What should I bring to an estate planning consultation?

Bring existing documents, a broad asset list, and your questions. Include who you would consider naming for financial decisions, healthcare decisions, and inheritance.

Do I need to decide between a will and a trust first?

No. Start with your goals and current ownership arrangements. A consultation can help you understand which documents may suit your family and property.

Can my healthcare choices be included in my estate plan?

Yes. Discuss a healthcare directive alongside financial planning documents so your medical preferences and chosen decision-maker can be considered together.

When should I ask for a review?

Contact the firm after a significant family change, property purchase, or change in your wishes. Bring the complete plan for a coordinated review.

Can I discuss creditor or tax concerns?

Yes. Identify the specific concern early. Available planning options depend on the assets, ownership, existing obligations, and circumstances being reviewed.

Kings Beach, California — North Shore, Lake Tahoe

Kings Beach · Estate Planning

Estate Planning Attorney in Kings Beach, CA

Put your wishes into a practical plan for your family and property.

Free consultation (530) 550-8736

County: Placer County
Probate venue: Superior Court of California, County of Placer
Route to our office: State Route 267 north to Truckee
Region: North Shore, Lake Tahoe

A plan shaped around your Kings Beach life

The Andrews Law Firm, P.C. helps Kings Beach residents plan for managing and transferring assets. Start with your priorities: who you want to provide for, who you trust to act for you, and how your documents should work together.

What a Kings Beach estate plan includes

Four documents. One plan.

Document
Revocable living trust
Holds your Kings Beach home and accounts. Your successor trustee takes over at incapacity or death, without a court.
Document
Pour-over will
Catches anything left outside the trust and names guardians for minor children.
Document
Durable power of attorney
Lets the agent you choose handle finances and property outside the trust if you cannot.
Document
Advance health care directive
Names who makes medical decisions for you and records the care you want.

Wills and trusts that reflect your wishes

The firm helps you select and prepare documents suited to your circumstances, with clear directions for the people who will manage and distribute your estate.

Homes and community life in Kings Beach, California — Kings Beach Placer County, California

Plan for decisions during your lifetime

Financial powers of attorney and healthcare directives address different responsibilities. Name trusted decision-makers and record your preferences for situations where you cannot manage your affairs or communicate medical wishes.

Look beyond the documents

Consider estate tax planning and asset protection alongside distribution instructions. Review potential risks, then revisit the plan as your family, assets, or priorities change. Services extend to nearby California communities.

Worth settling early in Kings Beach.

Your priorities first: Begin with the people and property you want your plan to address.
Connected documents: Consider inheritance, financial authority, and healthcare preferences together.
Room to adapt: Review your plan when important circumstances change.

California rules that apply in Placer County

The same state law, applied to Kings Beach property.

Kings Beach is on Lake Tahoe's North Shore in Placer County, minutes from the Nevada state line. Families here often hold property or accounts on both sides of the line, and planning that keeps out-of-state real estate in a trust can avoid a second probate in Nevada.

Read the full estate planning guide

Trust, pour-over will, financial power of attorney, health care directiveCore documents
Each covers a different decision: property at death, assets left outside the trust, money during incapacity and medical care.
$208,850Probate threshold
Assets outside a trust above this gross value generally require probate for deaths on or after April 1, 2025 (Probate Code §13100). The limit adjusts every three years.
Nominated in your willGuardians for children
A parent can nominate a guardian of the person and estate of a minor child (Probate Code §1500–1502). The court makes the appointment.

More for Kings Beach families.

Living TrustsRevocable trusts that keep funded assets out of probate and under your control. Trust AdministrationTrustee guidance through notices, inventory, taxes, accountings and distribution. ProbateCourt-supervised administration for assets left outside a trust. Small Estate AdministrationSimplified California procedures for estates under the statutory limit. Conservatorship & GuardianshipCourt-supervised protection for adults and minors, and the alternatives to consider first. Asset ProtectionLawful structures that reduce avoidable exposure for personal and business assets. Tax PlanningGifts, sales and basis decisions coordinated with your estate plan. Estate Tax PlanningFederal estate tax, portability and transfer planning for larger estates. Business SuccessionOwnership and leadership transitions written into your estate plan. All practice areasEstate planning, trusts, probate, tax and protective proceedings.

Estate Planning in other communities: Truckee Tahoe City Homewood Sierraville See all areas served

Our office

10270 Donner Pass Road
Truckee, CA 96161

Monday–Friday, 9 AM–6 PM

Directions

In clients’ own words.

All client reviews

    
 
 
       Posted on Google  
   
   Ronald Schmader 
 
 
 
 Trustindex verifies that the original source of the review is Google. As grieving parents of our deceased son, we were in need of guidance with regard to what do we do next.  Our son was without a will and, we had no experience with how to proceed. Luckily, we contacted Elane at the Andrews Law Firm Truckee who immediately understood our situation and was able to provide the information we needed and the necessary legal paperwork to resolve our problem. Our problem was magnified by the fact that we live in Milwaukee and involved my son's car for which we could not find the title. Rather than have to return to Truckee after 40 days to request a new title, Elane assisted us in creating a power attorney for a friend in Truckee which negated our having to return to Truckee from Milwaukee to simply apply for a new title. We are very appreciative with the help we found at The Andres Law Firm Truckee. Thank you, Elaine!
  
 
      Posted on Google  
   
   David VanderJagt 
 
 
 
 Trustindex verifies that the original source of the review is Google. We really appreciate all the excellent work the Andrew’s Law Firm has done with updating our Trust. Her attention to detail is very appreciated and guiding us through our Trust planning has been exemplary . David and Linda VanderJagt
  
 
      Posted on Google  
   
   I “Sue” S 
 
 
 
 Trustindex verifies that the original source of the review is Google. Quick and efficient handling of my new Trust.
  
 
      Posted on Google  
   
   Stephanie (Lady Lebala) 
 
 
 
 Trustindex verifies that the original source of the review is Google. We were referred to Elaine Andrew's law firm through a friend and I'm very happy we went and sat down with her.   She quickly recognized a few mistakes in our previous trust and worked to correct them and ensure that our trust followed all legal requirements.  We now feel confident that we have a very solid trust for the future.
  
 
      Posted on Google  
   
   Cindy Ann Homer 
 
 
 
 Trustindex verifies that the original source of the review is Google. Elaine was very supportive and professional.  She sincerely listened to my concerns and questions.  She advised me of California Laws and guided me through the process of what steps would be the best for preparing my will.   Kenneth reviewed page by page of my will with me (before signing) and answered all of my questions. I highly recommend The Andrews Law Firm they made my dreaded will preparation bearable.  Thank you.
  
 
      Posted on Google  
   
   Linda Smith 
 
 
 
 Trustindex verifies that the original source of the review is Google. Process was quick and easy. Appreciated all the help they provided.

This testimonial or endorsement does not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.

Frequently asked questions

Questions from Kings Beach families.

What should I bring to an estate planning consultation?: Bring existing documents, a broad asset list, and your questions. Include who you would consider naming for financial decisions, healthcare decisions, and inheritance.
Do I need to decide between a will and a trust first?: No. Start with your goals and current ownership arrangements. A consultation can help you understand which documents may suit your family and property.
Can my healthcare choices be included in my estate plan?: Yes. Discuss a healthcare directive alongside financial planning documents so your medical preferences and chosen decision-maker can be considered together.
When should I ask for a review?: Contact the firm after a significant family change, property purchase, or change in your wishes. Bring the complete plan for a coordinated review.
Can I discuss creditor or tax concerns?: Yes. Identify the specific concern early. Available planning options depend on the assets, ownership, existing obligations, and circumstances being reviewed.

From Kings Beach to a plan you can rely on.

From Kings Beach, take State Route 267 north to our office at 10270 Donner Pass Road, Truckee, CA 96161. If the drive is difficult, ask about meeting arrangements when you call.

Book a free consultation Call (530) 550-8736