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What documents do I need to begin my estate plan?



In our office, all we need is a copy of your grant deed. The grant deed is the title document that

shows you on title to your home if you own one. In CA, the moment you buy a home you are

sent a grant deed even if you have not paid off your home. We do NOT need any of your

financial information. For revocable and amendable trusts, you should NOT be providing

financial information to your lawyer.

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