What documents are needed for an estate plan?

A comprehensive estate plan typically includes a revocable living trust, a pour-over will, a durable power of attorney for finances, an advance health care directive, and a HIPAA authorization. Together, these documents protect you both during your lifetime and after your death.

Working with an experienced estate planning attorney ensures every document is properly drafted, legally valid, and tailored to your specific circumstances.

Kavesh, Minor & Otis — Trusted Estate Planning Attorneys In Torrance and Serving the Greater South Bay

Before you come in to set up an estate plan or a plan review, you may want to register for an estate planning seminar. These free, informative sessions provide valuable insights into protecting your assets and planning for the future with guidance from an experienced estate planning attorney. Your attendance will qualify you for a special fee discount for our estate planning services. Our estate planning law firm proudly serves clients throughout California from our main office in Torrance. We also serve Redondo Beach, Manhattan Beach, Hermosa Beach, The Palos Verdes Peninsula and the Greater South Bay area.

Philip J. Kavesh
Philip J. Kavesh
Helping clients with customized estate planning guidance and trust & estate administration for over 45 years.