Tracie Martinez is an Estate Planning attorney in San Diego, California. Her main office is in Rancho Bernardo, but she often travels around San Diego to meet with clients in the home as needed.
As Estate Planning can be an intimidating subject, Tracie has focused her practice on educating her clients on their unique needs for an Estate Plan. Tracie strives to provide her clients with peace of mind for their future, whether it is a simple will, revocable trust, power of attorney, or advanced health care directive. Planning is important, and Tracie is passionate about securing her client’s future through a well thought out and concise Estate Plan.
Tracie attended University of California, Irvine for undergraduate school and went on to Thomas Jefferson School of Law. After graduating law school, Tracie passed the bar exam, and was admitted to practice law in the State of California in 2013. When not practicing, Tracie spends her time in North County San Diego with her husband and two dogs, and enjoys working on projects around the house and volunteering at church.
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If you have an existing Estate Plan, our firm will review it with you to ensure it accomplishes the goals you have, and any relevant changes in the law. As life goes on, your goals or wishes may change, and you may need to amend your Estate Plan.
If a Revocable Trust is drafted incorrectly, your estate may still require the Court to sort out the confusion. At our free consultation, you will be able to sit down with Ms. Martinez and discuss what is best for your situation and your goals.
A proper Estate Plan involves several documents working together. If you create a Revocable Trust, you still need a Will that pours over your assets into your Trust. A Will works with a Trust so that any assets you owned at the time of your death, that were not held in your Trust, will pour over into your Trust to be administered under the terms of your Trust.
Power of Attorney
If you do not have a Revocable Trust or a completed Power of Attorney and you become incapacitated, then someone will have to be appointed by the Probate Court as a conservator to handle your matters. This is very expensive and time consuming, and may be avoided if you have a proper Estate Plan prepared.
Advanced Health Care Directives
An Advance Health Care Directive, or Living Will, allows you to appoint an agent to make health care decisions for you, if you cannot make them for yourself. In the event that you are physically or mentally incapacitated, your agent will be able to make health care decisions for you.
Our firm represents successor trustees to assist with the administration of trusts. The responsibilities of a successor trustee can be overwhelming, and we understand the difficulty when acting after someone’s passing.
Dealing with the Probate Court is an overwhelming process, and an attorney is needed to assist the Executor with administration of the Estate. At the Law Office of Tracie Martinez, we can assist the Executor with all of the steps required to administer the estate through the Probate Court.
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