For California Business Owners
Concierge estate planning for California business owners who want their family, personal assets and business interests coordinated in one comprehensive plan.
Tell us briefly what you need. A member of California Legacy will follow up regarding next steps.
For many entrepreneurs, the business is one of the family’s largest assets—and the one most likely to stall if ownership, control, and succession are left unaddressed.
California Legacy is not a document mill. We help business owners move from planning to documents to signing to funding and implementation—coordinating personal estate planning with ownership interests.
Depending on the engagement, that may include trust coordination, business-interest assignments, incapacity planning, and guidance on succession and buy-sell arrangements where appropriate. You make the important decisions. We help handle the rest.
The process is simple for the client because California Legacy manages the complexity behind the scenes.
01
We learn about your family, assets, business interests and goals.
02
Your attorney develops a plan around your circumstances.
03
We prepare the required estate-planning documents.
04
We coordinate signing and execution.
05
We assist with the funding, transfers and coordination included within the engagement.
17 Things Every California Business Owner Should Address Before Death or Incapacity Forces Someone Else to Decide
A concise private-client checklist covering ownership, control, succession, trust coordination, and implementation. You’ll receive immediate access on the next page.