Ask Yourself 

These Questions Regarding
"Estate Administration"

I have thoughtfully drafted, thoroughly implemented and carefully maintained my estate plan so my appointed fiduciaries can smoothly administer the estate after my death.
Yes.
No.

I have created and maintained an up-to-date inventory of my assets (and their respective values) to help ease the Collection and Management burden for my appointed fiduciaries.
Yes.
No.

I have prepared my appointed fiduciaries for their responsibilities to pay my debts, taxes and expenses in a timely manner and they are aware of their potential personal liability for failing to do so.
Yes.
No.

I have prepared my appointed fiduciaries for their responsibility to distribute my estate to the beneficiaries I have chosen as provided in my estate plan.
Yes.
No.

If you are not satisfied with any of your answers, it may be time to schedule an appointment with your attorney to review your legal planning. If you would like to meet with us, please call the office at 415-357-2087 to schedule an appointment.