Orange County California

Trust Attorneys


When it comes to creating an estate plan, the information that your attorney needs is seemingly endless. The good news is that providing your attorney with this information will give him everything he needs to create the best possible plan for you and your family. In addition, the information will aid in the implementation of your estate plan after you pass away. As part of the process, your attorney will likely ask you for details about your assets and income. This includes questions about the real estate holdings that you may have.

Information to Share With Your Attorney

As you prepare for your meeting with your attorney, it may be helpful to have the following information on hand:

  1. The street address, city, and state where the property is located.
  2. A copy of the deed, if you have it handy.
  3. The owner of the property and, if there are multiple owners, the type of ownership involved.
  4. The amount of money that you paid for the real estate. If you paid less than fair market value for some reason, it is important to let your attorney know.
  5. Whether there is a mortgage on the property and, if so, the balance on that mortgage.
  6. The approximate current value of the property.
  7. Whether the property is used as a primary residence, a secondary residence, or a rental property.

This page includes info on the questions you have about your real estate holdings.For more info call or email feel free to contact us. Your attorney will use this important information to help outline the options available to you for how to deal with real estate in your estate plan. Are you interested in learning more about how estate planning can preserve your legacy? We encourage you to view our free report, Multi-Generational Trust: Protecting Your Loved Ones’ Inheritance.

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