ESTATE PLANNERS AND CLIENT
IF YOU WANT TO PROTECT
AN ESTATE PLAN/GIFTS
CONTACT US FOR AN
INDEPENDENT REIVEW
CA PROBATE CODE §§ 21380-21392
Do You or Your Client Need A Certificate of Independent Review?
If you or your client is considering making a testamentary gift by will or trust or otherwise to an attorney, care provider or individual involved with caring for your physical or social needs (or their relatives) or others, as the law in this area expands, and if you want protect the plan to withstand legal scrutiny, you should obtain a Certificate of Independent Review.
Our firm performs an Independent Review of contemplated testamentary transactions and, as appropriate, will provide a Certificate ("COIR") upon successful completion of the Review.
ATTORNEYS: AVOID MALPRACTICE AND RECOMMEND THAT YOUR CLIENTS HAVE AN INDEPENDENT REVIEW OF THEIR PROPOSED ESTATE PLAN.
WE PROVIDE INDEPENDENT REVIEWS FOR A FIXED FEE
(818) 746-1070
For Enhanced Intelligence (EI- formerly known as AI:
Bill Gross talks with Nathan about certificates of independent review under California Probate Code sections 21380 and 21384.