Complete Estate Planning for California Families
A comprehensive estate plan protects your family, preserves your wealth, and ensures your wishes are honored. Our attorneys create customized plans for your unique situation.
2-4 Weeks
Typical Completion Time
- Initial consultation & planning
- Document drafting & review
- Signing ceremony
- Trust funding assistance
Essential Components of Your Estate Plan
A complete estate plan includes multiple documents working together to protect you and your family.
Last Will & Testament
Direct how your assets are distributed and name guardians for minor children.
Living Trust
Avoid probate and maintain privacy while keeping control of your assets.
Powers of Attorney
Designate trusted individuals to make financial and healthcare decisions.
Healthcare Directive
Document your medical wishes and end-of-life care preferences.
Property Planning
Properly title real estate and ensure smooth transfer of property.
Business Succession
Protect your business and plan for seamless ownership transition.
Estate Planning Packages
Transparent flat-fee pricing. No hidden costs or hourly billing surprises.
Essential Plan
Perfect for individuals and young families
- Last Will & Testament
- Financial Power of Attorney
- Healthcare Power of Attorney
- HIPAA Authorization
- One revision within 60 days
Complete Plan
Comprehensive protection with a living trust
- Everything in Essential Plan
- Revocable Living Trust
- Pour-Over Will
- Trust Funding Guidance
- Deed Transfer (1 property)
- Annual review for 2 years
Premium Plan
For complex estates and business owners
- Everything in Complete Plan
- Advanced Tax Planning
- Business Succession Planning
- Charitable Planning
- Multiple Property Transfers
- Lifetime plan updates
*Prices may vary based on complexity. Schedule a free consultation for a custom quote.
Our Estate Planning Process
A simple, guided approach to creating your comprehensive estate plan.
Free Consultation
Discuss your goals and receive a personalized recommendation.
Information Gathering
Complete our secure questionnaire with your family and asset details.
Document Drafting
Our attorneys prepare your customized estate planning documents.
Review & Signing
Review your documents and execute them with proper witnessing.
Frequently Asked Questions
When should I create an estate plan?
Everyone over 18 should have at least a basic estate plan. It becomes especially important when you get married, have children, buy property, or accumulate significant assets.
Do I need a trust if I have a will?
In California, a trust is often recommended because it allows your estate to avoid probate, which can take 1-2 years and cost thousands of dollars. A trust also provides privacy that a will cannot.
How often should I update my estate plan?
Review your estate plan every 3-5 years or after major life events such as marriage, divorce, birth of a child, significant changes in assets, or changes in tax laws.
What happens if I die without an estate plan?
California's intestacy laws will determine how your assets are distributed, which may not align with your wishes. The court will also appoint guardians for minor children.
Protect Your Family's Future Today
Schedule a free consultation to discuss your estate planning needs with our experienced attorneys.