Heir Estate Education Program

Many traditional estate plans fail because family members are not properly prepared for the responsibilities of being an "heir."The heirs of an estate may have little, if any, knowledge about the affairs of the estate. They are unaware of what their parents have provided and are lacking a resource of vital information about the estate and asset protection process.

At the Jeffrey M. Verdon Law Group, LLP, we believe the only way to prepare heirs for the responsibilities of being a beneficiary is through education and awareness. We are fully committed to developing and administering programs for your heirs that will allow you to successfully transition your wealth.

Experienced comprehensive estate planning attorney Jeffrey M. Verdon's goal is to be proactive on your behalf. We welcome the opportunity to reach out to your children and grandchildren, and provide a variety of informational services to them. We want to form a relationship with your heirs so that we will not be strangers to them, should we be called upon to assist in the administration of your estate plan.

The Fusion of Planning and Protection That Educates Heirs in California

As your lawyer, and with the client's approval, Mr. Verdon performs quality legal services, such as:

  • Reviewing the relevant aspects of the estate plan and asset protection strategy, so that the heirs are better prepared to be beneficiaries at the appropriate time.

  • Staying in regular contact with your heirs through our client alerts and newsletters, to keep them updated on issues and solutions in the areas of estate planning and asset protection.
  • Providing an overview of your estate plan so they are aware of their involvement and role, now and at the time of transition.
  • Becoming a resource for your heirs to address any questions or concerns, providing information as the time of transition nears.
  • Acting as a trusted adviser to your heirs in various areas of planning and other financial concerns, to help them obtain any services they may require for the management of the estate.

The Jeffrey M. Verdon Law Group, LLP, provides a holistic approach to estate plans by establishing relationships with heirs. We offer the heir estate education program as a value- added nonfee service, to ensure that estate plans and asset protection strategies can operate effectively. For a confidential discussion of estate issues and heir preparation during an initial consultation, contact the firm in Newport Beach or Redwood City by phone or email message.