This checklist helps you make sure your affairs are in order without breaking a sweat. Estate planning tools, including living wills and advanced healthcare directives, are essential for Californians now more than ever. Claim your free copy of this checklist to make sure life doesn't catch you by surprise.
Cagla has been our family's estate planning attorney for many years and she has helped multiple generations of the McWilliam family. Her knowledge of wills, trusts, and everything else is extensive, but what really strikes us is how kind and patient she is. No question we ask is "dumb". She takes the time to thoroughly explain each concept to us, and we came away with a very clear action plan of what we needed to do. We can't recommend Cagla highly enough.
One of the top five decisions I have made in my life is having Cagla handle my estate plans. Cagla recommended a Trust and other documents to protect my family’s assets and to ensure medical wishes would be honored and directions be followed if ever needed. Peace of mind in an unimaginable situation is priceless. When it matters most for the most important things in your life, Cagla’s expertise, professionalism, and kindness cannot be matched.
The backbone of an estate plan, understand the fundamental tools you need to protect your assets and your family.
Incapacity planning, or being unable to make medical/financial decisions on your own, is an important part of planning.
From conversations with loved ones to staying organized, these tips will help you understand how to keep on top of everything.
Cagla serves clients throughout Southern California in the counties of Orange and Los Angeles. As an experienced estate planning attorney, she guides individuals and families to create plans that are unique to their needs and circumstances.
Ultimate Estate Planning Checklist