We work with our clients to ensure that their estate plan reflects their real wishes for the transfer of assets, and that it will work smoothly when the time comes. Some documents require the signature of two witnesses, while others require the stamp of a notary public. That is the value we add to our clients' estate plans. We are not a mere software fill-in service. We discuss with you how you wish your assets to be distributed, and we make certain that the documents required for the fulfillment of your wishes are done correctly, so that they will stand up to any kind of scrutiny or challenge. A little advance planning goes a long way toward helping your loved ones through the difficulty of your passing. It is a great gift to them, and a gift to yourself as well in that you can be confident that your wishes will be upheld.
LET'S GET STARTED!
We make it as easy as possible for our clients to make the estate plan that best suits their individual situations.
Step 1 - The first step is to call and set up a 30-minute complimentary phone conversation with Attorney John Comerford to determine a general picture of what kind of estate planning you need, how much it may cost, and whether we would be a good match to help you with the process.
Step 2 - If we determine that our firm is a good match to help you with your estate plan, we will send you easy-to-fill documents asking the important questions necessary to make your estate plan, including making a list of all your assets so that we can work together to decide the best way to transfer them to the people you choose.
Step 3 - Once we are ready we send you the first draft of your estate planning documents for you to examine. If there are any adjustments we make them, and when all is ready, you can either come to our office to sign or if you are too far away to come to our office, we will give you instructions regarding signing and notarization and see to it that this important step is done right.
Call today to set up a phone or in-office consultation regarding your personal estate plan.
We offer both in-office and virtual consultations and services.
1-510-606-6178