Leaving a Legacy: Free Estate Planning

Free Estate Planning and Other Legal Services

The goal of this project is to protect County residents living in target communities with an asset such as a single-family home by developing a will, trust, estate plan, or other provisions for the distribution of the resident’s money and property. The County wants its residents to have access to FREE, trustworthy, legal and estate planning services which will assist in avoiding probate, while preserving and growing intergenerational wealth.

Examples of Legal Services Offered:

Counsel and Advice includes getting advice from experts, having them review relevant information, and getting counseling on how to take action to resolve an issue.

Self-Help Assistance refers to services involving the preparation of common documents, preparing short letters, drafting a routine will or power of attorney, making a telephone call, preparing for court, or other legal documents.

A Will is a document that allows you to decide who will:

  1. Get your money and property when you pass away, and
  2. Be in charge of distributing your property (the executor).

Wills don’t give anyone power to make decisions for you while you’re alive. A will may be a good option if you have limited assets and/or personal property.

An Advance Health Care Directive is a legal document that allows you to decide about future health care treatment in case you can no longer make your own decisions.

A Financial Power of Attorney is a legal document that allows you (the principal) to give another person (the agent) the authority to make financial decisions and transactions on your
behalf.

A revocable living trust is a legal document that places your assets (bank accounts, real estate, personal property, etc.) in trust for your benefit during your lifetime and specifies where these things should go upon your passing.

Probate is a legal process that takes place when someone dies with a will or with no estate planning documents. An executor (if there is a will) or an administrator (if there is no will) is appointed by the court to make sure property and possessions are given to the correct people, and any taxes or debts owed are paid in full, all under the supervision of the court.

Curing title transfers to prepare for estate planning refers to extensive legal services (such as those that require research, preparation of complex legal documents (complete estate plan), interaction with third parties on behalf of the client, ongoing assistance to clients, etc.) that did not conclude with a negotiated settlement or a decision from an administrative agency or court.

Eligibility

To qualify for the program, you must meet the following eligibility requirements:

If you live in the following zip codes, you are in the highest and high-need areas: 90001, 90002, 90003, 90007, 90008, 90011, 90015, 90016, 90018, 90022, 90023, 90026, 90029, 90031, 90032, 90033, 90037, 90043, 90044, 90047, 90057, 90059, 90061, 90062, 90063, 90089, 90201, 90202, 90220, 90221, 90222, 90223, 90224, 90250, 90255, 90260, 90301, 90302, 90303, 90304, 90305, 90306, 90307, 90308, 90309, 90310, 90311, 90312, 90744, 90802, 91331, 91731, 91732, 91733, 91734, 91735, 93534, 93550, 93552.

A family signs documents

Join a workshop to learn more!

Upcoming Webinars and In-Person Presentations

Check DCBA’s events calendar for upcoming dates.

Leaving a Legacy: Prepare Today for a Better Tomorrow

Apply for Free Legal Services

Leaving a Legacy applications are now being accepted by Bet Tzedek Legal Services and St. John’s Community Health.
The organization that can help you depends on where you live. Check the list of communities below to get started.
If you live in the high/highest-need areas in and surrounding:
Pacoima, Hollywood, Echo Park, South LA (MLK Hospital), South LA (Vernon/Main Central/Alameda), Wilmington, San Pedro, Angelino Heights (Macarthur Park), West Adams, Antelope Valley/Lancaster, Watts, Hawthorne, Lawndale, Near USC.
If you live in the high/highest-need areas in and surrounding:
East Los Angeles, Boyle Heights, El Monte, Bell Gardens, South Los Angeles, Lennox, Westmont, Athens, Compton, Southwest Los Angeles.
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