Do you have a plan to Protect Those You Love Most?
- Expert California Estate Planning Lawyers
- Comprehensive Planning
- Modern & Convenient Process
Direct phone, email, and Video access to the Attorney helping you throughout your entire planning process and beyond - no passing you off to an assistant here.
We continually work to keep both our process and our planning techniques as modern as possible - don't settle for less!
Estate planning can be a stressful topic. We aim to create a laid-back atmosphere without any unneeded pressure or dramatization.
The vast majority of our plans are completed on a flat-fee basis. We believe in providing a fair price to all without sacrificing quality of work or outcomes.
Meet with our Attorneys via Video Conference to learn about your options and talk through goals/wishes. Design your overall estate plan based on what's right for your unique situation.
Our Attorneys then draft your bespoke Estate Plan tailored to your needs. When ready, drafts are sent along with a full Video walkthrough of your plan explaining every part.
Once a final version is agreed to, our mobile notary will come right to you at home or work to sign your plan. We'll then walk you through every step of properly funding your trust based on your individual assets.
Your Family is now protected from the pains of Probate Court and you've officially Secured your Estate - Congrats! As life or the law changes, we'll be here to assist with keeping your plan in order.
We get it, Estate Planning isn’t exactly the most fun thing in the world. Trust us, we’ve made this process as easy as it can be for you. Remember, there’s absolutely no obligation in setting up a free consultation to talk through your options, so for once and all let’s get this done!