Private Client Planning
Private-client estate planning for California families and professionals whose businesses, real estate, investments or family circumstances require more than a standard trust package.
Serving physicians, executives, entrepreneurs, investors and other successful professionals.
Request a Private Client ConsultationTell us briefly what you need. A member of California Legacy will follow up regarding next steps.
Larger estates, multiple properties, closely held businesses, and family circumstances that do not fit a template require planning that is designed—and then actually implemented.
California Legacy guides private clients from planning through execution and implementation, helping coordinate the details required to put the estate plan into effect. Depending on the engagement, that may include real-property transfers, deed preparation and recording, trust-funding assistance, asset-retitling guidance, beneficiary coordination, and business-interest coordination.
Physicians with practice-specific planning needs may also review our physician estate planning page.
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.