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We start with the assets, actually, because so many of the assets depending upon how they’re titled will dictate how an estate is distributed. The first thing is to make sure that we’ve got – the client has the right people in the right places as their fiduciaries, as trustees, personal representatives, guardians, someone who can manage the financial matters. So between making sure we get the right people in place and making sure we look at title to the assets to make sure the plan executes as the clients expect it to and want it to.
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Los Angeles, CA Estate Planning & Probate lawyer Jill Eshman shares her approach to building an estate plan.