Schedule Appointment

Existing Estate Plan Review

Life changes. Laws change. Families change. Goals and desires change. An estate plan review will ensure that your plan takes these changes into account and will work when and how you need it to for yourself and the people you love.

California estate planning lawyer Debra Garcia

Have an Existing Estate Plan?

If you have an estate plan that was done more than three years ago, you may wish to have it reviewed by a knowledgeable estate planning attorney.

If you've had changes in your life in the last three years, or if you had your Will and/or Trust done more than ten years ago and haven't had them reviewed since (which is very, very common), you definitely should have a knowledgeable estate planning lawyer review your documents to ensure that they will still work when you need them to and that they reflect both your wishes at this point in your life and current law.

Estate Plan Review Session

I offer a two-hour working meeting to review your existing estate plan with you. We will discuss your goals for yourself and your loved ones, your current family situation, and whether anything has changed in the law or in your life since your estate plan was first created or last updated.

This is a comprehensive review of any documents you have in place to ensure they comply with current California law and also take into consideration your current life circumstances and goals for yourself and the people you love. I review your Will, Revocable Living Trust, Powers of Attorney, Health Care Directives, Guardian Nominations, etc.

So that we can make the most of our time together, I ask that you send me copies of your current estate planning documents along with a completed worksheet I'll send you so that I may review them before our session.

Getting Started

The best way to get started is to book a complimentary phone consultation with me first. That way, I can answer your questions and ensure that this is the right next step for you.

You can book a phone consultation with me here.

The Fine Print

Preparation (Pre-Session Homework)

You will need to prepare in order to get the most benefit from your Existing Estate Plan Review Session. After you have scheduled your appointment, I will send you everything you need in order to get ready for our meeting. Your pre-session homework (worksheet) must be returned to me at least three business days in advance of our meeting. Completing the extensive worksheet will be the start of your commitment to yourself and to your loved ones.

The pre-session homework will help you get more financially organized than ever before. It is extensive, but I guarantee it is doable. Procrastination is the biggest obstacle we have to taking care of ourselves and our loved ones, so I recommend just sitting down and starting.

Preparing beforehand helps to ensure that you will leave your session with the total confidence of knowing you have made informed, educated and empowered decisions for yourself and the people you love. You will know if the plan you have in place still does what you want it to. The simple act of completing your pre-session homework will also give you the confidence that none of your hard-earned assets will be lost to the State of California when something happens to you.

If you have any questions at all about the homework, you are free to schedule a call with me.

Best Time To Schedule

Be sure to select an appointment time for your Existing Estate Plan Review Session that is at least two weeks in the future. This will give you plenty of time to complete and return your pre-session homework to me at least three business days before your session. I will need your homework in order to best prepare for our meeting and to maximize our time together.

Schedule a time when you know you have a full two hours available, and if your estate plan includes a spouse or partner, plan to have him or her at our meeting as well.

Please schedule an appointment time you are certain you can keep. I have a limited number of Estate Plan Review Sessions available each month and I am blocking off a full two hours for your appointment to the exclusion of others who may want to schedule with me.

Fees

The fee for a two-hour Existing Estate Plan Review Session is $950. However, if you decide you'd like me to update your existing estate plan, the Session fee will be applied to this work. We will discuss fees at that time. You will know upfront how much your updated plan will cost. No surprises.

Credit Card Policy

In order to secure your commitment to doing your homework and keeping your appointment, you will be required to enter your credit (or debit) card information on the secure scheduling page.

Your card will not be charged before our planning session date.

If for some reason you need to cancel or reschedule, please contact me at least three business days in advance of our meeting to avoid being charged.

Ready to Schedule Your Review Session?

If you've already spoken with my office and decided this is the right next move for you to protect yourself and your loved ones, you can
click on the button below to schedule your Existing Estate Plan Review Session.

Please remember to schedule your session at least two weeks from today so that you have enough time to complete and return your pre-session homework to me, along with copies of your existing estate plan documents, at least three business days before our meeting.

I look forward to meeting you,

Debra

P.S. If we haven't spoken yet, please be sure to schedule your complimentary call before making your Review Session appointment. - Thank you! Debra