Estate Planning

Announcing our SOC 2 Type 2 certification, and an update on our commitment to privacy and security I am thrilled to announce that this summer, Giving Docs achieved SOC 2 Type 2 security certification. This means that over the past year, a third party auditor has closely reviewed Giving Docs’…

Announcing our SOC 2 Type 2 certification, and an update on our commitment to privacy and security I am thrilled to announce that this summer, Giving Docs achieved SOC 2 Type 2 security certification. This means that over the past year, a third party auditor has closely reviewed Giving Docs’…

“Many people will panic to find a charger before their phone dies, but won’t panic to find a plan for the security of their futures”. The word “crisis’’ often conjures up a series of definitions and sharp images that come to mind depending on one’s life experiences or what is…

The recent Canada-wide internet outage left millions of internet, mobile, and phone customers incommunicado for the better of 12 hours. It also disrupted thousands of businesses, public services, and government — helplines were down as were ATMs, point of sale machines, and even 911 emergency calls were affected. Many of…

I sometimes hear “I don’t think I need estate planning; I don’t have an estate”. It is true that smaller estates can avoid probate without establishing a trust. Currently, in California, if you have the legal right to inherit personal property, like money in a bank account or stocks, and…

A Look at the Estate Process When someone dies and leaves behind any assets an estate process will be required in order to legally administer their estate. This can either be an application for: (1) A Grant of Probate (2) Letters of Administration (3) Letters of Administration with Will Annexed …