Visalia, CA Estate Planning Blog

Tuesday, March 4, 2014

A Path for Your Success, A Plan for Your Future

Estate planning is not a transaction; an effective estate plan is a lifetime process. That’s why we offer an Estate Plan Maintenance service for our clients. Our yearly membership is called PathPlan©, and is designed to give you peace of mind that your planning is in order, up to date, and includes any and all changes required to ensure your wishes are in place and carried out. 

When you enroll in PathPlan© you engage us to continue as your personal attorney, and guide along your path to peace of mind. We will be there to make sure your plan is regularly reviewed and refined, that your file is maintained and updated, and that your healthcare wishes will be honored. Our job is to ensure the continued integrity of your plan, and confirm that your goals are being addressed. 

With PathPlan©, you can rest easy knowing that you’re on the right track with a guide who knows the way.

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Located in Visalia CA, Joan A. Watters, Esq. Attorney at Law assists clients throughout the Central Valley of California with various estate planning and elder law. Areas include but are not limited to Visalia, Exeter, Tulare, Hanford, Bakersfield, Lemoore, Three Rivers; and the surrounding counties of Tulare, Kings, and Kern.

© 2024 Joan A. Watters, Esq., Attorney at Law | Disclaimer
PO Box 547, Visalia, CA 93279-0547
| Phone: 559-635-1775 | 559 786-0390

Estate Planning | Estate Planning with Wills | Trusts & Estate Planning | Estate Planning/Non-Traditional Families | Advanced Estate Planning | Planning for Children | Family Limited Partnerships | Special Needs Planning | Guardianships | Asset Protection | Probate / Estate Administration | Business Succession Planning | Elder Law | Fees

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