Orange County California
Trust Attorneys

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When it comes to my real estate holdings, what do I need to bring to my estate-planning meeting? As part of the process of creating an estate plan, your attorney will review all of your assets and how they are held. Real estate is no exception. Your attorney will want to know important information such as where the property is located, who owns it, and whether you have a mortgage on the property. This information will help him assess whether you would benefit from using a living trust to hold title to the property.

Real Estate Paperwork to Gather

In preparation for your meeting, consider gathering the following items relating to your real estate holdings:

  1. Copies of deeds for real estate located in Orange County
  2. Copies of deeds for real estate located in any other county, state, or country
  3. Copies of mortgage balance statements
  4. Copies of mortgages
  5. Copies of any trusts that are currently the holder of real estate that you own
  6. Copies of trustee certificates, if any of your real estate is held in trust
  7. Approximate current value of the property
  8. Copies of paperwork documenting liens on the property

When it comes to my real estate holdings, what do I need to bring to my estate-planning meeting? As you create your estate plan, you may find yourself with some homework to do. It is important to take these extra steps in order to ensure that your attorney creates an estate plan that is the best fit for your family. Estate plans are not a one-size-fits-all endeavor; the needs and goals of every family are unique. We have helped countless families craft a plan that accomplishes their goals. Contact us today using our online contact form to find out how we can help you.

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