It’s Time to Plan for Year-End

It may still feel like summer, but Halloween decorations are out and we’re already in the fourth quarter. Now is the time to start your year-end estate planning in San Diego.

If getting your trust and will in place is something you’d like to finish this year, now is the time to reach out. Starting in October gives us time to work through your decisions, prepare your documents, and plan for signing before the holiday season fills the calendar.

A Simple Process, One Step at a Time

You don’t need to have every answer before we begin. At On Point Estate Law, I’ll guide you through four streamlined steps.

1. Complimentary Consultation ($250 Value)

We’ll start with a conversation about your goals, your questions, and what you’d like your estate plan to accomplish. It’s an opportunity to connect and see whether we’re a good fit to work together. Reach me at (619) 273-3329 or make an appointment here to schedule your complimentary consultation.

2. Online Client Questionnaire (About 30 Minutes)

You’ll complete an online questionnaire. It takes about 30 minutes and helps me learn about your family, your assets, and the people you’d like to name in your plan.

3. Design Meeting (Zoom or In Person)

We’ll meet to work through your choices and design a plan that reflects your wishes. We can meet by Zoom or in person, whichever you prefer. If we’re planning for a couple, both of you will participate.

4. Trust Signing

After your documents have been prepared and reviewed, we’ll meet to sign your trust, will, and other estate planning documents. I’ll also explain the next steps for funding your trust.

Let’s Get Started Before the End of October

If you’d like your trust and will completed before year-end, reach out before the end of October. We’ll discuss your timeline and get the process underway.

Contact On Point Estate Law at (619) 273-3329 to schedule your complimentary consultation ($250 value).

Let’s take the first step toward checking your estate plan off this year’s list.