Wisdom of Delay: Why Waiting Matters
Leaving an outright inheritance to your children at your death might seem like a natural choice, but there are good reasons to consider...
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Welcome!
I am Lynn K. Girvin, managing attorney at the Law Office of Lynn K. Girvin. I have been practicing law for twenty-five years and absolutely love what I do. The focus of my practice is on estate planning designed for your unique family and financial situation. One size does not fit everyone so I pay close attention to detail and take great care in crafting an individualized estate plan just for you.
I currently live in Costa Mesa with my husband and these three busy young boys and understand the costs associated with raising a family in Orange County. And I share the same concerns as other parents of young kids such as who will we name as guardian of our minor children and how do we want their inheritance distributed? I understand, firsthand, the needs of growing families and that most people don't want to deal with attorneys or the financial part of putting an estate plan together. I prepare your plan based on a flat fee so there are no surprises. And you can call me any time with questions without the anticipation of an invoice afterward.
I use the latest, best software and am confident that you will feel great with your finished product.
But don't just take my word for it, see what our happy clients are saying ...
Three Easy Steps
Estate planning doesn't need to be complicated.
That's why we made our process simple from start to finish.
1. Information Gathering
After scheduling your first appointment I will send a Client Worksheet for you to complete. This worksheet gives you an opportunity to consider your overall goals and gather basic information relating to your estate. Of course if you have any questions about any of the information in the worksheet I encourage you to call me any time. Please just bring this completed form with you to our first meeting. I look forward to getting started on your plan.
2. Initial Meeting
Next we we will meet to talk about your specific concerns. This first meeting usually lasts anywhere from one to two hours. I take the time to answer your questions and explain my ideas in plain English so that you understand the process. Many clients only want to know the bare minimum while others prefer to understand more fully the different provisions and procedures in implementing their plan. Either way, this first meeting a perfect time to address any questions that you may have. I want you to know that your concerns are my concerns.
3. Plan Completion
After our initial meeting I will prepare your individualized plan, which usually takes between two to three weeks. Once you are comfortable with your plan particulars we will meet again to sign and notarize your documents. Signing your documents takes about an hour, after which I will guide you through the funding process and you are done! You will be able to rest assured knowing that your goals have been met and that your family is protected. It's that simple.
What We Do
Making end-of-life decisions is never easy and we get it.
That's why we offer thoughtful advice throughout the planning process. We guide you from start to finish and take time to explain things along the way.
Recent Articles
We provide thoughtful articles about estate planning topics so that you are informed and have a resource that you can go to if you have any questions. As always, please call if you need more information.
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