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Call (310) 242-5674 to reserve a free estate planning consultation

Law Office of Adrienne N. Newsom offers a free one hour estate planning consultation to evaluate estate planning options available to you based on your expressed needs and goals.

When you confirm your appointment, Adrienne will provide you with an Estate Planning Worksheet for you to complete ahead of time.

How should I prepare for my estate planning consultation?

Before your consultation, it is helpful if you think about:

Who should be named as the person who would handle paperwork and control your assets (or your beneficiary’s assets in case of special needs planning) if you were unable to do so? (This can be an individual, such as a family member or friend, or an institution, such as the trust department of a bank.)
Who are the beneficiaries who should eventually receive assets? This information would be the same as the plan of distribution which would ordinarily be put in a will.
Determine the approximate value of your estate, including all assets such as investments, real estate, personal property, life insurance, IRAs, and pensions. Exact values are not necessary but knowledge of approximate net worth and the types of assets will be helpful; the value of assets is not required to be disclosed to anyone, but, if you choose to disclose this information to the attorney, potential probate costs, tax considerations, and other costs or concerns may be analyzed.

What should I bring?

It is helpful if you bring the following items to the estate planning consultation or deliver them to the law office (via mail, fax or scan and email) prior to the initial meeting:

A copy of your current will(s), if you have one, and copies of any other existing estate planning documents.
Copies of any deeds to real estate, the most recent property tax statements for real estate, and any documents regarding real estate such as mortgages or anything else restricting use or transfer.
Copies of promissory notes or contracts if anyone owes you money.
If you own a business, copies of any partnership, buy-sell, or corporate redemption agreements which may be in place.
A basic financial statement listing assets and liabilities and showing whose name assets are titled in and beneficiary designations.

All information is held in strict confidence and is used only for estate planning purposes.