ESTATE PLANNERS AND CLIENTS
IF YOU WANT TO PROTECT AN ESTATE PLAN
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 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
