Trust & Estate Attorney

Included Services:

• Revocable Living Trust
• Durable Power of Attorney (Financial)
• Pour-Over Will
• Living Will/Advance Healthcare Directive
• 30-minute consultation included

Ideal For:

• Singles with simple estates
• Young families building initial protection
• Individuals with minimal assets
• Those seeking basic legal documentation

 Get the essential documents you need to protect your wishes and your family. Our Foundation Package covers the core legal documents most people need, all at an affordable price. 

Included Services:

• Everything in BASE ESTATE PLAN, plus:
• Guardianship Nomination for Minor Children
• Customized Distribution Terms
• Transfer Deeds for Investment Properties (up to 2)
• 1 year of Free Updates

Ideal For:

• Married couples with children
• Families with minor children, multiple properties, or specific distribution wishes (e.g., "Kids get money at age 25, not 18")
• Property owners
• Medium-sized estates ($200,000-$750,000)
• Business owners
• Anyone wanting to avoid probate

 Protect your family and your assets with comprehensive estate planning. Our Family Protection Package provides the tools successful families use to avoid probate, minimize taxes, and ensure smooth wealth transfer. 

Included Services:

• Everything in FAMILY PROTECTION PACKAGE, plus:
• Business Assignment: Transferring LLC/Corp interests into the trust
• Asset Protection Trust Provisions (Divorce protection for beneficiaries)
• Blended Family Clauses (Ensuring step-children are not disinherited)
• CPA Coordination: We work directly with your tax professional
• Digital Asset Plan: Cryptocurrency and IP access
• Business succession planning consultation
• Tax efficiency review
• Special needs trust planning (if applicable)
• Charitable giving strategies
• 90-minute initial consultation
• Quarterly review meetings (Year 1)
• Two years of free updates/modifications
• Priority support and revision access

Ideal For:

• High-net-worth individuals
• Business owners
• Blended families
• Complex family situations
• Significant real estate holdings
• Those concerned about asset protection

 Comprehensive wealth transfer strategy for individuals with complex estates. Our Legacy Maximizer Package combines sophisticated planning strategies with ongoing support to ensure your estate plan works as hard as you did to build it. 

You might be wondering: "Do I really need a Trust, or is a Will enough?"  In California, a Will does not keep you out of Probate Court. If you own  a home in Sacramento County or have assets over $184,500, a Will alone  guarantees your family will face:  

• Probate Costs: Often $25,000+ in fees for an average home 

• Time Delays: 12-18 months of court proceedings 

• Public Record: Your assets and debts become public knowledge  

The Solution: Our Family Protection Plan (Revocable Living Trust) privately  transfers your assets to your loved ones immediately upon death, saving them  time, money, and stress.