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If your existing estate plan was not prepared by Inherit or one of our attorneys, then we need to review it and get to know you before we can change, amend, or restate your plan. That is why we offer estate plan review, in three simple steps:
Visit our secure portal to upload your plan, answer a few questions, and schedule your attorney conference, in person or by Zoom.
Meet with your Inherit attorney.
A week later, your Inherit attorney will provide you a written summary of your plan, their understanding of your objectives, and their recommended course of action to achieve those objectives. From there, you can decide whether and how to proceed as an existing Inherit client.
This offer contemplates review of a standard California revocable trust and attending documents, not of charitable, irrevocable, or otherwise complex trusts, as determined by your Inherit attorney, either before or during your attorney consultation, in which case you will receive a full refund.