FAQs
What is an Estate Planning Attorney?
An Estate Planning Attorney is a lawyer who helps individuals and families plan for the management and distribution of their assets—both during their lifetime and after death. Their role is to create legal strategies and documents that ensure a client’s wishes are followed while minimizing taxes, legal complications, and disputes.
What do I need to prepare for meeting with an Estate Planning Attorney?
To prepare, gather financial records, existing legal documents, and family details, and think through your wishes about inheritance, guardianship, and healthcare. This preparation helps the attorney design a plan that protects your assets, reduces legal complications, and ensures your loved ones are cared for according to your wishes.
What type of trust do I need?
The type of trust you need depends on your goals and the assets you have. If your main goal is to avoid probate and keep things simple, a revocable living trust is often a good starting point. If you’re focused on reducing estate taxes, protecting assets from creditors, or making a charitable gift, we might look at an irrevocable trust or a more specialized trust. Let’s go over your property, family situation, and concerns so I can recommend the trust structure that fits best.
Can’t I do this for free online?
The cost really depends on the complexity of your situation and the type of plan we create. For example, someone with a straightforward estate and a simple will typically requires less work than a family with multiple properties, business interests, or specialized trusts. I don’t believe in one-size-fits-all pricing because my goal is to craft a plan that truly fits your needs and protects your family. After we meet and I understand your assets, family dynamics, and goals, I can give you a clear proposal so you know exactly what’s involved before we begin. What I can promise is that you’ll know the full scope and fee up front—there are no surprises once we agree on the plan.
How do I get started?
The first step in creating your estate plan is completing our estate planning workbook, which helps you organize important information about your family, assets, and goals. This ensures that our initial meeting is productive and tailored to your specific needs.
To request a workbook, please email us at info@krudinlaw.com and include your name, address, phone number, and email. Our office will then contact you to determine which estate planning materials are appropriate for your situation and guide you through the next steps.
Have questions about estate planning? Browse our frequently asked questions here or call us directly at (714) 594-5234 for personal assistance.