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About Estate Planning
Attorney Heather Reynolds
Estate Plan Assessment - Find The Right Plan For You
I am a current California resident.
1. My Marital Status Is:
I am legally married and most of my assets are merged* with my spouse.
I am legally married and most of my assets are in my name alone.
I am legally single AND hold sole ownership to most of my assets.
I am legally single BUT most of my assets are merged* with my life partner.
*'Merged' refers to assets held in both your and your spouse's name.
2. I own real estate* in California worth $50,000 or more.
*'Real Estate' refers to real property that you own such as a home, land, condo, or apartment.
3. I have over $150,000 in assets with no beneficiaries assigned to them.
*Beneficiary: any person or entity who is named by contract to inherit the asset on your death. Some examples of assets that typically name a beneficiary include life insurance, retirement accounts, employee benefits, pay-on-death bank accounts, and trusts.
4. The following scenarios apply to me and my situation:
I have dependents from multiple marriages AND I want to make sure no one can disinherit them.
I'm concerned about lawsuits, bankruptcy, and/or creditor protection.
I have a disabled child who receives or will receive government benefit.
My spouse or I have separate* property that should be treated differently from our community* property.
None of the Above
*Community property refers to property that was earned during the marriage, including an increase in the value of homes and businesses. *Separate property refers to property that was acquired before the marriage or inherited and kept separate.
Based on your selection in #4, we stongly suggest you speak with an attorney before proceeding with a complete estate plan.
I understand that my situation may require legal counsel. Show me the recommended estate plan anyway.
Estate planning laws vary from state to state. The documents on this site are only appropriate for current California residents.
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