Individual Estate Planning

Note from Bruce D. Gleit, Attorney at Law

You are to be commended for educating yourself about the importance of estate planning. The information you have listed in this Workbook will be used as a guide in preparing your estate planning documents. 

When you come in for your scheduled appointment you will need to bring:  the Grant Deed (not a Deed of Trust or Deed of Reconveyance) to any real estate you own in California, any Pre-Nuptial or Post-Nuptial Agreements, any existing Estate Planning Documents (Will, Trust, etc.) and your Address Book.
Please remember that Bruce D. Gleit, Attorney at Law never charges to speak with an attorney (or anyone else in our office). So don’t hesitate to call us if you have any questions or concerns. We look forward to seeing you at our office soon