Legacy and Estate Planning in California is about protecting yourself and your family should you become disabled, and after you die. Who do you want to be in charge of your finances and assets if you become disabled? How do you want your assets to be distributed when you die? How do you wish to be remembered by your loved ones by what you did for them? These are the questions to be asked and answered.
Such planning is a process and begins with you completing a questionnaire and a meeting with Dennis A. Fordham to discuss your goals. We explore the available options and tailor your estate planning solution. Mr. Fordham drafts documents based on information provided at the meeting and in the questionnaire. These documents typically are a single living trust together with pour over will, powers of attorney for finance, and an advance health care directive for each client. After you have reviewed the drafts, a second meeting is held to answer questions and resolve outstanding drafting issues to your satisfaction. Any changes are incorporated and final documents prepared for signing. The signing ceremony usually takes place at our law office, but can, if need be, occur at someone’s home or other location.