With over 20 years of experience, we can assist you through the process of preparing your Trust, Will, Power of Attorney and Healthcare Directives. We consult with you to determine your individual family situation and assets, to work with you to prepare a plan that best fits your needs. We also work with you to implement this plan when the time comes, along with your loved ones, to carry out your wishes.
When a loved one has passed, we can help you through the process, whether there is a Trust to be administered or a Probate is needed. All estates need to have assets and debts determined, property managed and tax liability assessed before property can be distributed. This can be a complicated process and we are here to assist you.
Nancy M. Critelli graduated cum laude from the University of Southern California with a double major in Social Sciences and Communication. She then received her Juris Doctor from Loyola Law School in Los Angeles, California. She has been a member of the California State Bar since 1987 and she has also been admitted to practice in the United States District Court for the Central District of California and the United States Court of Federal Claims.
1n 1996 Nancy M. Critelli began her current practice in Temecula. She practices primarily in the areas of Probate Law and Estate Planning, which includes Trusts, Wills, Health Care Directives and Powers of Attorney. She drafts Wills and also represents personal representatives in Court during Probate proceedings. She is experienced in handling cases in Riverside, San Diego, San Bernardino, Orange and Los Angeles Counties. She also prepares Trusts, including inter vivos, otherwise known as “living” trusts and represents Trustees during the Trust Administration Process.
In addition to practicing in Temecula, Nancy M. Critelli has been a resident of the Temecula Valley since 1989. So she is familiar with area and the diverse population which make up this community. While it may seem like a cliché, she really did become an attorney to help people. The estate planning process can be difficult to understand, as there are many legal concepts and legal terminology involved, but she takes the time to explain the process and is able to translate the legal terms into plain English, so that her clients can make the right decisions for their assets and their futures based on their individual family situations. In doing so, she is able to provide her clients with “peace of mind” regarding important decisions that everyone needs to make.
Areas of Practice
In a will, someone is named as executor. If there is no will, the Court will appoint an executor and the assets will be distributed according to California law. The executor will file documents in the local Probate Court and prove the validity of the will. Heirs and creditors will be notified of the death. The executor finds and secures the assets of the estate. The executor decides how the debt is managed, including selling property. The Probate process usually takes nine to eighteen months.
Make certain that the right people inherit your possessions at the right time when you die. Minimize taxes, legal fees, and court costs, too.
You can see to it that family members with special needs are taken care of. You can provide for loved ones in need of money or security. Provide for your family through your life insurance.
You can also set up disability insurance and long-term care insurance in case of injury or illness. Transfer a business after retirement, death, or disability. Update your will throughout your life as your family situation changes and laws change.
As an ongoing process, your plan should be reviewed and updated as your family and financial situations change over time.
One of the primary purposes of creating a Trust is to avoid Probate, but the Successor Trustee still must comply with the law as well as the terms of the trust. The trustee must provide notice to heirs, determine the assets, debts and tax obligations of the trust, and report to the beneficiaries. Even when the situation does not seem complicated, legal assistance is needed to comply with the law and make sure the trust is distributed properly.
We are experienced in assisting Trustees through the trust administration process while dealing with the grief of the loss of a loved one and the emotions involved in dealing with other family members.