A streamlined estate plan designed for individuals or couples who want essential legal protections and clear instructions for their loved ones.

This plan provides the foundational documents necessary to ensure your wishes are respected and that trusted individuals can step in to manage important decisions if needed.

Includes:

• Last Will and Testament
• Durable Financial Power of Attorney
• Advance Health Care Directive
• HIPAA Authorization
• Guardianship nominations for minor children (if applicable)
• Basic asset distribution instructions
• Attorney consultation and signing meeting

Ideal For:

Individuals or couples beginning the estate planning process who want to ensure their wishes are clearly documented and their loved ones have guidance when it matters most.

Our most popular service is a comprehensive estate plan centered around a revocable living trust, designed to help families avoid probate and ensure assets transfer efficiently and privately.

This plan is the most common choice for families in California who want a complete estate plan that protects their home, savings, and other assets.

Includes:

Everything in the Foundations Plan, plus:

• Revocable Living Trust
• Pour-Over Will
• Trust funding guidance
• Certification of Trust
• Transfer of primary residence into the trust (if applicable)
• Trustee succession planning
• Minor inheritance protection provisions
• Structured beneficiary distribution instructions

Ideal For:

Families with real estate, children, or meaningful assets who want to avoid California probate and ensure their estate is managed smoothly for their loved ones.

The Legacy Preservation Plan is designed for individuals and families with complex estates, significant assets, blended families, or unique family circumstances that require advanced planning and careful long-term protection.

Many clients accumulate assets that hold both financial and personal value, such as classic car collections, vintage motorcycles, fine art, boats, specialty equipment, or other meaningful collectibles. Others may have more complex family structures, including blended families, children from prior relationships, or unique family considerations that require thoughtful planning to ensure assets are preserved, managed, and distributed according to their wishes.

Includes:

Everything in the Legacy Family Trust Plan, plus:

• Advanced trust structuring for complex estates
• Multi-property estate planning strategies
• Planning for high-value personal collections (classic cars, motorcycles, boats, fine art, and other specialty assets)
• Customized trustee guidance for managing complex assets
• Planning strategies for blended families and unique family circumstances
• Coordination and collaboration with your financial advisors, accountants, and other trusted professionals when appropriate

Ideal For:

This plan is ideal for individuals with estates valued at around $5 million or more, including business owners, entrepreneurs, families with multiple properties or investment assets, and those with complex family dynamics. Designed for those seeking a comprehensive legacy preservation strategy, this plan helps ensure that the life you’ve built, the people you care about, and the assets you value most are thoughtfully protected and passed on according to your wishes.