Compare attorneys and law firms by practice area, professional verification, client reviews, and contact information.
Fees and maintenance of a plan
Compare whether the engagement includes initial meetings, drafts, signing instructions, funding guidance and later revisions. Ask what changes trigger additional work and who will be responsible for maintaining original documents or copies. Los Angeles has 86 attorney and law firm profiles under Estate Planning Attorney; ask what the proposed engagement includes beyond the initial drafting of documents.
Clarify the documents and goals you need
A simple will, trust-centered plan, guardianship question and business succession concern may need different advice. For a Los Angeles estate planning consultation, identify family circumstances, important assets, intended beneficiaries and any existing documents that may require revision.
Review older plans after major changes
A home purchase, divorce, birth or sale of a business can make an existing estate plan worth revisiting. Bring the signed documents and a current summary of assets and beneficiaries. Ask what should be amended, what should remain unchanged and whether out-of-state property requires coordination with another adviser.
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Frequently Asked Questions
Is estate planning the same as probate?
No. Planning concerns documents and arrangements made in advance; probate may involve court-supervised administration after a death.
When should an existing estate plan be reviewed?
Changes in family circumstances, assets, residence or relevant law may justify professional review of existing documents.
What should I prepare for an estate planning meeting?
A summary of assets, family relationships, existing documents and intended decision-makers can make the discussion more productive.