Life & Legacy
Estate Planning
Our Process:
01. Clarity Planning Session
We start with a focused conversation about your goals, priorities, and concerns. This is your chance to share what matters most, and my chance to listen and guide you toward the right options.
02. Estate Plan Design Meeting
Based on what we’ve discussed, I’ll present a customized plan tailored to your family and your future. Together, we’ll walk through your choices and finalize the strategy.
03. Document Review Session
Before anything is signed, you’ll have the opportunity to review your draft documents, ask questions, and make adjustments. Nothing moves forward until you’re confident it’s exactly what you need.
04. Signing Ceremony
At your final meeting, we’ll review the documents one last time and complete the signing process. You’ll leave with a plan in place — and the reassurance that your wishes are legally protected.
FAQs
Yes. Estate planning isn’t just about wealth — it’s about control. Without a plan, the state decides who inherits your assets and who raises your children. With a plan, you make those choices, protect the people you love, and save them from court costs, delays, and conflict.
A will names who gets your assets and who cares for your minor children, but it usually has to go through probate — a public, costly, and time-consuming court process. A living trust, by contrast, keeps things private, avoids probate, and lets your loved ones manage your estate quickly and with far less stress.
A strong California estate plan usually includes a living trust, a pour-over will, powers of attorney for finances, and advance health care directives. Together, these tools protect your assets, your decisions, and your family — both now and in the future.
Every few years — or any time life changes. Marriage, divorce, a new child, buying a home, or a major financial shift are all triggers. An outdated plan can cause almost as many problems as having no plan at all.
The state takes over. California’s intestacy laws decide who inherits your assets, and a judge decides who cares for your children. That means delays, court costs, and outcomes you may never have chosen.
Estate planning isn’t just about what happens after death — it’s also about protecting you during life. Powers of attorney and advance health care directives ensure your finances and medical decisions are handled according to your wishes if you’re ever unable to speak for yourself.