Guardianship, wills, and trusts. Are a few of the services we offer here at Jefferson Estate Planning. Outside of what we “do” we want our clients to know “who we are”. We strive to create mutually beneficial relationships with our clients. After all, we’re in the business of helping people! Our goal is to provide you with seamless estate planning services in a time of need. What makes Jefferson Estate Planning different from the others when it comes to this goal? Let’s take a closer look at how we achieve helping clients with estate planning services in Temecula.
Experience in estate planning
We have proudly been serving clients in the greater Temecula area for 10 plus years. In this time, we have been able to help hundreds of clients with their estate planning needs. What sets us apart is our experience in the industry and our ability to handle each client and their unique cases. We strive to provide the best solutions for our clients, not the most expensive. What do you receive with an estate planning attorney with 10+ years in the field? You get professionalism and great communication in all aspects of the experience, whether you need an estate planning attorney, a probate attorney, or a will attorney. Estate planning can be a daunting, especially if it needs to be done quickly. We pride ourselves on how efficient and easy we can make the estate planning experience for you.
Our estate planning attorneys come to you!
Jefferson Estate planning is unique in the way we offer comfort and efficiency to our clients. Conducting initial consultations at our clients homes allows us to offer a streamlined process for estate planning. Clients save time and discomfort in a time period that could be stressful.
Personal Contact
When you call Jefferson Estate Planning, you will talk to a real estate planning attorney ready to help, there are no paralegals involved. We have a team aspect to our firm, but when we take on a client, that client will get full access to that estate planning attorney every step of the way. We want our clients to be able to contact us at any point with any question! Fast, quick, and informative responses are what we push for! Having a more intimate approach to our clients and their cases makes the flow of things go smoothly. It also streamlines efficiency, you can always pick up where you left off with your attorney. Whereas some real estate attorneys will pass you along and along.
Transparent estate planning pricing
We take the stress out of estate planning by offering transparent prices! Prices are set in stone once agreed upon, you will not have to suffer from hidden fees or unexpected financial hiccups. If you are in the search of an estate planning attorney, then you could be in a stressful time of your life. We streamline the estate planning process to be easy and fast, so you don’t have to stress any longer. When drafting a package that best suits you and your needs, we take a look at every aspect before choosing a plan. We offer only what our customers absolutely need, not the most expensive route! We also save you some money on the back end, and here’s how we do that…
Included estate planning Services
We include some services in our packages, where other estate planning firms might not. Notaries are one of those inclusions! Have peace of mind knowing every document that needs to be notarized will not result in a pile of fees, all notary actions are included and are part of the execution of the documents!
The other aspect that could lead to stress is finding witnesses for the will portion of your estate planning. By offering witnesses, we make the process of finalizing a will and other documents, shorter.
Recordings are also taken care of by us on behalf of our clients. Even if the recording office is in another county or state, we take the initiative to complete the recording of needed estate planning documents. Another process streamlined for your benefit.
The first estate planning consultation is free!
You don’t pay to discuss your needs with us! Our goal is to help educate and discover your needs as our potential client. We believe you should be fully entrusting to your estate planning attorney, and having your first consultation be free is step one towards trust.
Responsive
A conversation on the phone can only commence if the call is answered. We take pride in being responsive with all of our customers. Phone calls, emails, even text messages will be answered in a timely manner. We know in these hard times that time is of the essence.
Conclusion
Combine all of these aspects, and you will end up with an estate planning firm that cares. That has the experience needed to manage efficiently as well as professionally. There isn’t a case too big or too small for us here at Jefferson Estate Planning. We are excited and eager to help you along this journey. To find out more about us, please visit our about us page. We hope this article shed some light on who we are, and we can’t wait to work with you.
