Frequently Asked Questions

Attorney Image By: James Filippi

How do you process and execute estate plans?

professional male lawyer financial advisor consulting happy family couple clients in modern office

Choosing the right legal representation for any reason takes time to better understand your preferred attorney’s process. Ask a potential estate attorney about their process in drafting and executing an estate plan. While some lawyers are more hands-on and will work with your plan themselves, others may delegate the operation to someone else, who then becomes responsible for handling your estate planning, even if you have yet to meet them personally.

Once you know what to expect when working with your estate planning law firm, you can remain comfortable and at ease with each new step.

Satisfied Client Stories

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We had a great experience. Jennifer and staff were very helpful and knowledgeable. It made our process extremely smooth and stress free.

Gayla T. | Sacramento, CA
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Very pleased with the timely fashion adding our new home to our trust. We tried doing it ourselves but it ended up being a hair pulling situation.

JoAnn S. | Roseville, CA
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Excellent knowledge and handled my issues superbly.

Rick R. | Fairfield, CA
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Very good service, I am happy with my decision, the service Bryan Walters provided was great, friendly and easy to understand. The whole process went very well and fitted with my schedule.

Trang T. | Roseville, CA
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I Highly recommend this firm.

Russell O. | Rocklin, CA
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Professional, detailed, helpful, patient and flexible.

Kerry L. | Granite Bay, CA

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