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Five Steps

Five Steps to Create Your Estate Plan

Preparing your estate plan should not be a rash decision. Making decisions to “protect your estate for your loved ones” takes precise planning and ongoing evaluation. For this reason we’ve created a five step process during which we work together to create a plan that is designed to accomplish your goals. We take the time to understand the intricacies of your unique situation because we recognize that no two clients are the same. We guide you to create a complete, customized estate plan to protect your loved ones and your assets.

1. Discovery

We review your past estate plans, including any wills or trusts. We discuss any recent changes in your assets or heirs, then talk about your options for avoiding probate and reducing or eliminating estate and income taxes.

2. Analysis

We meet again to discuss your completed forms, and we answer any other questions about your estate plan. We provide expert advice and guide you to picking the best options for you and your loved ones. Then, the first draft of your estate plan is sent to you within one week.

3.  Revision

With your help, we make any changes that you want. We often make two or three revisions to the original plan, until you approve the final draft. Once you approve of your estate plan, we schedule a final meeting to sign and notarize your documents.

4. Signing

We meet again to go through every page of your estate plan one more time. Our notary helps you properly sign these papers, at no cost and our staff acts as witnesses for your will. Finally, we talk about other financial or tax options which may benefit you.

5.  Funding

As an option, we will prepare all of the paperwork, including deeds for land and transfer documents for banking, or investment accounts, to immediately protect your loved ones and your assets.

Call our Estate Planning Lawyer Herbert Law Office today at 661-273-9007.

Hear from Marc how the 5 Steps process works below.

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What Our Clients Say

  • Marc and his team were very professional, friendly & patient in dealing with our estate plan. From the initial phone call, Marc educated us & […]

    ~ Derrick M.

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  • Steve and I enjoyed your professionalism, service, and care in making us feel like we were your VIP clients. We would love to recommend Herbert […]

    ~ Stephen & Margaret P., Mojave

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  • Great experience. Marc explained everything and gave us all the time we needed to review the documents.

    ~ Kris and Sharron W., Tehachapi

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  • Pleasant and good information. We felt comfortable through the difficult decisions and never felt pressured.

    ~ Floyd and Agee R., Ridgecrest

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  • Marc and his staff put my mom’s trust on their top priority because she was hospitalized.

    ~ Louiese H., Palmdale

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  • Very professional and approachable.

    ~ James and Cecelia M., Palmdale

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  • Friendly and professional.

    ~ Tomas and Mary C., Lancaster

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  • Very friendly and easy to work with.

    ~ Michael and Carole S., Acton

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  • Very helpful, easy to understand. Felt very comfortable.

    ~ Judy W., Lancaster

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  • (Marc) was very helpful and professional … patient answering all of our questions with cogent explanations.

    ~ Terry and Nancy L., Palmdale

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  • Very pleasant and staff extremely helpful … open and honest.

    ~ Steve F., Quartz Hill

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  • Excellent. Pleasant and well-informed …you educated us.

    ~ Raymond and Lori G., Santa Clarita

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  • Explained everything well. Always available when our schedule changed. Easy to work with.

    ~ Mark and Suzanne F., Lancaster

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  • Excellent. Easy process.

    ~ Michael and Susan R., Quartz Hill

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  • Very efficient … (we appreciate) your attention to detail, ability to explain documents in “plain” English, good response time.

    ~ Thomas and Bonnie G., Tehachapi

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  • We just kept putting it off. Thank you for your patience … (and) one-on-one personal contact.

    ~ Rex and Denise H., Acton

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  • Very pleasant, patient and accommodating. Great listener … (the) Antelope Valley community should be proud of having such a caring and wonderful person like you, […]

    ~ Hovsep M. and Anna A., Palmdale

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    ~ Daniel and Linda L., Ridgecrest

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  • Personable, knowledgeable, explains well. Very happy with the courtesy and expertise in handling our Trust.

    ~ Anthony and Susan C., Lancaster

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  • It was an easy experience for a hard thing to do. (Marc is) very easy to speak with and made everything easier to understand. We […]

    ~ Bruce and Christina Z., Tehachapi

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  • (You) were always following up to make sure we had all we needed. Great service … provided a lot of information.

    ~ Carlos and Claudia O., Palmdale

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  • Excellent. Very informative …friendly … (and) explained things clearly.

    ~ Robert and Joan W., Lancaster

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  • Marc was great at understanding our needs and he and his staff are so responsive in providing what we need, how we need it … […]

    ~ James and Linda J., Palmdale

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  • (We appreciate your) thoughtfulness, friendliness and fairness to walk us through the process and helping set up a Special Needs Trust

    ~ Dale and Meryl Z., Tehachapi

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  • Friendly and welcoming atmosphere. We enjoyed working with Marc. He took time to explain and answer all and any questions … (You) did not rush […]

    ~ Keith and Susan I., Acton

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  • Marc took his time explaining everything thoroughly to us and answered the many questions we asked. We have busy conflicting schedules, so at times we […]

    ~ Sharron K. and Bonnie M., Palmdale

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  • Very professional staff … (Marc’s) first hand knowledge of the law (was very important)

    ~ Janet B., Lancaster

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  • Excellent learning experience … (we appreciate your) expertise in the field.

    ~ Danny and Diane T., Ridgecrest

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  • (My experience) was quite relaxing and worry-free … (Marc is) honest and answered any and all questions that I had leaving me with good feeling […]

    ~ James G., Lancaster

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  • Excellent. Very professional and on the other hand very open, which made covering sensitive subjects a lot easier. (Marc is) easy to talk to.

    ~ Wilfred and Julia L., Palmdale

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  • (Marc) was very patient with (me) … (and) anyone with assets and heirs (would benefit from his services).

    ~ Marcy W., Leona Valley

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  • It is not fun to plan for one’s death, but you helped us be comfortable. You were very considerate to our needs, especially when it […]

    ~ John and Diane H., Palmdale

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  • You and your staff were professional, helpful and patient … We took a long time getting everything together and you helped us and were patient […]

    ~ Jerry and Gloria V., Palmdale

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  • Excellent. Very knowledgeable and helpful 🙂 … Your office was very helpful and persistent in keeping in contact with us during a very chaotic year. […]

    ~ Christopher and Naomi E., Temecula

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  • We were in good hands with Marc’s expertise through every step. He was thorough. We didn’t feel rushed. We know that you are working for […]

    ~ Randy and Rebecca T., Lancaster

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  • It was a well-paced comfortable experience

    ~ Richard and Clara H., Quartz Hill

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  • Excellent. Professional and caring … (I liked) being able to contact you to answer my questions.

    ~ Dwight and Paula C., Palmdale

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  • It was a pleasant and easy experience working with Marc …. Everyone who believes they and their family will “be alright” without a will and/or […]

    ~ Don and Michelle W., Lancaster

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  • Marc is friendly and easy to talk to, very helpful. Marc explained everything clearly (and) patiently answered questions.

    ~ Evelyn G., Lancaster

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