The following literature is provided free of charge. Please fill out the form on the right side of this page to make your request(s).
A No-Nonsense Guide to Estate Planning
What are some of the questions you should consider when you are interviewing an attorney to prepare your estate plan? For example:
How long has the attorney been practicing in the areas of probate, trusts, and estate planning law?
What kind of "customization" will your attorney provide for your plan - is [s]he trying to fit a square peg into a round hole, or can you make provisions for the situations that are important to you (for example, difficult family relationships, troubled children, unique assets, etc.)?
How does the attorney determine his/her fee?
Write for this free guide and find out what other questions you should ask your prospective attorney
What Can A Certified Estate Planning, Trust, and Probate Law Specialist Do for You?
Published by the California State Bar Board of Legal Specialization
Over 160,000 attorneys are currently licensed to practice law in California. Less than 2,000 are certified as specialists in estate planning, trusts, and probate law. This booklet explains some of the reasons you might want to choose a Certified Specialist to prepare your estate plan.
A Personal Guide for my Family and Loved Ones
A booklet providing some important information that your loved ones will need at the time of your death or disability
Do your loved ones know your mother's maiden name, where you were born, your computer (and other) passwords, who should take care of your pets, the names of people to be notified immediately following your death, your memorial preferences, etc.? Providing this information in an easily accessible booklet is a tremendous gift that will help reduce their anxiety at a time of great stress and grief.
Understanding Living Trusts®
Avoid Probate, Save Taxes, and More
Just about everyone needs this brochure, regardless of the size of your estate. Select this one.
Understanding Estate Taxes
Strategies to Reduce/Eliminate your Estate Taxes
For estates valued at more than $3,500,000.
Understanding Life Insurance Trusts
How To Reduce Or Eliminate Your Estate Tax Cost
For estates valued at more than $3,500,000.
Understanding The Duties & Responsibilities of a Successor Trustee
What You Will Need To Do At The Grantor's Incapacity And/or Death
Understanding Funding Your Living Trust
Why and How to Transfer Your Assets To Your Revocable Living Trust
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