Creating an Estate Plan is as easy as 1-2-3!
Updated: Jan 25
It’s a bit like starting a diet, creating an estate plan. You know it’s good for you, but what a pain. What a disruption to your life. Maybe you’ll do it, but not right now.
We know your time is precious and you have plenty of things to do in your life. That is why we make it a habit to make the important task of making an estate plan as efficient and painless as possible. This is how we do it. Three easy steps.
1. Set Up Appointment:
Call or stop by the office and talk with our secretary, Sharon, or one or our attorneys. We will set up an initial meeting to discuss the particulars of your estate plan. This is typically scheduled within a week, or at a time most convenient for you. We will make sure you receive our short questionnaire, which will help you and us make the process go quickly and smoothly.
Don’t know why you need a trust exactly, but think you might? We will happily answer any questions you might have when you set up the meeting.
2. Initial Meeting:
An initial meeting lasts anywhere between 45-60 minutes. On the scheduled meeting date, you will meet with one of our attorneys, and go over specifically what your wants and needs are. The questionnaire we give you will help us identify the whos, whats, and whens of your estate plan. We will schedule a second meeting with you, anywhere between 10-14 days later, or when it is convenient for you. Although we might pester you a little to make sure we are doing things right for you, you can pretty much forget about us and your Estate Plan until the next date.
3. Estate plan signing:
On the next scheduled meeting date, just bring yourself (and a CA driver’s license, please). We will go over the documents that we have made with you, explaining their practical effect. After signing the documents, they will be notarized, and we will make copies. These meetings last as long as needed, but in our experience, we can get you out of the office within 30-45 minutes. If you own real estate, we will draft and record the deeds for you.
You realize you actually want your son in-law to receive a small gift (He’s been tolerable lately), but your new estate plan doesn’t give him anything. Nothing to worry about, come on in within six months and we will make that or any other change to your trust for free.If you’re outside the six month window, still no problem. Give us a call to let us know what you want and we can have it ready for your signature at a scheduled appointment.
The information in this blog is intended only as general information, and under no circumstances constitutes legal advice, nor does it create an attorney-client relationship. The information should not be relied upon as a substitute for specific legal advice concerning your particular situation.
For advice specific to your situation, contact us to schedule an appointment.
About the Koons & Riswold Law Office
Koons & Riswold maintains an office in Davis, CA and Auburn, CA to provide clients with legal services in Auburn, Davis, and the surrounding areas. Our Auburn and Davis lawyers provide legal services, which include: Living Trust and Estate Planning services, Probate, Elder Planning, and Trust and Estate Administration. Our lawyers have deep roots in Northern California, having strong familial, community, and professional ties to the region.