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The Estate Planning Process

Setting up an estate plan can seem confusing or intimidating if you don’t have the necessary knowledge and experience. At The Cohen Law Office, P.C., we are prepared to guide you through the estate planning process, step by step, to ensure that your plan is comprehensive and legally enforceable.

The Estate Planning Process

While everyone’s needs are unique in some way, here are the three basic steps to estate planning:

  1. Decide how you will distribute your assets. It is up to you who will receive what of your possessions. If you are married, you may want to leave all or most of your assets to your spouse. If you have grown children, you might prefer to provide them equal shares. Perhaps you have a favorite charity you want to donate to. Regardless, you should have at least some idea about who you want your beneficiaries to be before you come to our office.
  2. Work out your plan’s structure. We will draft a will on your behalf, but most estate plans include other documents, such as a revocable trust, that give you greater control over your assets and will minimize the probate process. When you meet with us, we will carefully listen as you describe your goals for your plan and suggest the best instruments for you.
  3. Plan for future health care needs. Besides distributing your possessions, your estate plan can allow you to make important decisions about your medical care if you are ever too ill or injured to speak up for yourself. You can also designate someone to serve as your financial and/or medical power of attorney if necessary, and include funeral instructions.

Since 1972, our law firm has taken the confusion out of estate planning for our clients. As one of the Bay Area Peninsula’s top estate planning law firms, we know the ins and outs of California probate law. Once we are finished, you will understand what each segment of your estate plan will do and have a good feeling that you are ready for whatever happens in the future.

For More Information, Schedule An Appointment

To schedule a consultation with one of our lawyers, please call us at our San Mateo office at 650-517-6133. If you prefer, you can also email us through our Contact page.