• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
Law Offices of Jonathan G. Stein Logo
(916) 247-6868
  • Home
  • About Me
    • Organizations, Publications and Presentations
  • About You
  • Practice Areas
    • Debt Collection
    • Estate Planning
    • Personal Injury
    • Landlord Tenant
  • Client Testimonials
  • Resources
    • Blog
    • Brochures
    • Helpful Links
  • Contact

Everything You Need to Know About Estate Planning Costs

March 2, 2021 by Jonathan Stein

Let’s be honest: a major obstacle to proper estate planning for many people is the cost. Sometimes it’s hard to see how estate planning can save money, time, and headaches in the future when there’s a significant price tag in the present. That’s why Elk Grove estate planning lawyers want to let people in on some secrets that could save them money while still allowing them to put proper estate planning in place.

Do Your Research Before You Start Planning
Doing research is a great way to find out about your options when it comes to estate planning. Reading blog posts (like this one), watching YouTube videos, and attending free seminars are all great ways to learn more about estate planning and make better-educated decisions when it comes time to plan. While you’re doing your research, you should also think about the goals you want to accomplish, as they may impact how much your estate plan will cost.

Settle on a Budget
While you’re doing your research on estate planning, you should also think about your budget. This includes speaking with estate planning attorneys in your area to see if they work on an hourly or flat fee basis, as well as finding out if they offer complimentary consultations. Here’s one industry secret that may help: even if the attorney does charge a fee for an initial consultation, that fee will usually be credited towards the balance of your bill if you decide to let them help create your estate plan.

Know What – and Who – You Want in Your Estate Plan
Most estate planning lawyers will send an intake form before your initial consultation to gather as much useful information as possible and will also tell you which documents you should bring to your meeting. These documents can include real estate deeds, insurance policies, and bank statements. This will help give you an idea of what types of assets and property you’ll include in your estate plan. In addition, you’ll also want to think of who should be named in your documents and what kind of distributions your beneficiaries will receive. This information will help your attorney thoroughly prepare your estate plan, meaning there’s less chance of having to re-do documents if you change your mind or discover additional financial accounts.

If you have any questions about the estate planning process and what you need to know, please contact me at (916) 247-6868 to schedule a consultation.

Categories: Estate Planning, Law, News Tags: #estateplanning

Primary Sidebar

Sign Up For Our Newsletter Below

Lists*

Allow Me to Help You

    Footer

    Contact Us

      Practice Areas

      • Debt Collection
      • Estate Planning
      • Personal Injury
      • Landlord Tenant
      The information contained in this website is provided for informational purposes only, and should not be construed as legal advice on any matter. The transmission and receipt of information contained on this Web site, in whole or in part, or communication with The Law Offices of Jonathan Stein via the Internet or e-mail through this website does not constitute or create a lawyer-client relationship between this firm and any recipient. You should not send any confidential information in response to this webpage. Such responses will not create a lawyer-client relationship, and whatever you disclose will not be privileged or confidential unless this firm has agreed to act as your legal counsel and you have executed a written engagement agreement with The Law Offices of Jonathan Stein. The Law Offices of Jonathan Stein © 2023. All rights reserved. | Sitemap | Privacy Policy | Disclaimer