Share

The Process

The estate planning process will work best for you and me if we both follow some easy guidelines.

I commit to:

Provide you with first-rate service.

  • I will meet with you in a location and time most convenient to you. (Out-of-office visits and/or weekend visits will slightly increase the cost.)
  • I will provide ample time to explain all of the documents and processes.
  • I will always charge highly competitive rates.
  • I will provide you undivided attention during our meetings.

Always be diligent and skillful.

  • I will help you fund your trust and answer questions as they arise.
  • Free of charge, I will amend your trust if you want to make minor changes. If there are more significant changes requiring more than thirty minutes of work, that work will be charged at my hourly rate of $220.

The Steps

Step 1:
Your Work to Prepare

  • After you have received the questionnaires, please call to set an appointment.
  • Decide if you want a living trust or a will-only estate plan, and then set an appointment with me.
  • You can set appointments for evening or weekend hours if you need. Next, we will meet in my office or at your home, depending on your preference.
  • You should review the packet carefully. It will include questionnaires and this step-by-step guide to the estate planning process.
  • Read the materials and fill out the questionnaires, making copies of documents as necessary.

Step 2:
Our First Meeting

  • We will meet at a time that works for you as scheduled. We will talk generally about your goals and any special circumstances or concerns that you have.
  • I will go over the mechanics of the living trust and I will do my best to answer any questions. We will then review your questionnaires to make sure everything is there, or make a note to gather further information later.
  • The meeting typically lasts one to two hours. At the end of the meeting, if you and your spouse are both being represented by me, I will explain and have you sign a conflict-of-interest waiver. If you decide to proceed further with document preparation, I ask that you pay one half of your total fee so that I may begin working on your estate plan.

Step 3:
Document Preparation

I will prepare your documents. These documents will include:

  • Living Trust;
  • Pour-Over Will(s);
  • Durable Powers of Attorney;
  • Advance Health Care Directive(s);
  • HIPAA Authorization Form(s);
  • Nomination of Guardians for Minor Children;
  • Pet Trust(s); and
  • Personal Property Memorandum(s).

Step 4:
Final Meeting

This is the "signing" meeting where your documents will be executed. Further, we will work on the paperwork required to transfer your assets into the trust if a trust has been prepared for you.

If this paperwork is voluminous, we will keep it and fill in the parts we can and then return it to you to complete the balance of the form. You should then mail these forms into the appropriate entities. We will handle the transfer of real estate into the trust. If funding is extensive, an extra hourly charge may be assessed.

 

 



Biddle Law is located in San Mateo and Belmont and services San Mateo County including San Carlos, Burlingame and Foster City.



© 2017 Biddle Law | Disclaimer
1900 South Norfolk Street, Suite 350, San Mateo, CA 94403
| Phone: 650.560.7655
1027 1/2 Alameda de las Pulgas, Belmont, CA 94002
| Phone: 650.727.6276

Estate Planning | Probate Administration | Estate Litigation | Advanced Estate Planning | Estate Tax Planning | Trust Administration | Business Succession Planning | Family Limited Partnerships | Pet Trusts | Avoiding Probate | | About Us | Testimonials | Getting Started | Contact Us | Video FAQs

Law Firm Website Design by
Amicus Creative