Clients often ask me what documents they should have in their estate plan. The answer is a bit lengthier than they would have thought. If you imagine that you will be leaving your home to go to a place that is out of the country for the next few months and you are preparing a friend to take over for you while you are gone, this is a good start. To put it in more black and white terms, I have compiled a list of 12 documents that should be available to the friend or loved one that will take care of your estate should you no longer be able to do it yourself.
If you would like to start gathering your estate now, please call us at (951)304-3431.