Estate Planning in California | Checklist of Documents

Estate planning is one of the most important things you can do in order to secure your future and ensure that your loved ones are cared for in the event of your passing. But, the process can be stressful- it requires a number of legal documents, and thinking about the future can be difficult. Luckily, there are a number of ways to make the process easier. For example, working with an experienced attorney can make a world of difference. Additionally, researching the process and knowing what to expect can help. Read on to learn more about the estate planning process in California.

What documents do I need to begin the process?

When it comes to estate planning, it can be helpful to gather the following documents:

  • Your financial statements (checking, savings, money market, brokerage, pension, IRA, etc.)
  • Your most recent bank, investment, and retirement account statements
  • The deed to your house
  • Your previous estate planning documents, if you have any
  • Prenuptial or postnuptial agreements
  • Divorce agreements
  • Business agreements.
  • Copies of your retirement plan
  • Copies of your life insurance policy
  • Contact information of your doctors
  • Contact information for family members
  • An unofficial list of the people you may want to list as trustees, executors, health care agents, etc.
  • A list of your estate planning goals
  • A list of any questions you have for your estate planning attorney

What documents do I need to create?

Everyone’s estate plan will be different. As a result, it is important to do your research and speak with an attorney who can create a personalized plan for you. That being said, you may benefit from creating:

  • A will
    • This document will allow you to distribute your assets to your loved ones.
  • Trusts
    • This can help you distribute assets to your loved ones. You can create special needs trusts, pet trusts, and more.
  • A power of attorney
    • This allows you to give a loved one the power to handle your finances, sign legal documents on your behalf, and more.
  • An advance healthcare directive
    • This document allows you to make requests regarding your end-of-life care.

Reach out to an experienced estate planning attorney to begin the process. Our team of experienced attorneys is here to walk you through it every step of the way.

Contact our Firm

Working with an experienced estate planning attorney, such as Jaci Feldman of the Woodland Hills, California, Law Office of Yacoba Ann Feldman, will ensure that you are taken care of when you need it most. Contact The Law Offices of Yacoba Ann Feldman to schedule a consultation today.

Contact Us Today We Can Help

Send A MessageChat With Us818-264-4005

Recent Blog Posts