ARYA LEGAL CALIFORNIA

Serves Downey, CA

35244

Hired 19 times

1 employee

6 years in business

Not yet available

5.0

This pro accepts payments via Check, Credit card, PayPal, Square cash app, Venmo, and Zelle.

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Credentials

Background Check

Srijana Dhakhwa
Completed on 10/22/2020

Introduction

Comprehensive Estate Plan Services. We provide wills, trusts, healthcare directives and other estate planning documents under your direction. We back the estate plan documents with a Comprehensive Probate Avoidance Service including all asset transfer to trust and ongoing portfolio analysis to always avoid probate. Srijana Dhakhwa, Esq is licensed to practice law in California. She has JD from University of San Francisco and PhD in Economics from University of California in Santa Cruz. She has in depth training to help solve your issues but she believes in putting you in charge by explaining all the work so you know what you are getting.

Q&A

What should the customer know about your pricing (e.g., discounts, fees)?

Our fees are usually fixed. With fixed fees, your bill will not be a surprise. Initial consultation upto 20 minutes is always free.

What is your typical process for working with a new customer?

We typically start our work with a contract. After the contract is signed and the fees paid, we go on to intake and then the documents. We do not rest until you are happy.

What education and/or training do you have that relates to your work?

SRIJANA DHAKHWA is an attorney with a JD from University of San Francisco in California and Ph.D. in Economics from University of California, Santa Cruz. She likes to use her training in finance and economics and her skills as a lawyer to help clients get well rounded service. She was formerly an LDA, registered and bonded in Marin County.

How did you get started doing this type of work?

I started my journey into the legal career by working for the Superior Court judge in Marin County California. I did family law then. Slowly I got opportunity to help clients on their estate planning and probate needs, and realized that, helping clients preserve their hard-earned assets and businesses is my passion.

What types of customers have you worked with?

I have worked with different types of customers – business owners to salaried individuals. I have worked with families and with single individuals.

Describe a recent project you are fond of. How long did it take?

I do not discuss any projects in full in public forum due to concern for client confidentiality. We usually take about 4 weeks from start to signing of documents. The funding of trusts can take longer if the asset portfolio contacts newer or uncommon assets (every company has a different rule) or government bonds.

What advice would you give a customer looking to hire a provider in your area of work?

A trust is not effective unless you fund the trust. Funding a trust involves moving assets into the trust. It can be a complicated process. I have known trusts that were ineffective because the provider failed to fund it. Many companies doing estate plan, do not fund the trust. Make sure that the provider you choose for your trust not just prepares the documents, but also funds your trust. I fund the trusts for all my clients and prepare a Probate Protection Guide with an overview on how each category of my client’s asset is to avoid probate. The guide also tells the representative how to access the funds after the passing of the client. Interview the provider to ensure that the provider listens to you and provides you what you want. You want to get what you want and need, not what is convenient for the provider. I never “sell” my clients what they do not need or want. I always listen to them first and give them just what they even if that costs me business.

What questions should customers think through before talking to professionals about their project?

Before talking to professionals about starting an estate plan, it is very important to think through who you want as the representatives of your estate plan. Your financial representatives are entrusted with handling your finances. Your healthcare representatives make important decisions about your healthcare. They must be responsible individuals whom you can trust. You must also think through who you want your assets distributed to – who the beneficiaries are going to be and what each beneficiary is going to get. Estate plan is your plan that the representative is to implement after you pass.