Estate Planning attorneys in Beverly Hills

After signing an estate plan, ask whether the documents match the assets in practice. List real estate, financial accounts, business interests and insurance with current holders, beneficiary arrangements and responsibility for follow-up. A trust in a binder does not establish that every asset has been placed into it. The courts’ planning document overview (selfhelp.courts.ca.gov) helps distinguish wills, trusts and powers of attorney.

For Beverly Hills property, bring deeds, loan records and earlier transfers, not just an address. Los Angeles County’s recording requirements (www.lavote.gov) concern acceptance of recording documents; recording alone does not resolve every tax question. The state’s change-in-ownership guidance (www.boe.ca.gov) is a starting point for a separate review of the proposed transfer.

Ask whether the fee includes an asset inventory, title documents, recording coordination, account follow-up and later updates. Disclose remarriage, shared ownership, business partners and out-of-state assets. Compare how the plan will be implemented and maintained, rather than counting documents in the package.