Estate Planning Firm Walnut Creek CA
Rex Crandell Firm is the #1 Estate Planning Firm in Walnut Creek, CA
The first step in the process is to download our free Estate Planning Organizer
Once you have downloaded the organizer it is time to gather all the documents and information you will need to fill it out. We recommend taking the time to list out ALL assets you own, both tangible and intangible. This includes vehicles, property, boats, gold, bank accounts, retirement accounts, investment accounts, etc.
The question we get a lot is – WHAT IS ESTATE PLANNING?
- Estate Planning can include a variety of strategies and documents depending on the amount of assets you have. Those with a lot of assets, then you may need to use procedures to avoid or defer estate taxes.
- If you own real estate, you likely will need a revocable living trust to avoid probate.
- For those who are just starting out in life and have not accumulated many assets yet then a simple will might be a viable option.
Do you have a question for us regarding Estate Planning in Walnut Creek, CA?
Call Rex Crandell Firm today at 925-934-6320 or Schedule an Estate Planning Consultation Online!
Our firm will take the time to understand your unique situation and work with you directly through the process from start to finish!
