An Estate Plan Built For You
Estate plans come in all shapes and sizes, from a simple will to a complex revocable trust. A good estate planning attorney listens to your needs and your wishes for your loved ones and your favorite charities and helps you put together a plan to help you reach your goals.
At the Law Offices of Mary L. Symons, Ms. Symons has helped many individuals and families to craft plans that will protect their wishes and their hopes for years to come. Among other estate planning matters, she has experience with:
- Revocable trusts
- Powers of attorney
- Advance health care directives
- Life insurance and retirement plan beneficiary designations
- HIPAA releases
Depending on your situation, you may or may not need a trust. Whether it makes sense to have a will or a revocable trust as the anchor of your estate plan, you can count on Ms. Symons to walk you through that decision and craft it in a way that fits with your assets and goals.
Unique Estate Planning With Your Goals In Mind
Your vision should determine the shape your estate plan takes. When you work with Ms. Symons, she will start by getting to know you – understanding who you are and your goals and expectations for the legacy you wish to create. She will gather thorough information through an in-depth questionnaire, which is critical for gaining a complete grasp of your assets, debts, family members, loved ones and wishes. Ms. Symons will listen to you attentively and ask questions to ensure that she fully understands what you are looking for and what you hope to achieve.
People often have multiple goals when it comes to estate planning, and sometimes those goals conflict with one another. Ms. Symons is skilled at identifying those conflicts so that your wishes don’t get undermined. She can walk you through your options to address that conflict and empower you to make informed decisions.
Once all of the information-gathering and decision-making has been addressed, Ms. Symons will advise you of the estate planning tools necessary to accomplish your goals. Applying meticulous attention to detail, she will craft the documents and carefully tailor them to your needs.
Ms. Symons is committed to putting in the hard work to provide people with high-caliber estate planning services – the same caliber you’d find at a large firm, but without the hefty price tag.
What To Look For In An Estate Planning Lawyer
Education and experience are key things to look for when choosing a lawyer. You want to work with someone who understands the intricacies of this niche area of law and can address potential hurdles before they become obstacles.
You should also look for a lawyer who asks a lot of questions. This means they are detail-oriented and committed to doing a thorough job in meeting your needs. They shouldn’t just rely on estate plan drafting software, but rather on their own judgment and intuition gained from experience.
You will find that Ms. Symons meets this criterion in providing thorough, detail-oriented, carefully tailored estate planning services.
Start Planning Your Future And Your Family’s
Located in San Rafael, California, the Law Offices of Mary L. Symons helps individuals and families in Marin County and throughout the San Francisco Bay Area.