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Wills, trusts and administration are different
Ask whether the attorney creates wills or trusts, updates older documents and advises on how assets are titled. A lawyer who prepares a plan may or may not handle a later probate or trust-administration matter. Confirm the precise services before scheduling. San Diego currently has 126 attorney and law firm profiles in the estate planning category; confirm whether each office drafts new plans, revises existing trusts or handles administration.
Planning for incapacity
Financial powers of attorney and advance health care directives address decisions that may arise while someone is alive. Ask which documents the firm prepares, what choices require client input and how the plan should be reviewed when family circumstances change.
Making a plan operational
A trust document alone may not address how a San Diego home, account or business interest is titled. Ask whether the engagement includes guidance on funding a trust, reviewing beneficiary designations and coordinating an advance health care directive. Clarify what the client must do after signing and how future changes will be handled.
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Frequently Asked Questions
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.
Do estate planning lawyers in San Diego draft both wills and trusts?
Many offer both, but service scope differs. Confirm which documents are appropriate to discuss and included in the engagement.
