Prepare for Your Estate-Planning Conversation
Planning starts with what you need to work for your family: who can act if you cannot, how assets should pass, and what your existing arrangements leave unresolved. This estate-planning primer is a starting resource for California families preparing to discuss a new plan or full restatement.
Use it to organize questions for your attorney. Your documents, ownership, beneficiaries, family circumstances, and current law require individual review.
Download the Estate Planning Primer
Turn Your Questions Into a Planning Discussion
Gather your existing estate documents, property deeds, account registrations, and beneficiary information. Complete the Risk Exposure Mapping Form before your meeting.
Learn about our Orange County estate-planning services, then review SRB eligibility and meeting preparation. A qualified foundational estate-planning SRB may be complimentary with the required form completed; advanced planning and other services are fee-based.