A place to begin

A little preparation.
A clearer conversation.

You don’t need all the answers. These resources can help you organize your thoughts and take the first step.

Your first conversation

Start with
what you know.

This simple checklist helps you think through the topics you may want to discuss with Rachael.

Use it as a starting point, not a requirement. You can call the office at any stage.

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Think about your peopleWho would you like your plan to provide for? Are there children or other loved ones who depend on you?Make a general property listThink about your home, other real estate, accounts, and business interests. Account numbers are not needed here.Gather existing documentsLocate any current will, trust, power of attorney, or health care directive to discuss with the attorney.Consider people you trustThink about who you might ask to help with financial matters, health care decisions, or care for your children.Note important life changesConsider recent changes in your family, property, relationships, or long-term wishes.Write down your questionsWhat would help you feel clearer about the planning process, scope of work, fees, or next steps?

Frequently asked questions

Let’s make the
first step easier.

Do I need a will, a trust, or both?

The right combination depends on your property, family, and goals. A will and a living trust serve different purposes and can work together. Rachael can help you understand which documents fit your circumstances.

What if I already have an estate plan?

Bring your existing documents to the conversation. Changes in your family, property, or wishes are good reasons to discuss whether your current plan still reflects what matters to you.

What should I prepare for our first conversation?

Start with your questions, an overview of your family, and a general picture of your property. You do not need to have every answer. Our planning checklist can help you organize your thoughts.

Does Rachael work with families in Ramona?

Yes. Rachael serves individuals and families throughout San Diego and Ramona. Call the office to discuss your needs and arrange an appointment.

How much does an estate plan cost?

Fees depend on the scope of the work and your circumstances. Contact the office to discuss your needs and ask about the proposed scope, fees, and next steps before deciding to proceed.

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