ESTATE PLANNING

The purpose of having a trust in place is to protect your legacy, and your family, from expensive probate.

Thinking about estate planning can feel heavy—nobody likes to imagine a time when they’re no longer here. But we’ve seen firsthand how much love and peace of mind it brings when you take these steps, not out of fear, but out of deep care for the people you cherish most. This isn’t about paperwork; it’s about protecting your family from unnecessary heartache, expense, and confusion when they’ll already be missing you.


We make the process gentle, unhurried, and surprisingly comforting. You’ll sit with someone who listens closely to your wishes, your worries, and the stories behind every name on your list. Then we translate all of that into clear, legally solid California documents—crafted with warmth and precision so your love and intentions shine through long after you’re gone.

A complete Living Trust package usually includes:


  • Revocable Living Trust
  • Pour-Over Will
  • Advance Health Care Directive (so your medical wishes are honored)
  • Durable Power of Attorney (for financial decisions if you can’t make them)
  • Certification of Trust & Trust Transfer Deed (to fund your trust easily)
  • HIPAA Authorization (so your trusted people can speak with doctors)


With a properly funded trust, your family can avoid the public, expensive, and often year-long probate process entirely. Instead of court battles and delays, your loved ones receive what you intended—quickly, privately, and with far less stress during an already tender time.

We’ll explain everything in everyday words, answer every “what-if” question, and revise as many times as you need until it feels exactly right. Many of our clients tell us they leave our office feeling lighter—like they’ve just given their family the most thoughtful gift imaginable.

 

You’ve spent a lifetime building your legacy. Let us help you protect it with the same care you’ve always shown the people you love. When you’re ready, we’re here—no pressure, just understanding and a warm cup of coffee (or tea).