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Estate Planning Overview

Estate Planning Counsel

The Alvarez Firm prides itself on developing a relationship with each of its clients and learning the unique characteristics of their family, financial, professional and personal circumstances, in order to prepare personal plans and documents. Before the initial consultation, clients are encouraged to view the Estate Planning Basics video on this website, which provides a professional overview of the estate planning process.

Based on each client’s goals and the information provided, our attorneys will develop a plan and create estate planning documents uniquely suited to your family, financial, professional and personal goals and circumstances. The Alvarez Firm will collaborate with clients’ personal accountants, financial planners or insurance planners, to ensure the estate plan dovetails with the planning they have already provided. If clients need recommendations for professionals in these fields, we can help with referrals.

Estate Planning Video