We Make Estate Planning Simple
We strive to make the estate planning process simple and affordable. Our unique approach ensures we cover all important Estate Planning issues effectively and efficiently.
Get in Touch
Phone: 925.965.2156
Fax: 925.272.4934
Email: Service@BestEstatePlan.com
1 Gather Key Estate Plan Details
You answer a few questions such as who gets your stuff and who should oversee the process when you die. You can answer these questions on your own or with our help. We have prepared a very simple, short questionnaire to gather this information.
2 An Attorney Prepares your Estate Plan
With your information in hand, our attorneys prepare your customized Estate Plan. The information you provide helps to ensure uncompromising quality while keeping the cost affordable.
3 We Execute Your Estate Plan
Once your estate plan is prepared, we’ll review it together with you to ensure you know what we’ve prepared and to be sure it’s accurate. Once you have approved the contents of your estate plan, we meet at your home or our office to witness, notarize and execute each of the documents.
4 We Transfer Assets into your Trust
The last step is to transfer assets into your Living Trust. This step is very important. We assist you through this process.