Estate Planning Process In California

The following are the important steps that are involved in the process of Estate Planning.

Find Qualified Estate Planning Attorney –

It is very important to find a lawyer who understands every detail of the Estate Law. You may go to the official website of Familytrustsandwills to get in contact with a qualified estate planning lawyer.

Plan a meeting with your estate planning attorney –

Contact your attorney and get on their calendar. Until you do that, the process cannot be started! Many estate planning attorneys will offer a free consultation.

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Discuss how to work with your attorney –

At the initial meeting with a lawyer talk about how wills and trust works, how to judge a good thing, and how taxes work.

Talk about family and asset specifications –

At the beginning of the meeting or the next meeting, talk about all the particulars of YOU. Talk about your assets, talk about your family, talk about options for how things can be arranged for your family after you die, and go through a profound estate planning questionnaire with your attorney.

Reviews Rough Draft –

Once you and your lawyer have gone through a questionnaire, the lawyer will prepare a rough draft and send it to you for review. Review the rough draft carefully and then ask questions to the lawyer to make sure you understand the plan.

Signing Documents –

Make an appointment with a lawyer to sign the document. This will usually be done at the lawyer's office because they can provide two witnesses to the will and the notary for other documents.