Estate PlanninG

What is Collaborative Practice for Estate Planning?

Collaborative Practice is a family oriented, team approach focused toward preventing and resolving current or future family conflicts surrounding care for elderly parents, preparing an estate plan or inheritance distribution.

Each party has their own team which consists of:
1) A trained Collaborative Trusts and Estates Lawyer;
2) A licensed Mental Health Professional; and
3) A credentialed Financial Professional

These professionals work together as a team, create discussion instead of dissension and save money by working together on your behalf.

Collaborative Practice can be effectively utilized in probate matters including:
4) Estate contests;
5) Guardianship and conservator disputes;
6) Financial elder abuse and
7) Beneficiary/Trustee disputes.

The Collaborative team will facilitate a dialogue with your family regarding your estate planning so that lasting solutions can be created to set aside old grudges and hurts – without having the court make the decisions for you.

Your family can avoid costly court battles and conserve your inheritance. With Collaborative Law you will receive more value than traditional litigation.

Collaborative Practice conserves both financial and emotional resources by:
8) Avoiding litigation;
9) Reducing stress and family conflict;
10) Improving important relationships;
11) Creating a family legacy of positive resolution and it is
12) Confidential.

The benefit to you and your family is that your family controls the process and the outcome.

Collaborative law helps your family understand your rationale if you chose one child to administer your estate over the others. It can also prevent hurt feels and anger that often arises when families have discussions regarding inheritances.

Your family could avoid costly court battles and conserve their inheritances.

If you want more information regarding Collaborative Practice for Estate Planning, contact Ivette M. Santaella of Santaella Legal Group, APC. We serve the San Ramon, Pleasanton, Dublin, Danville tri-valley area as well as the entire bay area. Also look at the Collaborative Law website at