Estate Planning

Your assets, legacy, and loved ones are important. Let's make sure they're protected.

You’re Not Late, You’re Right On Time

Many people feel behind or overwhelmed by the idea of estate planning. The truth? Most people wait too long, and then scramble during a crisis. Estate Planning is for everyone. We’re here to help you start where you are, no judgment, no fear, and no legal jargon. You don’t need to have it all figured out. That’s what we’re here for.

Who Needs an Estate Plan?

Estate planning isn’t just for the wealthy or retired. It’s for:

  • Homeowners

  • Parents of minor children

  • Unmarried partners or blended families

  • Seniors and retirees

  • Anyone with savings, property, or future goals

  • EVERYONE

If you have people you care about or things you want to protect, you need a plan.

What Happens If You Don’t Have an Estate Plan?

  • The court decides who gets your assets

  • Probate fees eat into your estate (often 3–7% of total value)

  • Everything becomes public record

  • The process can drag on for over a year

  • Family members may argue over your intentions

DID YOU KNOW?

California has some of the highest probate fees and longest court delays in the country.

The good news? A well-crafted estate plan can help you skip probate entirely, saving your family time, money, and stress.

We’re here to help and protect you.

We consult with you, virtually one-on-one, and help you create the best estate plan possible under your unique situation. We'll see to it that everything is handled professionally and with care, so your wishes can be carried out smoothly and easily.

If you'd like to learn more about how you can start your estate planning process, all you need to do is to tap the button below and we'll be in touch to get you started on your estate planning journey.

Common Life Events That Call for a Plan Update

  • You bought or sold a home

  • You got married, divorced, or re-partnered

  • A person you named as a trustee or agent passed away

  • You moved to or within California

  • You had a child or grandchild

  • You experienced a major medical diagnosis

Let’s make estate planning simple, personal, and empowering.

Schedule your complimentary discovery call to explore what’s right for you.