Plan Your Legacy With Confidence
Estate planning is one of the most important steps you can take to protect your family and assets. Whether you need a basic will or a full trust-based estate plan, we’re here to help you create a clear, enforceable plan that reflects your goals. We assist clients across California with powers of attorney, healthcare directives, and probate-avoidance strategies that provide peace of mind and long-term protection for your loved ones.
Schedule a Consultation
We will get back to you as soon as possible.
Please try again later.
Why Planning Your Estate Matters Now
Failing to create an estate plan can lead to confusion, family conflict, and costly probate. Proactive planning gives you control over your assets, healthcare decisions, and legacy.
What to Do to Start Your Estate Plan
Start by discussing your wishes with your loved ones and gathering basic financial and medical information. Then, meet with an estate planning attorney to create documents that protect your decisions and reduce legal burdens on your family.
How We Help With Estate Planning
Drafting wills and durable powers of attorney
We draft clear, legally enforceable estate documents that reflect your goals while meeting California requirements.
Establishing revocable and irrevocable trusts
We help create trust structures that match your estate planning goals, family dynamics, and potential tax implications.
Coordination with beneficiaries and successor trustees
We help ensure your documents are coordinated, accessible, and legally sound for your beneficiaries and fiduciaries.
Frequently Asked Questions
What documents are needed to create a valid will?
You'll need a valid will, durable power of attorney, and potentially a living trust depending on your estate goals.
What happens if I die without a will in California?
The state will distribute your assets according to intestacy laws, which may not align with your wishes.
Is a living trust better than a will?
It depends on your goals. Trusts avoid probate and offer privacy, but they require more setup. Wills are simpler but go through probate.