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Estate Planning Practice Center

Each year people die who have not prepared a will. When this occurs, the law dictates how an individual's property is distributed, and a court may pick the guardian of your children. Dying without an estate plan can also increase the likelihood that your surviving loved ones will not be cared for. Too many people put off addressing these important issues. Don't let it happen to you.

Holstrom, Sissung, Marks & Anderson, APLC:
A Southern California Estate Planning Law Firm

Proactive estate planning brings peace of mind and there is no better time to take care of these concerns than today.

At Holstrom, Sissung, Marks & Anderson, our lawyers help people in Orange, Riverside and San Bernardino counties achieve peace of mind regarding their estates. Using wills, trusts, advanced directives, powers of attorney and a full range of other estate planning tools - they can help you to make the important end-of-life decisions that need to be made, now, and make certain your final wishes are honored when the time comes. For a free initial consultation, call or contact our offices today.

For general information on the topic of estate planning, please take time to review the following articles.

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Estate Planning Contact Form

Name

Email Address

Phone Number

Date of Birth

U.S. Citizen?
Yes  No 

Spouse Name

Date of Birth

U.S. Citizen?
Yes  No 

Address

County

City

State

Zip

State of Residence

What is your marital status?

Have you or your spouse ever been divorced?
Yes  No 

For whom do you want to provide in your Will or Trust?

If you have children, do you wish to treat all of your children equally?
Yes  No 

After your death, at what age do you want distribution to your children, if not immediately?

If you have grandchildren, do you wish to leave a specific amount of money or a percentage of your estate to your grandchildren?
Yes  No 

If so, how much and to whom?

At what age, if not immediately?

Do you want to leave a specific amount of money or other assets to any charity?
Yes  No 

If so, how much?

Name and Address of Charity

Assets

I own the following real estate (provide address/addresses)

Legal description

This property is held as follows

I have debt on this real estate with the following lender(s):

Name

Address

Telephone

Name

Address

Telephone

Asset Value

Personal Property
Checking   $
Savings   $
Cash   $
Bonds   $
Stocks   $
CD's   $
Household Goods/Furnishings   $
Automobile   $
Other (list)   $

Real Estate
Home   $
Vacation Home   $
Rental Property   $
Land   $

Outstanding Debts
Mortgage   $
Automobile   $
Credit Cards   $
Medical Expenses   $
Other   $

How did you out about find us?

If somebody referred you to us, who was it?

Special Concerns

Asset protection concerns

Elder law, Medicaid or Nursing Home concerns

Special needs of family members or other beneficiaries

Pending lawsuits

Pending divorce

Desire to disinherit a family member

Other concerns

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