Preparing for Your Estate Planning Appointment

Estate planning is essential for every adult, regardless of the extent of their assets. When it’s time for you to visit an estate planning attorney in Tracy or Livermore, you should take some time to prepare. Arriving with the right documents and information allows you to get the most out of your estate planning appointment.

Watch this video to find out which documents and information you will need to bring to your appointment. You’ll also learn about some of the matters that your lawyer can assist you with beyond the creation of a last will and testament. When you arrive at your appointment, you should be able to clearly state how your lawyer can help you, such as by offering general advice, setting up a trust, or protecting your assets.