Why Estate Planning Matters
Without proper planning, your assets may be subject to lengthy probate proceedings, unnecessary taxes, and distribution according to state law rather than your wishes. A comprehensive estate plan avoids these pitfalls and gives you peace of mind knowing your family is protected.
Estate planning isn't just for the wealthy—it's for anyone who wants control over what happens to their assets and who makes decisions on their behalf if they become incapacitated.
Flat-Fee California Estate Plans
We offer comprehensive California estate plans at a flat fee for both individuals and couples. Our complete living trust packages include everything you need to protect your assets and avoid probate—with no hourly billing surprises.
Contact us to learn more about our flat-fee estate planning services and what's included.
Our Estate Planning Services
We help clients create and maintain comprehensive estate plans, including:
- Revocable living trusts
- Pour-over wills
- Durable powers of attorney (financial)
- Advance healthcare directives
- HIPAA authorizations
- Trust funding guidance
- Beneficiary designation review
- Trust amendments and restatements
- Special needs trusts
- Irrevocable trusts for asset protection
Our Process
We make estate planning straightforward and stress-free. After an initial consultation to understand your goals and family situation, we prepare draft documents for your review. We then meet to walk through everything in detail, answer your questions, and execute the documents properly. Finally, we provide guidance on funding your trust to ensure it works as intended.
Keeping Your Plan Current
Life changes—marriages, divorces, births, deaths, and changes in assets all affect your estate plan. We encourage clients to review their plans periodically and are here to help with updates as your circumstances evolve.