Do you need to Review your Will/Trust and
Estate Plan with an attorney?

You may need to review your will and trust if you have
experienced either a change in your Family Status or a
significant change in your Financial Status.

Changes affecting Family

1. Marriage
2. Divorce, Separation, Death of Spouse
3. Long Term Relationships
4. Birth, Adoption, Maturity, Marriage, Divorce of Children
and Grandchildren
5. Death in the Family or Beneficiaries
6. Serious Illness, Incapacity of Spouse, Child, or Beneficiary
7. Significant changes in relationship to beneficiary
8. Change of residency to another state or country
9. Change of Trustee

Changes of Financial Status

1. Significant changes in income, net worth, or assets
2. Disposal of assets in the will or trust
3. Change in employment
4. Change in business interests - partnerships,
corporations
5. Acquisition or disposal of property
6. Retirement

What are the goals for my Estate Plan?

I want to schedule a review of my Will/Trust/Estate
Plan.
Free Consultation
Call us Now
M-F 9 a.m. - 5 p.m.
619.322.5695

Email Us

Mailing Address
7040 Avenida
Encinas
Suite 104-285
Carlsbad, CA 92011

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c. 2013 San Diego Real Estate  and Estate Planning Law
Do you need to review your estate plan with an
attorney in 2017?

You may need to review your will and trust if you have
experienced either a change in your Family Status or a
significant change in your Financial Status in the last year.

Changes affecting Family

1. Marriage
2. Divorce, Separation, Death of Spouse
3. Long Term Relationships
4. Birth, Adoption, Maturity, Marriage, Divorce of Children
and Grandchildren
5. Death in the Family or Beneficiaries
6. Serious Illness, Incapacity of Spouse, Child, or Beneficiary
7. Significant changes in relationship to beneficiary
8. Change of residency to another state or country
9. Change of Trustee

Changes of Financial Status

1. Significant changes in income, net worth, or
assets
due to business success or inheritance
2. Disposal of assets in the will or trust
3. Change in employment
4. Change in business interests - partnerships,
corporations
5.
Purchase and Sale of property owned by a
Revocable Living Trust

6. Retirement

7. When selling or purchasing property you may
need to file a Living Trust Transfer Deed
8.  Attorney Living Trust Opinion Letters for Bank
and Mortgage Loans
9.  Certification of Trusts - Bank, Loan, and Stock
Transactions



What are the most recent changes in 2017 that affect my
estate planning decisions?


What are the goals for my Estate Plan?

Click the following link if you would like us to schedule a
review of you Will/Trust/Estate Plan.
Free Consultation
Call us Now
M-F 9 a.m. - 5 p.m.
(619) 322-5695

Email Us

Mailing Address
7040 Avenida
Encinas
Suite 104-285
Carlsbad, CA 92011
California Estate and
Trust Planning -
Review your plan
We serve the San Diego and Orange County Communities of La Jolla, UTC, Pacific Beach, Ocean Beach, Carmel Valley, Del Mar, Carlsbad,
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