The Ten Things You Must Know Before Creating (or Amending) Your Will or Trust

Ten Things You Must Know Before Creating or Updating An Estate Plan 

Knowing what questions to ask is important in making good decisions on any topic. Request our free pamphlet and other resources to help you prepare to make informed choices about your estate plan and protect your family and property from a lengthy California probate process. One of the key decisions you have to make is choosing the right law firm to help you understand your options and create a plan that works for you and your family. We encourage you to do your research and consider our office for its professionalism and integrity.

James F. Roberts, an attorney with over 30 years of experience, has created a simple-to-read pamphlet that explains the ten things you need to know when creating a will or trust, or changing an existing one. The pamphlet provides a clear explanation of the differences between a will and a trust, and is written in everyday language.

Taking the time to understand the important factors and make informed decisions now will benefit you and your family in the future. By requesting the free pamphlet, you can review the information at your own pace and discuss it with one of our attorneys, who are ready to answer your questions and help you create a plan that provides peace of mind. This way, your family will have your wishes fulfilled and your property won’t have to go through the costly, time-consuming, and emotionally draining probate process in California.

If you have questions or need help call us at 714-282-7488 or fill out a contact us form.

Request your free copy now!