As the years fly by, our lives change. If you are coming into our office to take advantage of our complementary three year review of your Estate Plan, please remember to look for your Original Documents and your Red Binder. After you executed your Estate Plan, you left our office with the following:
1, A shiny white envelope that contained your original Estate Plan with your original signatures, and
2, A red binder that contained photo copies of your living trust.
We ask that you keep these two items in different places. We might have suggested that you keep the white envelope with the original documents in a safety deposit box or fireproof safe.
If you have any questions, please contact me at heather@falkandcornell.com.
Mary S. Falk has devoted herself to providing her clients with the type of quality legal service she herself would seek from an attorney. Her focus on estate planning has stemmed from her firm belief in protecting her clients and their families from the devastating effects that often accompany disability and death. Mary received her Bachelor of Science in Special and Elementary School Education, and her Juris Doctor from Santa Clara University School of Law... Read More!
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