Autonomy. Dignity. Security..

Prepare a plan for yourself.

Providing a clear roadmap for your care and your finances in case of emergency.

  • While many people focus on what happens after they pass, true estate planning also addresses what happens during your lifetime if you are unable to make decisions for yourself. We help you establish a legal and financial framework that ensures your wishes are honored, your assets are protected, and your family is never left guessing.

  • As a Certified Specialist and CFP®, Jason Murai approaches incapacity planning from both a protective and a strategic lens. We ensure that your legal documents and financial accounts work in harmony.

    • Advance Health Care Directives: Clearly outlining your medical preferences and naming a trusted individual to speak on your behalf.

    • Durable Power of Attorney: Appointing a fiduciary to manage your financial affairs, pay bills, and protect your investments without court intervention.

    • Successor Trustee Guidance: Structuring your Living Trust so a smooth transition occurs if you can no longer manage your assets.

  • Through my service on the Board of Directors for Little Tokyo Senior Nutrition Services, I have seen firsthand the peace of mind that comes when families are prepared for the transitions of aging.

    We understand the cultural nuances of the South Bay and Nikkei communities—where family stewardship is paramount. We help you navigate these conversations with sensitivity and professional precision, ensuring that our elders are treated with the dignity they deserve.

  • Without a formal incapacity plan, families are often forced to seek a court-supervised conservatorship—a process that is public, expensive, and stressful. Our goal is to keep your private matters private and your family bond intact.

flower representing fragility in California incapacity planning

Incapacity Planning