Initial Consultation

If you are considering creating an estate plan to transfer your assets upon death, EMSeid Estate Law offers a Bay Area Estate Planning attorney with experience in all aspects of estate planning.

trust administration attorneyThe first step in designing your estate plan is to schedule an initial consultation where we can discuss the details of your financial and family priorities. If you would simply like to have more information about our services, we can begin with a complimentary phone consultation. Our approach is to make estate planning simple for you, and educate you on the various instruments and strategies available for distributing assets to your heirs.

What Do We Accomplish in the Initial Consultation?

If you decide to retain our firm, then the initial consultation is where you will share all of the specifics of your assets, financial affairs and primary heirs or family members. Some of these items will include:

  • Ownership of real property, such as the primary residence or vacation homes
  • Community property that is owned with your spouse
  • Investment, savings and retirement accounts
  • Ages and number of children or other dependents
  • List of heirs or beneficiaries that you would like to include in your estate plan
  • Charitable interests that you support and may include as a beneficiary

It is most helpful if you can bring an itemized list of assets to the consultation, along with names any co-owners or other financial partners.

Once we understand your objectives and priorities, we can begin to outline potential uses of wills, trusts and other instruments to achieve your estate planning goals. As your Los Gatos trust attorney, we will give you options to consider that may affect how your heirs will receive property, and whether some assets need to be managed over time.

Please contact EMSeid Estate Law at your convenience so that we can schedule an initial consultation and begin the process of designing the optimal estate plan for you and your family.

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