![]() ![]() is not an affiliate of TIAA, EverBank, N.A. Talk with our California estate-planning attorneys today.Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, are not deposits, are not insured by any federal government agency, are not a condition to any banking service or activity, and may lose value.Ĭonsumer and commercial deposit and lending products and services are provided by EverBank, N.A., a Member FDIC and Equal Housing Lender. ![]() Make sure that your loved ones have what they need after your death by working with your attorney to develop an estate plan that is right for you and your family. Our California estate0planning attorneys provide step-by-step guidance throughout the estate-planning process to make the process as simple and stress-free as possible. Contact a California Estate-Planning Attorney to Discuss Your Estate Plan However, working with an experienced estate-planning lawyer can help ensure that your estate plan covers all issues that are important to you. The above list is not an exhaustive list of issues to address in an estate plan. Do you want to provide for the care and upkeep of your pets after your death?.Who do you want to receive your property after your death?.Are there certain assets that you want to leave to specific individuals?.Who do you want to care for your minor children if you pass away or become incapacitated?.Who do you want to make financial and health care decisions for you if you become incapacitated?.Is there a family member who has special needs?.Do you want to include charitable giving in your estate plan?.What are your goals for an estate plan? Some common estate-planning goals include choosing your trustee and other agents, distributing your assets upon your death, avoiding probate, preparing for incapacity, avoiding estate taxes, and providing a legacy for family members. ![]() The answers to these questions often form the basis of your estate plan: However, it can be helpful to consider some key questions before meeting with your attorney. After discussing your preferences, your attorney works with you to gather information necessary to draft the documents you need to protect yourself, your property, and your heirs. Your estate-planning lawyer helps you identify your goals and needs regarding an estate plan. Estate-Planning Checklist for First Meeting with an Estate-Planning Attorney
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