Home Q&A Forum Do I need to provide my personal and assets info to an estate planning attorney before signing a fee agreement so they can begin prepping a living trust

Estate Planning

Fee Agreement

California

Asked on Mar 7, 2023

Do I need to provide my personal and assets info to an estate planning attorney before signing a fee agreement so they can begin prepping a living trust

Looking for an estate planning attorney to prep a living trust and all other necessary docs

Answers from 1 Lawyer

Answer

Estate Planning

California

Answered 1165 days ago

Jane C.

ContractsCounsel verified

Business Lawyer
Licensed in Connecticut, District of Columbia, New York
Free Consultation
View Jane C.
4.9 (138)
Member Since:
October 9, 2020

No. You do not need to provide any information until you agree to work with the attorney.

Use of the ContractsCounsel Q&A Forum does not create an attorney-client relationship between User and any Lawyer User. The Forum is not a substitute for legal advice from a lawyer but is intended to be educational and to help the user determine if legal services are necessary. The Forum, Content, and communications on the Forum do not constitute legal advice.
Meet some lawyers on our platform

Thomas D.

26 projects on CC
CC verified
View Profile

Allen L.

81 projects on CC
CC verified
View Profile

Daniel R.

313 projects on CC
CC verified
View Profile

Jorge R.

22 projects on CC
CC verified
View Profile

People Also Asked

Estate Planning

Last Will and Testament

California

Asked on Mar 21, 2023

What happens if I die without a will?

As I have gotten older and accumulated assets, I have become increasingly aware of the importance of having a will in place. However, I have not yet taken the steps to create one, and I am curious about the potential consequences of dying without a will. Therefore, I would like to seek the advice of a lawyer to understand what would happen to my estate and how my assets would be distributed in the event of my death without a will.

View Matthew S.
4.7 (6)

Matthew S.

Answered Apr 11, 2023

If you die without a will your assets will be distributed to your heirs pursuant to the intestacy statute for your state. However, if you use a will, you can control who gets your assets and can give assets to non-blood related persons who wouldn't otherwise be an heir.

Read 1 attorney answer>

Estate Planning

Last Will and Testament

California

Asked on Apr 24, 2023

Can I create an estate plan without the help of a lawyer?

I am in my mid-fifties and have recently been diagnosed with a terminal illness. I have a large estate that I would like to be distributed to my family and friends when I pass away. I have done some research and understand the importance of having an estate plan, but I am not sure if I am able to create one without the help of a lawyer. I am looking for more information that will help me make the best decision for my family and myself.

Philip M.

Answered May 12, 2023

You can certainly go ahead and fill out simple forms to complete some easy estate planning documents like wills, but for more complicated documents like a trust (which is required if you want to avoid probate) it can get a little trickier. Further, anyone can fill in the blanks, but an experienced attorney will be able to explain what the document does and how it meets your wishes best. Hope this helps.

Read 1 attorney answer>

Estate Planning

Will

Washington

Asked on Dec 11, 2023

I want to leave my house to my grandson but give my daughter the right to live there as long as she lives. What kind of wording is needed in my will in WA State?

I want to leave my house to my grandson but allow his mom (my daughter) to live there through the end of her life. How do I word this in my will? The three of us have always lived together; my wife died recently.

View Matthew S.
4.7 (6)

Matthew S.

Answered Dec 16, 2023

You would leave the house to your grandson while granting your daughter a life estate in the property.

Read 1 attorney answer>

Estate Planning

Will

Washington

Asked on Dec 11, 2023

How do I exclude a child from my will?

I want to write my will and exclude an estranged son. Can I just have a paragraph stating my son's name and that he is to receive nothing whatsoever from my estate? Should I leave him $1.00? Is there a preferred approach to make sure he can't contest my will and receive anything? We've been estranged for years. Thanks.

View Matthew S.
4.7 (6)

Matthew S.

Answered Dec 15, 2023

Yes, you could structure your will in that way. You don't even need to leave $1.

Read 1 attorney answer>

Estate Planning

Employment Contract

Florida

Asked on Apr 12, 2023

What's vacation time in an employment contract?

I recently accepted a new job and I was provided an employment contract to review. In the contract, there is a section about vacation time, but it is not very clear. I'm trying to understand what vacation time is included in the contract and what the expectations are for taking time off. I want to make sure I have a clear understanding of my rights and responsibilities regarding vacation time before I sign the contract.

View Diane D.
4.9 (13)

Diane D.

Answered May 10, 2023

You can create your own will. However, having an attorney draft it for you will ensure that your wishes are carried out in all circumstances. Doing it yourself without having any experience may cause many problems after your demise.

Read 1 attorney answer>

Find lawyers and attorneys by city