In this short video clip, Robert Mansour discusses the steps involved in the estate planning process. Typically, clients are asked to fill out a questionnaire so the attorney can learn more about their goals, family situation, etc. Based on the answers to those questions, the attorney can make recommendations during the initial consultation. That first meeting usually lasts about one hour or so. During this first meeting, the lawyer should answer the client's questions and discuss what types are legal documents are most appropriate and helpful to the client's situation. Also, if a living trust is recommended, clients need to understand there are several types of living trusts they may want to entertain.
Once the attorney understands what the clients want and their questions have been answered, the lawyer then drafts the documents and sends them to the client for review. If the documents meet with the client's approval, a date and time will be set for signing and finalizing of the documents. In a nutshell, that is the estate planning process. The toughest part is to overcome procrastination and make that first phone call.
Robert Mansour is a lawyer in Santa Clarita, CA. Call today at 661-414-7100 for more information about protecting yourself and your family. Robert serves Valencia, Saugus, Canyon Country, Castaic, Newhall, Stevenson Ranch, and surrounding communities.