formal probate, per the California courts. With a funded living trust, your successor trustee can act without a court case.
04
From $2,500
Our flat fee for a complete plan for one person; $3,000 for a married couple, quoted in writing. See what it covers.
Common questions
Jurupa Valley estate planning questions
What does a plan cost?
Our flat fee for a complete plan starts at $2,500 for an individual and $3,000 for a married couple, quoted in writing before any work begins. The consultation is free. See what the flat fee covers.
Who handles things if I become ill?
The successor trustee you name manages trust property, and your agent under a durable power of attorney handles everything else. Without them, your family may need a conservatorship.
Do I have to come to the office?
No. We handle the consultation and planning meetings remotely, so you can work with us from home.
Can my adult child live in the home after I die?
Yes, if your trust says so. You can let one child live in the home for a period or for life, and decide how the others share in its value when it is sold.
Is adding my child to the title enough?
It can avoid probate, but it also exposes the home to the child’s creditors and can create tax costs. A trust usually does the job without those risks.
Do you speak Spanish?
Yes. Se habla español. Tell us when you call and we will arrange it.