If your attorney is not a certified specialist by the California State Bar in estate planning, probate, and trust, he is a “general practitioner”. Orange County now has 15,000 attorneys all saying they are experts in estate planning but only ½ of 1% have passed a second bar exam that allows them to be “certified” as a specialist in estate planning.
I am a trust doctor (not a medical doctor) because I fix trusts. I estimate 80% of the estate plans I review don’t work because clients don’t keep them current or have not engaged an estate planning specialist. Kobe Bryant died in that tragic helicopter crash and failed to update his estate plan. Kobe’s widow now is forced to go to the probate court to ask the judge to include their youngest daughter into their estate plan because their plan was not updated. When did you last update your plan?
Update your estate plan today! Call W. Bailey Smith, the “Trust Doctor” at 949-833-8891.