Experienced California estate planning attorneys, working with you directly from the first call to the final signing. Most plans finished in about three weeks. In person at our El Dorado Hills or Roseville offices, or by Zoom from anywhere in the state.
The same attorney runs your design meeting, drafts your documents, walks you through the review, and is there for your follow-up questions. Nothing gets handed down to staff between those steps.
No trial dates, no closings, no outside matters competing for attention. When you call with a question, you're not waiting behind a litigation deadline.
About three weeks for most estate plans, from the design meeting to signing. Most California firms take six weeks or more. We are faster because estate planning is all we do. More involved plans may take longer.
The flat fee covers the full estate plan and the deed that transfers your home into the trust. It's the fee for most of our clients. We quote it before we start, and questions are always free. More involved plans cost more, and we quote that up front too.
Most Sacramento area clients meet us in our El Dorao Hills or Roseville offices. We work with California families statewide by Zoom. Same attorneys, same documents, same flat fee, no driving. Bay Area, Los Angeles, San Diego, Orange County, Central Coast, and everywhere in between.
We build the living trust documents you need to avoid California probate, name decision makers, and protect your children.
The core document. Holds your house and your major assets. Customized to name who gets what and how. Can include divorce protection trusts for your children. Names successor trustees to manage everything if you become incapacitated or pass away. Keeps your family out of California probate.
A general and specific list of assets you intend to transfer to your living trust.
Essential living trust information for your bank and financial advisor.
The backup document. Catches anything you forgot to put in your trust. Names guardians if you have minor children.
Gives people you trust the authority to pay your bills and manage your finances if you can't.
Gives people you trust the authority to talk to your doctors and make medical decisions for you if you can't.
We prepare and record deed to transfer title of your California home to your trust to remove your home from probate.
You will receive your signed and notarized documents in an estate planning portfolio with digital copies.
As a client, you can call or email us with questions for free. No billable hours.
In-person estate plans usually take two attorney meetings. Virtual estate plans, same, plus a remote online notary session. You and one of our attorneys. No case manager or paralegal.
You tell us what you have and what you want. We answer your questions, recommend what your family actually needs, and tell you how long it will take and what it will cost. If we are a fit, we schedule your design meeting.
About an hour. We walk through your family, your assets, who you want to take care of, and who you trust to handle things if you cannot. We build your documents based on the design meeting. About one to two weeks later we meet again to review your new documents.
About an hour. We review your new documents, make sure they are correct, and that you understand how it works, and you sign and notarize. If virtual, we schedule a session with our remote online notary. You get an Estate Planning Portfolio with your hardcopy originals and digital scans.
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Sacramento-area clients usually meet us in our El Dorado Hills or Roseville offices. Bay Area, Los Angeles, San Diego, Central Coast, and everywhere in between meet over Zoom from their kitchen or home office. The drafting, the document review, the attorney, and the fee are the same either way.
Sacramento and El Dorado County families who want to meet face-to-face. Our main office is at 4944 Windplay Drive in El Dorado Hills. Placer County families can meet us at our Roseville office on Douglas Boulevard.
Bay Area, Los Angeles, San Diego, Orange County, Inland Empire, Central Coast, or any California county. The whole process from intro call to signing happens from your home - or wherever you want.
We are not the firm for families who need a dedicated tax team, a private family office, or a hedge fund manager. Most of our clients own a California home, have retirement and brokerage accounts, and want their kids and grandkids to inherit what they worked for without putting the family through California probate. If that's you, this is the work we do every day.
Our standard fee is $3,000 for a single person and $4,000 for a married couple. The flat fee covers the complete estate plan including the trust transfer deed for your home. More involved plans run higher. And we quote the flat fee before you hire us, so there are no surprises. See our full pricing page for details.
About three weeks for most plans, from the design meeting to signing. More involved plans (blended families, see-through trust drafting for large retirement accounts, special needs sub-trusts) can run three to four weeks. Most California firms take six weeks or more. We are faster because estate planning is all we do.
Yes. One attorney handles your plan from the first call through the final signing. No handoff to a case manager. No junior associate at the signing. The same attorney is the one you call in two years when you need an update.
We serve California families statewide by Zoom. We have clients in San Diego, the Bay Area, Los Angeles, the Central Coast, and every region in between. The intro call, the design meeting, the document review, and the signing all happen from your home. Same attorneys, same documents, same flat fee.
The complete estate plan. Revocable living trust, pour-over will, durable power of attorney, advance health care directive and HIPAA, trust transfer deed for your California home, and asset protection trust provisions for your children's inheritance. Plus free follow-up questions once you are a client.
First, you work with an experienced California estate planning attorney from start to finish. Online platforms walk you through a questionnaire and produce documents. We build a customized plan based on your specific family, assets, and goals, and we are accountable for the work. Second, our trust can include asset protection provisions for your children's inheritance and the trust transfer deed for your home, all for a flat fee. Third, your plan was built by an experienced California estate planning attorney, not by a questionnaire and a template. It will work when your family needs it to. If you have questions, your attorney is a free phone call away.
Yes. Estate plan updates are common as families change, tax laws change, and the original plan ages. We review the existing documents, walk through what should change, and quote a flat fee for the update.
You need trust administration, not estate planning. Trust administration is the work the successor trustee handles after a death: notifying beneficiaries, valuing assets, managing the trust property, and distributing what your family member left to the people they named. We handle California trust administration throughout the state. See our trust administration page for details.
Sometime before you die. Otherwise, it's too late.