Elective share planning in Thousand Oaks

Elective share planning is a legal strategy designed to address the rights of a surviving spouse to claim a portion of a deceased spouse’s estate, regardless of the terms of the deceased spouse’s will or trust. Most jurisdictions in the U.S. have elective share statutes that allow a surviving spouse to “elect” to take a percentage (typically 1/3 to 1/2) of the deceased spouse’s estate, including probate and sometimes non-probate assets, like jointly held accounts or trusts. Elective share planning helps individuals align their estate plans with these laws while balancing their wishes for distributing assets. This may involve establishing trust structures, using assets not subject to elective share, or negotiating marital agreements (e.g., prenuptial or postnuptial agreements) to waive or modify the spouse’s elective share rights. It’s particularly important in blended families, second marriages, or situations involving significant wealth, to ensure fairness, asset protection, and clarity while minimizing disputes. in Thousand Oaks

 

I’m Estate Planning Attorney Eric Ridley, and I’m an un-stuffy Thousand Oaks lawyer – Elective share planning

I don’t bite and I’m not mean.

Set up your free consultation with me and let’s talk about your Elective share planning needs in Thousand Oaks or anywhere else in California

I promise to answer your questions, and not to overwhelm you with jargon.
Click here to set up a free, friendly, in-depth, no-pressure legal consultation!

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Thousand Oaks Estate Planning Attorney — Eric Ridley

You’ve worked hard to build a life, a legacy, and maybe even some wealth.

Now it’s time to protect it.

I’m Eric Ridley. I help people in Thousand Oaks and across the county create clear, legally sound estate plans that make life easier for their families—and harder for the courts, creditors, and anyone who wants to challenge your wishes.

Whether you’re planning for the future, handling a loved one’s estate, or facing a legal dispute, I’ll guide you every step of the way.

Call now: 805-244-5291

Let’s talk about your estate plan, or about Elective share planning.

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Estate Planning Services

You don’t need a law degree to create a great estate plan. You just need a guide who will listen, explain things clearly, and give you options that make sense for your life.

Here’s how I help:

Wills and Trusts

Want to make sure your assets go to the right people, without court delays or family fights?

I’ll help you:

•Write a will that’s clear and enforceable

•Set up a revocable living trust to avoid probate

•Create a backup plan for kids or vulnerable family members

•Make updates when your life or goals change

Don’t leave your family guessing. A well-crafted plan gives them clarity—and peace of mind.

Asset Protection in Thousand Oaks

Worried about lawsuits, creditors, or long-term care costs wiping out what you’ve built?

I can help you:

•Set up asset protection trusts

•Separate high-risk assets from safe ones

•Protect inheritances for children and grandchildren

•Reduce or avoid estate taxes legally and strategically

We’ll structure things the right way—before a problem ever shows up.

Powers of Attorney and Advance Health Directives

If you’re ever unable to make decisions, someone will have to make them for you.

The question is—who? And will they know what you want?

I’ll prepare the legal documents that:

•Name someone you trust to manage your finances or health care

•Give doctors and banks the authority they need to work with your agent

•Keep your family from arguing or guessing in a crisis

You stay in control—even when you can’t speak for yourself.

Special Needs & Charitable Trusts

Do you support a loved one with disabilities? Want to leave money to a cause you care about?

I’ll guide you through options like:

•Special needs trusts (to preserve benefits)

•Charitable remainder or lead trusts (to support nonprofits while reducing taxes)

•Inheritance planning for blended families or second marriages

Your values and goals deserve to outlive you.

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Probate Services in Thousand Oaks

Probate can feel overwhelming.

There are forms, deadlines, court hearings, asset inventories, tax issues, and family tension. If you’re the one in charge, the pressure is heavy.

I’ll help you:

•Understand your legal duties as executor

•Get the estate through probate with as little stress as possible

•Avoid mistakes that cause delays or personal liability

•Resolve disputes with heirs or creditors

Most people only go through probate once. I do it every day. Let’s get it done right.

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Why Work With Me?

• I talk like a real person, not a legal memo.

• I work remotely—no office visit required.

• I’m hands-on, responsive, and don’t pass you off to staff.

• I’ve helped hundreds of families plan, protect, and pass on what matters.

• I focus on giving you clarity—not confusion or paperwork.

Your estate plan should work.

It should reflect your values.

And it should make life easier for the people you love.

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Ready to Protect What Matters?

Call 805-244-5291 to schedule a free consultation.

No pressure. No jargon. Just real solutions and straight answers.

I’m Estate Planning Attorney Eric Ridley, and I’m an un-stuffy lawyer.

I don’t bite.

Set up your free consultation with me and let’s talk about your Elective share planning needs in Thousand Oaks or anywhere else in California

I promise to answer your questions, and not to overwhelm you with jargon.

Click here to set up a free, friendly, in-depth, no-pressure legal consultation!

California’s Thousand Oaks is a vibrant blend of natural beauty and community spirit, offering a delightful escape just a stone’s throw from the bustling city life. This picturesque city is home to the stunning Conejo Valley Botanic Garden, where visitors can meander through lush landscapes brimming with native plants and vibrant blooms. The garden serves as a serene backdrop for leisurely strolls or a peaceful picnic, making it a favorite spot for families and nature enthusiasts alike. In addition to its natural allure, Thousand Oaks boasts a lively dining scene. One standout is the celebrated restaurant, The Mediterranean, where patrons can indulge in an exquisite array of Mediterranean dishes, from savory kebabs to rich hummus, all prepared with fresh, locally sourced ingredients. The cozy atmosphere and friendly service make it a perfect gathering spot for friends and families. With its unique combination of scenic parks, diverse dining options, and a strong sense of community, Thousand Oaks captures the essence of California living.

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