10/02/2026
Though weather wise it still feels like summer in the Bay Area, in other ways, Fall is definitely here.
Today, I’m taking client calls from home so I had the chance to bake a couple loaves of sourdough before the work day got started. Right now, the focus is on getting current clients’ Estate Plans designed and finalized before the end of the year. Like many firms, we no longer guarantee that new clients will be able to complete the Estate Planning process with us before the 2026 comes to a close.
If you think reaching out to an Estate Planning attorney might be a goal for 2027, you can still get started with your preparations now. I recommend speaking to those you are planning to nominate in key roles (financial/trustee, guardian, health care agent) to see if they have any questions or qualms about being appointed in your incapacity or absence. Start creating a list of where all your accounts and assets, as well as where they are held. Attorneys will want to discuss these with you and it’s a good idea to keep a running list in general. Consider if there are any special wishes or family dynamics that you’ll want to address with your attorney in your Estate Plan. These steps will be helpful even before you get started with your attorney.