Do You Need to Work with an Attorney?

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Choosing a Family Attorney

When choosing an attorney for your family, you are selecting a life-long partner who will be there for you and your family in your time of need, providing the support and expertise necessary to navigate the complexities of estate planning

Working with an attorney who comprehends your unique family dynamics, values, catholic teachings, and long-term goals is essential. They will tailor their guidance to your specific needs, ensuring that your estate plan reflects your beliefs and protects the well-being of your loved ones.

If you want peace of mind regarding the protection of your loved ones and assets, working with an attorney to create an estate plan becomes more than just a legal transaction—it becomes a relationship built on trust and shared values. This partnership empowers you to safeguard your legacy and provide for your family’s future, knowing that your attorney is a trusted ally on this important journey.

Do You Need to Work With an Attorney?

  • You own more than personal belongings and have more than the minimum amount of assets that will trigger probate in your state.

  • You want the ease of passing on your money, assets, and values without going through a court process.

  • You want the confidence knowing your plan was prepared correctly by a professional with a fiduciary duty to you.

  • You want to incorporate Catholic teachings into your estate plan.

  • You want to make sure your plan stays up to date.

  • You want your family to have someone to turn to in their time of need.

This is why it is critical to work with a law firm that doesn’t just send your forms and send you on your way, but provides you and family with the complete care you need throughout your lifetime and beyond.

What should this type of planning cost?

  • In places like California, this planning will save you $25,000 if all you have is a house worth $500,000. You will want to check how much probate will cost in your state to determine how much you will save.

  • Estate plans range from $1500 to $10,000 depending on the services needed.

  • Average fee for a full-trust based estate plan is $6,000-$8,500 at most reputable California estate planning law firms. This range varies state to state. Be sure to ask what the service includes to successfully evaluate the cost.

  • Be sure to ask the firm about ongoing maintenance costs, payment plans, and if your employee benefit plan can apply toward fees.

This is why it is critical to work with a law firm that doesn’t just send your forms and send you on your way, but provides you and family with the complete care you need throughout your lifetime and beyond.

Are you ready
to set up your
estate plan?

If you are located in California, we invite you to schedule a planning session with a member of Laura’s team who can help you get started with creating your family’s Catholic based estate plan. Click here to schedule a planning session with The Meier Law Firm or call 949-718-0420. Don’t leave your children at risk one more day!

If you live outside of California, please submit your contact information so our team can reach out to discuss options for obtaining a Catholic-based estate plan in your state.