Getting Started
Congratulations! You are now one of the responsible individuals who have decided it’s time to prepare ahead. We do custom estate planning to help individuals like you design their future the way they like. Our motto is “Your Life. Your Legacy.” It’s time to do some Estate Planning Consultation Preparation. To get started, you’re going to need to contact us so that we can collect some initial information from you.
First Step
Contact us:
- California: 626-594-7997
Nevada: 775-462-3276
Toll-Free: 844-4-A-LEGACY - merrill@lawfarm.life
Second Step
Begin reviewing and filling out our questionnaire. We gather information about you, your goals, and your future.
What to Think About
- Be ready to discuss your family, trusted friends and relatives.
- Think of a list of people you would trust to do the following:
- Be in charge of your health/life if you were very ill and couldn’t do anything.
- Be in charge of your property and personal affairs if you couldn’t.
- Look after your minor children if you couldn’t.
- Think about how and where you would like your wealth to go when you pass away, for example:
- To family, friends, churches, and charities.
- Do you have any special family heirlooms that should go to a specific person?
- What happens if your named beneficiary has already passed away?
- Be prepared to discuss your assets and your total net worth, such as:
- Real Estate: houses, vacation homes, rentals, land, etc.
- Personal Property: jewelry, antiques, art, coins, collections, household furnishings, etc.
- Vehicles: boats, recreational vehicles, trailers, etc.
- Liquid Cash/Bank Accounts: checking, savings, credit unions, other deposits
- Accounts Receivable: tax refunds, unsecured notes, deferred compensation
- Life Insurance policies and annuities (and type)
- Investments: stocks, bonds, secured notes, mutual funds, etc.
- Retirement Accounts: Pensions, IRAs, 401Ks, etc.
- Business Interests: partnerships, privately held companies, etc.
- Be prepared to discuss liabilities/debts (also, if married, whether held jointly or separately).
- Student loans? Taxes? Spousal/child support arrearages?
- Loans: mortgages, secured and unsecured debts, vehicle loan? Credit cards?
- What are your personal values? Do you have religious beliefs and preferences?
- Prepare a list of your concerns and questions about your estate plan. For example:
- How does a trust work?
- What is probate?
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Originally published July 20, 2018 by Merrill A. Hanson. This is not nor is it intended to be legal advice. Seek out an attorney for your own unique legal situation.
1591 Mono Ave.
Minden, NV 89423
844-4-A-Legacy
