Skip to main content

What does an Estate Planning Attorney Do?

Aug 01, 2015 09:09AM ● Published by Jennifer Neys

What does an Estate Planning Attorney Do?

by Daniel DuRee

            An estate planning attorney does many different things at various stages of the planning process, but ultimately he or she provides peace of mind for you and your family.

            Listener:

            First, an estate planning attorney listens to clients to understand their situations, goals, and unique family dynamics. During the initial client meeting, an estate-planning attorney gets a sense of the client’s financial and family situation and what they wish to accomplish. Because every client situation is so unique, it is imperative that the attorney understands the issues at hand in order to suggest different options for accomplishing goals. 

            Educator:

            Probably the most important function the estate planning attorney performs is that of an educator. Throughout the planning process, your attorney educates you first about issues that may arise and options for dealing with them and then, later, about how your estate plan will function. Since the ultimate goal is peace of mind for the client, the attorney must ensure the client understands how their particular estate plan will operate and how to achieve their goals. It is important that your attorney offers an in-office draft review meeting for this reason. 

            Drafting Attorney:

            After educating and listening to a client, the estate planning attorney drafts custom documents to address the client’s unique situation and to carry out their wishes. In California, this usually includes a revocable living trust, a will, a grant deed transferring a home into the trust, and documents addressing incapacity. It is important for your attorney to review drafts with you and make changes until your documents satisfy your goals.

            After reviewing and explaining the drafts and making any requested changes, the estate planning attorney will have you come in to sign your estate planning documents. The attorney will also record your grant deed, transferring any real estate into the trust. This, however is not where the relationship ends.

            Resource:

            An estate-planning attorney is a resource for their clients going forward. They will answer questions that arise about new assets, beneficiary designation forms, and how to address changes in financial or family situations. I personally, and free of charge, always answer any questions my past clients have regarding estate planning.

            Because client peace of mind comes first, your estate planning attorney must be an excellent listener, educator, drafting attorney, and resource for you and your family. The listening and educating process may take a few hours, but it is the part of the estate planning that allows you to sleep at night knowing with certainty that your assets and family will be protected once you are gone.

            For a complimentary in-office consultation about how to achieve this peace of mind, please call my office at 925-210-1400.

Home+Finance Estate Planning estate planning attorney
  • Rockridge Ice Cream & Gelato Tour

    09/24/2017
    03:00PM — 04:00PM

    Satisfy your sweet tooth this this one-hour guided walking tour that helps kids of all ages explo...


  • About Abstraction: Bay Area Women Painters

    09/24/2017
    03:00PM — 05:00PM

    Opening Reception: Sunday, September 24, 3-5pm $5 Admission, wine and hors d'oeuvres hosted by t...


  • About Abstraction: Bay Area Women Painters

    09/24/2017
    03:00PM — 05:00PM

    Opening Reception: Sunday, September 24, 3-5pm $5 Admission, wine and hors d'oeuvres hosted by t...


  • Lyrical Dreams

    09/24/2017
    04:00PM

    - All three composers on this program write in a lyrical, expressive style, and all three pieces...


  • THE SUNDAY PAPER

    09/24/2017
    04:00PM — 07:00PM

    With former and current members of Tower Of Power, Cold Blood, Sly & The Family Stone, Santana an...


  • Walnut Festival Twilight Parade

    09/24/2017
    06:00PM — 08:00PM

    The Walnut Festival fun begins at 6 p.m. Saturday, Sept. 16 with the Twilight Parade on North Mai...


It looks like we don't have any events for this date. You can always add an event.

It looks like we don't have any events for this date. You can always add an event.

  • Volunteer Gardening

    09/27/2017
    09:00AM — 12:00PM

    It takes a lot of effort to maintain six acres of lush garden space, and as a small, nonprofit or...


  • MONTHLY MOSTLY BLUEGRASS EXTRAVAGANZA

    09/27/2017
    07:30PM — 10:00PM

    Hosted by the Armando's House Bluegrass Band Bruce Campbell - bass Rick Horlick - mandolin L...


  • Happy Hour & A Half

    09/29/2017
    04:30PM — 06:00PM

    Live music with GARAGELAND RODEO No cover charge Beverage discount Doors open 4:00


  • TREMOLOCOS

    09/29/2017
    08:00PM — 10:00PM

    Tony Zamora – vocals, guitars, bass (Los Lobos) Roberto Rodriguez III – accordion, vocals Willy...


 

 

 

September 2017
Oasis Veterinary Pet Adoption Connection

 

Loading Family Features Content Widget
Loading Family Features Article

 

Interested in advertising or becoming a community sponsor? Contact us at 925-335-6397 or email us at info@ourcommunityfocus.com