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Questions

Questions families bring to the first meeting

We're not wealthy. Do we still need a plan?

If you own a home, have children or want a say in your medical care, yes. Most of our clients are teachers, nurses, retirees and small business owners, not the very rich.

What happens if someone dies without a will?

State law decides who inherits, and a court names someone to manage the estate. It usually means probate, more time and more cost for the family.

Can I plan for property in another country?

We plan for everything you own here and tell you how your plan fits with property abroad. For a house in Mexico, for example, you may also need a will there, and we can tell you where to start.

Do you work with blended families?

Often. A second marriage, stepchildren or a child from an earlier relationship are exactly the cases where a written plan matters most.

Can I call about my parents?

Yes, most families start that way. We'll need to speak with your parents too, partly on their own, because the documents have to reflect their wishes.

Who speaks Spanish at the firm?

Rocío Belmonte, Yolanda Arriaga and our legal assistant, Marta. Roland Vickery works in English, and one of them joins his meetings when a family needs it.

Are you notaries?

We're lawyers. A notary in the United States only witnesses signatures and can't give legal advice. We bring a notary to every signing so your documents are properly signed.

How often should a plan be updated?

Every three to five years, and after a marriage, a divorce, a death, a move or a big change in what you own. Reviews for existing clients are short.

One more question about yours?

Ask it on the phone, in English or in Spanish. If it's quick, we'll just answer it.