ESTATE PLANNING

Scroll down to learn more about how we can assist you.

The team at Diehl Law Firm, APC has extensive experience preparing estate planning documents.

Focusing on the following areas:

Estate Planning Document Preparation
Trust Funding Documents
Amendments and Restatements of existing estate planning documents

Estate Planning Document Preparation

Documents are drafted and customized to fit your unique needs. The following documents may be included in your estate plan:

Trust (Revocable or Irrevocable)

Certification of Trust

General Transfer and Assignment of Personal Property

California Deed Preparation - Transferring Title to your Trust

Authorization for Release of Protected Health Information

Advance Health Care Directive

Uniform Statutory Form Power of Attorney

Last Will and Testament (Pour Over Will)

Estate Planning Process with Diehl Law Firm APC

Schedule Your
Estate Planning Consultation

Call our office at (209) 310-2903 to schedule an appointment.

If you would like us to contact you to schedule an appointment, please fill out the form below:

Complete our Comprehensive Information Packet Prior to your Consultation

The Information Packet is intended to provide us with an overview of you and your assets. The requested information helps us determine what estate planning tools may be right for you and your family.

Meet With Us to Discuss Your Unique Estate Planning Goals

During your initial estate planning consultation, you can expect us to give you an overview of estate planning and provide suggestions and guidance for which documents may be appropriate for your needs.

Receive & Review Drafts of Your Estate Planning Documents & Schedule Signing Appointment

We encourage you to review your draft documents carefully. We welcome you to call if you would like to review your drafts together rather than sign your finalized documents at your next scheduled appointment.

Sign Your
Estate Planning Documents

You will finalize your estate planning documents and make them legally binding when they are signed. Some of your signatures will also be notarized. When you sign the documents with us, we will provide complimentary notarizations.

After you sign your estate planning documents, we will scan the documents, so they can be provided to you in a digital format and record any Deeds that were prepared.

Take Your Finalized Estate Planning
Binder Home

Your Estate Planning Binder will include the original documents and a flash drive with digital copies of your estate planning documents.

We will meet with you to introduce you to your Estate Planning Binder and answer any questions that you may have.

Updating Your Estate Plan

We recommend that you review your estate plan to determine if the documents align with your current wishes at least every 3-5 years or when you experience significant life changes such as marriage, family births or family deaths. If any of your estate planning goals have changed or if you are unsure if your estate planning documents should be updated, we recommend that you schedule an appointment for an estate plan review meeting.

Who Needs an Estate Plan?

At Diehl Law Firm we believe that every adult needs to have an estate plan in place. As to be expected, the estate planning that we recommend varies for each adult and the documents in an estate plan should be tailored to each individual.