First, congratulations on even looking at this California Estate Planning page. Many of us don’t want to think about this stuff because we don’t want to face our mortality and/or we don’t think we have enough assets to actually qualify as an “estate” (that’s part of why I prefer to think of it as “Life and Legacy Planning”).
Life and Legacy Planning means thinking through the tough questions, making the tough decisions, and implementing a plan so that your wishes are carried out in the event of your temporary or permanent incapacity and also after your death.
Ask yourself these questions:
The State of California has a default plan for you and has its own answers to these (and more) questions about your possible incapacity and your death. If you don’t have all the legal documents properly drafted and in place to address your specific life circumstances, these decisions will be taken out of your hands.
My type of estate planning isn't just about filling out documents.
You and I work together during a Life and Legacy Planning Session wherein we do a thorough review of your current circumstances and discuss what it is you want for yourself and your loved ones.
I educate and empower you to make the best possible decisions for you and the people you love given your particular situation.
Then together we create a comprehensive plan that will work when you and your loved ones need it to.
I know that these issues, especially our own mortality are difficult to contemplate and I would be honored to serve as your counselor-at-law and California Estate Planning attorney.
Together, we can address these issues and help you protect yourself and your loved ones by making the best decisions and getting the right plan in place for your specific circumstances.
Changes in your life, in the law, and in your circumstances may make many of the decisions you previously made obsolete.
If you have an existing estate plan that was done more than three years ago, you may wish to have it reviewed by a knowledgeable estate planning attorney to ensure that your plan will have the results you want it to have.
You can learn more about estate plan reviews here.
To better serve you, all consultations are by appointment only. Schedule your Life and Legacy Planning Session or book a consultation call with me.
You can also use my Contact page to get in touch with me.
DISCLAIMER: Please note that the use of this website does not create an attorney-client relationship. Please read the Full Disclaimer for this website.