Main Office:
  • 66 Bovet Road
  • Suite 280
  • San Mateo, CA 94402
  • Tel: (650) 573-9500
  • Fax: (650) 573-9689
  • Email: contactus@chauvellaw.com
 
 
LGBT Friendly Firm

 

ESTATE PLANNING CHECKLIST

Think you’ve covered all your bases for estate planning? You may be surprised.
 
Please take a few minutes to answer the questions below.
 
  • Do you have a will?
  • If your estate is worth over $150,000, do you have a trust?
  • Have you set provisions in your trust or will for the payment of estate taxes?
  • Have you legally designated someone to take care of your children if you pass away?
  • Have you legally documented how your property will be distributed after your passing?
  • Have you designated someone (a trustee or executor) to take care of your affairs after death?
  • Have you set up an Advanced Health Care Directive that provides the names, addresses and telephone numbers of your designated agents? (Otherwise known as a Durable Power of Health Care.)
If you answered no for any of the questions listed above, we recommend you meet with our attorneys to work on your will and trust.
 
Even if you answered yes for all of the above questions, you should still meet with our attorneys if you have recently experienced the following:
 
  • Your Advanced Health Care Directive was executed before 2003.
  • The gross value of your estate (excluding the amount you owe) changed.
  • You married, remarried or divorced.
  • Your family has changed – new or deceased child or other beneificary.
  • You bought or sold a piece of property.
  • You sold stock or other assets.
  • You moved to another state.
The attorneys at Chauvel & Glatt work closely with clients to ensure their estate plans are tailored to their needs. Contact us today to learn more about our services.
 

For more estate planning guidance, read our "8 things you may not know about estate planning" or frequently asked questions