Design Your Legacy.

Estate Planning

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The Philosophy

Estate planning is more than just a set of documents; it is an act of clarity for the people you love. We provide the strategic legal structure necessary to ensure your assets are protected, your wishes are honored, and your family is spared the burden of the California probate court.

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The Lawyer-CFP® Advantage

"Most estate plans focus only on the law. We focus on the legacy. By combining legal precision with financial planning expertise, we build plans that don’t just work in court—they work for your life."

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The Modern Toolkit

  1. Revocable Living Trusts: The foundation of a modern plan to avoid probate and maintain privacy.

  2. Wills & Power of Attorney: Comprehensive protection for your healthcare and financial decisions.

  3. Incapacity Planning: Ensuring you are cared for on your own terms, should you become unable to speak for yourself.

  4. Tax Strategy: Leveraging CFP® insights to minimize the impact on your heirs.

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A Streamlined Experience

  1. The Strategy Session: A deep dive into your goals, family dynamics, and financial landscape.

  2. The Design: We draft a custom plan tailored to your specific assets and tax needs.

  3. The Signing & Funding: We ensure your documents are executed and your assets are correctly titled into your Trust.

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