ja_mageia

  • Narrow screen resolution
  • Wide screen resolution
  • Decrease font size
  • Default font size
  • Increase font size
Home Estate Planning
Estate Planning - Lawyer - San Diego - Irvine
Article Index
Estate Planning
What is estate Planning?
What is involved in estate planning?
Who needs estate planning?
What is included in my estate?
What is a will?
What is a revocable living trust?
What is probate?
To whom should I leave my assets?
Whom Should I name as my executor or trustee?
How should I provide for my minor children?
When does estate planning involve tax planning?
How does the way in which I hold title make a difference?
What are other methods of leaving property?
What if I become unable to care for myself?
Who should help me with my estate planning documents?
Should I beware of someone who is a
What are the costs involved in estate planning?
All Pages

Who should help me with my estate planning documents?

Can I Do It Myself?
It is possible for a person to do his or her own estate planning with forms or books obtained at a stationery or book store or from the State Bar. At the least, a review of such forms can be helpful in preparing you for doing estate planning. If you do review such materials and have any unanswered questions, however, you should seek professional help.

Do I Need a Professional To Help?

If you do seek advice, wills and trusts are legal documents which should be prepared only by a qualified lawyer. However, many other professionals and business representatives may become involved in the estate planning process. For example, certified public accountants, life insurance salespersons, bank trust officers, financial planners, personnel managers and pension consultants often participate in the estate planning process. Within their areas of expertise, these professionals can assist you in planning your estate.

The State Bar urges you to seek advice only from professionals who are qualified to give estate planning advice. Many professionals must be licensed by the State of California . Before retaining any professional to assist you with your estate plan, you should inquire about that individual's qualifications. In addition, you should determine whether the professional advisor has any underlying financial incentive to sell you a particular investment, such as an annuity or life insurance policy, because that financial incentive may color the advice given to you. Unfortunately, some sellers of dubious financial products gain the confidence and private financial information of their victims by posing as providers of estate or trust planning services.