The Finance Blogger

Estate Planning Attorney California

Estate PlanningHiring an estate planning attorney in California should be done with care. Make sure that there’s a total alignment between your objectives and those of the attorney. Most attorneys will help set up the basic estate and trust for your grandchildren and your children. If you’re asking an attorney to manage your estate after you’re gone then further analysis and consideration should be taken.

Setting up an estate must also have objectives that will be satisfied if the estate is set up properly. Usually this means that a dependent will be looking after the estate  properly by the estate according to guidelines that are specified in the estate. The estate will include all investments, property and any other instructions that may have been left with the attorney.  If there are two people involved in planning the estate, a spouse and husband for example, agreement to the estate and the manner in which it will be managed and set up is required to ensure that all legal issues can be dealt with satisfactorily.

Before you ever contact a lawyer to set up an estate, take the time to assess your objectives and ensure that all parties who have something to do with the estate are in full agreement. Remember that one spouse may survive the other and provisions for the comfort and care of the surviving spouse must be included. Sometimes it can be difficult to resolve differences in how each party feels the estate should be managed.  Talking it through and working through the issues may take some time and some compromise. You may also want to arrange for over site of the estate to ensure that the estate manager is doing his or her job as per the original instructions of the person who set it up in the first place.

Estate Planning – Set up Trusts

Just like every other job, estate planning attorneys in California will specialize in setting up trusts and estates, or managing the estates for the departed. These skills are specialized and should be considered very carefully before you make a decision regarding who should manage your estate. In fact you may want to have one of your children or grandchildren co-manage the estate with the attorney to make sure that the best decisions are always made for those left  to provide for. The attorney can provide a balance to the person responsible for managing the estate and ensure that all guidelines are followed.

Interview Estate Planning attorneys

Start by interviewing several estate planning attorneys gathering information about what services they provide and how much they charge. Once you have this basic information, then write your personal objectives and plans for the estate. In the second interview with the shortlisted estate planning attorneys you can ask more detailed questions and narrow down the field to the one that you select to manage your estate.

Setting up an estate is not easy. There are lots to learn and to consider. This process may take several months or even longer as you consider all of the alternatives and options, particularly if there is a large complex set of investments and property. Take your time and make the right decisions as best you can with the aid of professional people in the business.


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