Roseville, CA estate planning & probate attorney Kristin M. Kaminski talks about the estate planning process at her firm. She mentions that the estate planning process at the firm begins with an initial interview, during which the client and attorney discuss family dynamics and identify individuals whom the client trusts as potential trustees. The conversation extends beyond financial matters to include considerations about medical decisions. At this stage, the discussion does not focus in detail on specific assets; rather, it addresses broader topics such as the nature of the client’s children or, when applicable, intentions to leave assets to charitable organizations, alma maters, or religious institutions.

Following the initial meeting, the attorney drafts the necessary documents. The client then returns for a signing meeting, during which all documents are reviewed and executed. This is followed by a funding meeting, where the client is guided through the process of designating beneficiaries and titling assets into the trust. During this meeting, the attorney also provides support in preparing deeds and completing other essential steps to ensure the trust is properly funded.