The Flanigan Law Group, A Professional Corporation
Call Our Irvine Office Today
Click Here To Call Now
Local: 949-450-0041
Toll Free: 800-732-2413

Top 10 List to Take to Your Irvine Estate Planning Attorney

The changes in estate planning laws in January motivated many people to visit their estate planning lawyers to review and revise estate plans. If you have not already done this, here is a list of 10 "to do" items you should take to your Irvine estate planning attorney before the end of the year:

  1. Create an estate plan
  2. Review and update an existing plan
  3. Create/update your will
  4. Make tax-free gifts
  5. Secure/update healthcare documents
  6. Review/update guardian choice for minor children
  7. Review/update beneficiary designations
  8. Review/update your insurance
  9. Discuss your estate plan with your family
  10. Secure basic estate planning documents for unmarried children over 18

The Flanigan Law Group provides Southern California residents with personal attention for estate planning, administration and litigation legal services. When disputes between families, arise, they are very successful in resolving legal estate issues quickly and efficiently while preserving financial and emotional resources. Contact the Flanigan Law Group at 949-450-0042.

No Comments

Leave a comment
Comment Information

Learn How We Can
Help You

Send Us An Email

How May We Help You?Send Us An Email

Bold labels are required.

Contact Information

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.


Privacy Policy

15615 Alton Parkway
Suite 450
Irvine, CA 92618

Toll Free: 800-732-2413
Fax: 949-271-6346
Map & Directions