California Estate Planning

Why Estate Planning Matters

Estate planning isn’t just about dividing assets; it’s about protecting your loved ones and ensuring your wishes are honored. Without proper planning, your estate may face probate, an often lengthy and costly court process. This can not only tie up your assets but also place an additional burden on your family during a difficult time.

With a well-prepared plan, you gain the peace of mind that comes from knowing your loved ones will be cared for, your assets secured, and your decisions implemented exactly as you intend.

What Does Estate Planning Include?

Family estate planning encompasses far more than just writing a will. It’s a comprehensive approach to managing your legacy. Our services include guiding you through the creation of key documents such as trusts, advance healthcare directives, and durable powers of attorney.

A trust allows you to bypass probate and transfer property to your heirs seamlessly, while documents like a durable power of attorney ensure your financial and legal matters are managed according to your wishes if you’re unable to do so. With our guidance, every element of your estate plan is designed to fit your unique situation, keeping your goals front and center.

Affordable and Comprehensive Services

We believe estate planning should be accessible to everyone. That’s why our packages are tailored to fit your needs without breaking the bank. Our California estate planning services include:

• Will Package ($350+): Includes durable powers of attorney and advance healthcare directives, addressing key aspects of your estate in one simple package.
• Individual Services ($250 each): Only need a specific document? We offer services for creating standalone advanced healthcare directives or power of attorney documents.
• Comprehensive Estate Plans ($600 for single individuals, $1,100 for two): Designed for those looking to establish a complete estate plan, these packages include everything you need to secure and simplify the future for you and your loved ones.

Our costs are up to 70 percent lower than traditional legal fees, offering professional assistance without the hefty price tag.

Your Future Starts Here

Don’t leave your family’s future to chance. Take the first step toward protecting your loved ones and ensuring your wishes are respected. Our experienced team is ready to guide you through every step of the California estate planning process. Secure your legacy, protect your loved ones, and gain peace of mind today. Your future is worth it.

Estate Planning Wills/Trusts

Are you certain your real estate will avoid probate? Probate is a formal court process required to legally transfer property to heirs if it’s not held in a trust or lacks named beneficiaries. Additionally, real estate not included in your trust at the time of death may be subject to probate, depending on its value. In other words, whether you have a trust or not, your estate could still face probate risks.

We provide affordable legal documents to help you create a comprehensive estate plan, costing almost 70 percent less than traditional legal fees.

Our Estate Planning Packages:

Will Package – $350 and up

• Includes: Durable Power(s) of Attorney and Advance Healthcare Directive (notarizations not included)

Individual Services:

• Advanced Healthcare Directive – $250
• Durable Power of Attorney – $250

Comprehensive Estate Plans:

• Single Person – $600
• Two People – $1,100

Secure your assets and ensure a smooth transfer to your beneficiaries with our expert estate planning solutions.