Free Guide for California Families
Six mistakes most families make when choosing an estate planning attorney.
Avoid them before you sign anything.
Most families don’t know what to ask.
A well-drafted estate plan protects your family for decades. A poorly drafted one — or one that’s never properly funded — can unravel everything you worked for. This free guide walks you through what to look for in the attorney you choose, so the plan you build actually holds up when it matters.
What you’ll learn
1. Can I do my own will online?
Online will services look affordable, but they often miss the protections a California family actually needs. Learn when an online will is enough — and when it leaves your family exposed.
2. What will this really cost?
The true cost of estate planning isn’t the sticker price of the documents. It’s the cost to your family if the plan doesn’t work. See how to evaluate cost honestly, and what to watch for.
3. How do I keep my plan updated?
Laws change. Families change. Assets change. Find out exactly what needs to be reviewed over time — and what most firms never tell you to touch again.
4. Can’t I hire any attorney?
General-practice attorneys who draft one or two estate plans a year miss things a focused estate planning attorney catches every day. See why that gap matters.
5. What does “funding” a trust actually mean?
An unfunded trust is just paper. Funding is the step most firms skip — and it’s the one that determines whether probate is avoided when the time comes.
6. Who will actually do the work?
Many firms hand you off to a paralegal or a junior associate after the first meeting. Know how to tell — and how to find an attorney who stays with you end to end.
Send me the free guide.
A 15-minute read. Six things most families wish they’d asked before signing.
Prefer to talk it through? Book a fifteen-minute consultation with Kelly directly.