We’ll begin by asking what prompted your interest in estate planning. Common motivations include:
Your attorney will walk through your family situation (e.g., marital status, children, dependents) and general asset picture (e.g., real estate, business interests, investments, retirement accounts).
We do not need exact dollar figures at this stage—just a general sense to identify the best planning strategies.
Based on your goals, we will explain which documents are likely appropriate for your situation, including:
We’ll outline how the estate planning process works at Opelon LLP—from document drafting and signing to implementation and future updates.
We’ll also explain pricing, timelines, and how we make the process as smooth and stress-free as possible.
You’ll have the chance to ask any questions you may have about estate planning, probate, or trust administration. No question is too basic or too complex.
You don’t need to bring every document, but some preparation will help us provide tailored advice. Here’s what to consider:
Prepare a list of your major assets such as:
Know the names and relationships of key individuals you want to include in your estate plan (e.g., spouse, children, potential guardians or trustees).
Write down any questions you have so we can address them during the meeting.
At Opelon LLP, we specialize exclusively in estate planning, trust administration in California. We understand the unique legal landscape of the Golden State and offer practical, compassionate guidance for clients at every stage of life.
Ready to take the next step? Click below to schedule your free 30-minute estate planning consultation with one of our experienced attorneys.
We look forward to helping you create peace of mind for yourself and your family.
