Estate Planning

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Estate Planning

[/fusion_title][fusion_button link=”https://api.leadconnectorhq.com/widget/survey/Der4EWXhb73RzVEK0LK8″ enable_hover_text_icon=”no” target=”_blank” aria_role_button=”0″ alignment=”center” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” color=”default” linear_angle=”180″ stretch=”default” margin_top=”25″ margin_bottom=”25″ icon_position=”left” icon_divider=”no” hover_transition=”none” animation_direction=”left” animation_speed=”0.3″ animation_delay=”0″]Get A Fee Quote Today[/fusion_button][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container][fusion_builder_container type=”flex” hundred_percent=”no” equal_height_columns=”no” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” background_position=”center center” background_repeat=”no-repeat” fade=”no” background_parallax=”none” parallax_speed=”0.3″ video_aspect_ratio=”16:9″ video_loop=”yes” video_mute=”yes” border_style=”solid” margin_top=”60px” margin_bottom=”60px”][fusion_builder_row][fusion_builder_column type=”1_1″ layout=”1_1″ background_position=”left top” border_style=”solid” border_position=”all” spacing=”yes” background_repeat=”no-repeat” margin_top=”0px” margin_bottom=”0px” animation_speed=”0.3″ animation_direction=”left” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” center_content=”no” last=”true” hover_type=”none” background_blend_mode=”overlay” first=”true” min_height=”” link=””][fusion_title title_type=”text” scroll_reveal_effect=”color_change” scroll_reveal_basis=”chars” scroll_reveal_behavior=”always” scroll_reveal_duration=”500″ scroll_reveal_stagger=”200″ scroll_reveal_delay=”0″ scroll_reveal_above_fold=”yes” marquee_direction=”left” marquee_mask_edges=”no” marquee_speed=”15000″ rotation_effect=”bounceIn” display_time=”1200″ highlight_effect=”circle” loop_animation=”once” highlight_animation_duration=”1500″ highlight_width=”9″ highlight_smudge_effect=”no” highlight_top_margin=”0″ title_link=”off” link_target=”_self” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” content_align=”left” size=”p” text_shadow=”no” text_shadow_blur=”0″ text_stroke=”no” text_stroke_size=”2″ text_overflow=”none” gradient_font=”no” gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ style_type=”default” animation_direction=”left” animation_speed=”0.3″ animation_delay=”0″]

Attorney For Estate Planning, Wills, Trusts, Advance Directives, Powers of Attorney

[/fusion_title][fusion_title title_type=”text” loop_animation=”once” rotation_effect=”bounceIn” display_time=”1200″ highlight_effect=”circle” highlight_width=”9″ highlight_top_margin=”0″ title_link=”off” link_target=”_self” content_align=”left” size=”2″ text_shadow=”no” text_shadow_blur=”0″ gradient_font=”no” gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ style_type=”default” animation_direction=”left” animation_speed=”0.3″ animation_delay=”0″ hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” font_size=”30px”]What is Estate Planning?[/fusion_title][fusion_text animation_direction=”left” animation_speed=”0.3″ animation_delay=”0″ hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky”]

Estate planning is essentially a way for you to legally tell the government, specifically the court system, “I don’t need you” to supervise my medical or financial affairs if I can’t make my own decisions or if I die. I have someone nominated to make my decisions and I have specific directions on how I want those decisions made.

Use our California estate planning checklist to organize the decisions and documents you may want to discuss.

[/fusion_text][fusion_title title_type=”text” loop_animation=”once” rotation_effect=”bounceIn” display_time=”1200″ highlight_effect=”circle” highlight_width=”9″ highlight_top_margin=”0″ title_link=”off” link_target=”_self” content_align=”center” size=”3″ text_shadow=”no” text_shadow_blur=”0″ gradient_font=”no” gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ style_type=”default” animation_direction=”left” animation_speed=”0.3″ animation_delay=”0″ hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” font_size=”21px”]

What is estate planning and why do I need it?

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We Do A Lot of estate planning

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We create almost 400 estate plans every year. That’s over 30 estate plans per month. We have heard it all. We can guide you through a simple and understandable process that makes stewardship for your family easy and accessible. Our estate planning services are based on your needs and the complexity of your choices.

Lawvex also helps families seeking estate planning guidance in Central California. For local information, explore Clovis, Madera, or Solvang.

Take a look at our three programs below and then Contact Us to call us to see what program is most appropriate for you and schedule your initial consultation with an experienced estate planning attorney.

For a broader view of how these services fit together, explore Lawvex’s estate and inheritance legal services and learn more about The Lawvex Difference.

If you would like to Learn More about Wills and Trusts, check out our blog article A Will or Trust: Which one is right for you?

If your estate includes cryptocurrency and digital assets, our attorneys are experienced with the unique planning considerations for digital property under California law.[/fusion_text][fusion_text animation_direction=”left” animation_speed=”0.3″ animation_delay=”0″ hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky”]

Unlike traditional law firms, our fees are asset-based—aligning with probate costs to help you avoid them. Base fees cover essential planning, with additional costs only for complexities like blended families or special needs beneficiaries. This ensures fair pricing that protects your legacy.

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FAMILY FOUNDATIONS PLANNING

All Personal & Real Property Under $1 Million

[/fusion_text][fusion_title title_type=”text” loop_animation=”once” rotation_effect=”bounceIn” display_time=”1200″ highlight_effect=”circle” highlight_width=”9″ highlight_top_margin=”0″ title_link=”off” link_target=”_self” content_align=”left” size=”3″ text_shadow=”no” text_shadow_blur=”0″ gradient_font=”no” gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ style_type=”default” animation_direction=”left” animation_speed=”0.3″ animation_delay=”0″ hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” font_size=”30″]

FAMILY WEALTH PLANNING

All Personal & Real Property Between $1M–$5 Million

[/fusion_text][fusion_title title_type=”text” loop_animation=”once” rotation_effect=”bounceIn” display_time=”1200″ highlight_effect=”circle” highlight_width=”9″ highlight_top_margin=”0″ title_link=”off” link_target=”_self” content_align=”left” size=”3″ text_shadow=”no” text_shadow_blur=”0″ gradient_font=”no” gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ style_type=”default” animation_direction=”left” animation_speed=”0.3″ animation_delay=”0″ hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” font_size=”30″]

Family Legacy Planning

All Personal & Real Property Between $5M–$10 Million

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PLAN BY DESIGN

All Personal & Real Property $10 Million+

[/fusion_text][fusion_checklist type=”icons” hide_on_mobile=”small-visibility,medium-visibility,large-visibility”][fusion_li_item]Hourly Fees[/fusion_li_item][fusion_li_item]

Estates over $10M

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Unlimited Attorney Plan Design Meetings

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Inclusion of All Documents

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Trust Funding All Real Property

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Trust Funding All Business Interests

Every Lawvex estate plan is attorney-led, fully customized, and comprehensively implemented.

[/fusion_text][fusion_title title_type=”text” scroll_reveal_effect=”color_change” scroll_reveal_basis=”chars” scroll_reveal_behavior=”always” scroll_reveal_duration=”500″ scroll_reveal_stagger=”200″ scroll_reveal_delay=”0″ scroll_reveal_above_fold=”yes” marquee_direction=”left” marquee_mask_edges=”no” marquee_speed=”15000″ rotation_effect=”bounceIn” display_time=”1200″ highlight_effect=”circle” loop_animation=”once” highlight_animation_duration=”1500″ highlight_width=”9″ highlight_smudge_effect=”no” highlight_top_margin=”0″ title_link=”off” link_target=”_self” content_align=”left” size=”2″ text_shadow=”no” text_shadow_blur=”0″ text_stroke=”no” text_stroke_size=”2″ text_overflow=”none” gradient_font=”no” gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ style_type=”default” animation_direction=”left” animation_speed=”0.3″ animation_delay=”0″ hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” text_color=”var(–awb-color4)” font_size=”21″]What Every Plan Includes:[/fusion_title][fusion_text animation_direction=”left” animation_speed=”0.3″ animation_delay=”0″ hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” font_size=”21″]

All planning tiers include a complete trust-based estate plan for individuals, married couples, or registered domestic partners:

[/fusion_text][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container][fusion_builder_container type=”flex” hundred_percent=”no” hundred_percent_height=”no” hundred_percent_height_scroll=”no” align_content=”stretch” flex_align_items=”flex-start” flex_justify_content=”flex-start” flex_wrap=”wrap” hundred_percent_height_center_content=”yes” equal_height_columns=”no” container_tag=”div” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” status=”published” border_style=”solid” box_shadow=”no” box_shadow_blur=”0″ box_shadow_spread=”0″ gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ background_position=”center center” background_repeat=”no-repeat” fade=”no” background_parallax=”none” enable_mobile=”no” parallax_speed=”0.3″ background_blend_mode=”none” background_slider_skip_lazy_loading=”no” background_slider_loop=”yes” background_slider_pause_on_hover=”no” background_slider_slideshow_speed=”5000″ background_slider_animation=”fade” background_slider_direction=”up” background_slider_animation_speed=”800″ video_aspect_ratio=”16:9″ video_loop=”yes” video_mute=”yes” pattern_bg=”none” pattern_bg_style=”default” pattern_bg_opacity=”100″ pattern_bg_blend_mode=”normal” mask_bg=”none” mask_bg_style=”default” mask_bg_opacity=”100″ mask_bg_transform=”left” mask_bg_blend_mode=”normal” absolute=”off” absolute_devices=”small,medium,large” sticky=”off” sticky_devices=”small-visibility,medium-visibility,large-visibility” sticky_transition_offset=”0″ scroll_offset=”0″ animation_direction=”left” animation_speed=”0.3″ animation_delay=”0″ filter_hue=”0″ filter_saturation=”100″ filter_brightness=”100″ filter_contrast=”100″ filter_invert=”0″ filter_sepia=”0″ filter_opacity=”100″ filter_blur=”0″ filter_hue_hover=”0″ filter_saturation_hover=”100″ filter_brightness_hover=”100″ filter_contrast_hover=”100″ filter_invert_hover=”0″ filter_sepia_hover=”0″ filter_opacity_hover=”100″ filter_blur_hover=”0″][fusion_builder_row][fusion_builder_column type=”1_3″ layout=”1_3″ align_self=”auto” content_layout=”column” align_content=”flex-start” valign_content=”flex-start” content_wrap=”wrap” center_content=”no” column_tag=”div” target=”_self” hide_on_mobile=”large-visibility” sticky_display=”normal,sticky” order_medium=”0″ order_small=”0″ hover_type=”none” border_style=”solid” box_shadow=”no” box_shadow_blur=”0″ box_shadow_spread=”0″ z_index_subgroup=”regular” background_type=”single” gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ lazy_load=”none” background_position=”left top” background_repeat=”no-repeat” background_blend_mode=”none” sticky=”off” sticky_devices=”small-visibility,medium-visibility,large-visibility” absolute=”off” filter_type=”regular” filter_hover_element=”self” filter_hue=”0″ filter_saturation=”100″ filter_brightness=”100″ filter_contrast=”100″ filter_invert=”0″ filter_sepia=”0″ filter_opacity=”100″ filter_blur=”0″ filter_hue_hover=”0″ filter_saturation_hover=”100″ filter_brightness_hover=”100″ filter_contrast_hover=”100″ filter_invert_hover=”0″ filter_sepia_hover=”0″ filter_opacity_hover=”100″ filter_blur_hover=”0″ transform_type=”regular” transform_hover_element=”self” transform_scale_x=”1″ transform_scale_y=”1″ transform_translate_x=”0″ transform_translate_y=”0″ transform_rotate=”0″ transform_skew_x=”0″ transform_skew_y=”0″ transform_scale_x_hover=”1″ transform_scale_y_hover=”1″ transform_translate_x_hover=”0″ transform_translate_y_hover=”0″ transform_rotate_hover=”0″ transform_skew_x_hover=”0″ transform_skew_y_hover=”0″ transition_duration=”300″ transition_easing=”ease” animation_direction=”left” animation_speed=”0.3″ animation_delay=”0″ last=”false” border_position=”all” first=”true” spacing_right=”0%” padding_right=”0px” min_height=”” link=””][fusion_checklist type=”icons” hide_on_mobile=”small-visibility,medium-visibility,large-visibility”][fusion_li_item]

Revocable Living Trust

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Last Will and Testament

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Durable Power of Attorney

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Advance Health Care Directive

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Guardian Nomination for Minor Children (if applicable)

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Probate

[/fusion_li_item][/fusion_checklist][/fusion_builder_column][fusion_builder_column type=”1_3″ layout=”1_3″ align_self=”auto” content_layout=”column” align_content=”flex-start” valign_content=”flex-start” content_wrap=”wrap” center_content=”no” column_tag=”div” target=”_self” hide_on_mobile=”large-visibility” sticky_display=”normal,sticky” order_medium=”0″ order_small=”0″ hover_type=”none” border_style=”solid” box_shadow=”no” box_shadow_blur=”0″ box_shadow_spread=”0″ z_index_subgroup=”regular” background_type=”single” gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ lazy_load=”none” background_position=”left top” background_repeat=”no-repeat” background_blend_mode=”none” sticky=”off” sticky_devices=”small-visibility,medium-visibility,large-visibility” absolute=”off” filter_type=”regular” filter_hover_element=”self” filter_hue=”0″ filter_saturation=”100″ filter_brightness=”100″ filter_contrast=”100″ filter_invert=”0″ filter_sepia=”0″ filter_opacity=”100″ filter_blur=”0″ filter_hue_hover=”0″ filter_saturation_hover=”100″ filter_brightness_hover=”100″ filter_contrast_hover=”100″ filter_invert_hover=”0″ filter_sepia_hover=”0″ filter_opacity_hover=”100″ filter_blur_hover=”0″ transform_type=”regular” transform_hover_element=”self” transform_scale_x=”1″ transform_scale_y=”1″ transform_translate_x=”0″ transform_translate_y=”0″ transform_rotate=”0″ transform_skew_x=”0″ transform_skew_y=”0″ transform_scale_x_hover=”1″ transform_scale_y_hover=”1″ transform_translate_x_hover=”0″ transform_translate_y_hover=”0″ transform_rotate_hover=”0″ transform_skew_x_hover=”0″ transform_skew_y_hover=”0″ transition_duration=”300″ transition_easing=”ease” animation_direction=”left” animation_speed=”0.3″ animation_delay=”0″ last=”true” border_position=”all” first=”false” min_height=”” link=””][fusion_checklist type=”icons” hide_on_mobile=”small-visibility,medium-visibility,large-visibility”][fusion_li_item]

Trust Certification

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Assignment of Property to Trust

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Deed for Principal Residence

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Change of Ownership Report (County Assessor filing)

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Attorney-led Plan Design Meeting (videoconference)

Draft Review & Confirmation Meeting (videoconference)

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gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ lazy_load=”none” background_position=”left top” background_repeat=”no-repeat” background_blend_mode=”none” sticky=”off” sticky_devices=”small-visibility,medium-visibility,large-visibility” absolute=”off” filter_type=”regular” filter_hover_element=”self” filter_hue=”0″ filter_saturation=”100″ filter_brightness=”100″ filter_contrast=”100″ filter_invert=”0″ filter_sepia=”0″ filter_opacity=”100″ filter_blur=”0″ filter_hue_hover=”0″ filter_saturation_hover=”100″ filter_brightness_hover=”100″ filter_contrast_hover=”100″ filter_invert_hover=”0″ filter_sepia_hover=”0″ filter_opacity_hover=”100″ filter_blur_hover=”0″ transform_type=”regular” transform_hover_element=”self” transform_scale_x=”1″ transform_scale_y=”1″ transform_translate_x=”0″ transform_translate_y=”0″ transform_rotate=”0″ transform_skew_x=”0″ transform_skew_y=”0″ transform_scale_x_hover=”1″ transform_scale_y_hover=”1″ transform_translate_x_hover=”0″ 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Notary and witness sent to your home or preferred location

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All signing formalities handled for you so that everything is done and legally enforceable

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No hidden fees. No fragmented process.

Digital copies hosted and available securely through our Client Portal and mobile app

Transparent, Asset-Based Pricing

Estate attorneys in California rarely if ever quote fees. They may quote a range of fees. Why? Because they either haven’t done thousands of them or they don’t have a system for it or both.

We are different. Unlike the rest of our industry we put pricing right up front. No wasted time on sales calls, getting quotes or guessing. Our proprietary pricing model aligns fees with estate size and complexity—not billable hours or local norms. Compare us to your local law firm who do not quote a fee and have billing rates over $500 per hour!

Click below to schedule your plan design meeting and get your estimated fee quote today.

[/fusion_text][fusion_button link=”https://api.leadconnectorhq.com/widget/survey/Der4EWXhb73RzVEK0LK8″ enable_hover_text_icon=”no” target=”_blank” aria_role_button=”0″ alignment=”center” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” color=”default” linear_angle=”180″ stretch=”default” margin_top=”25″ margin_bottom=”25″ icon_position=”left” icon_divider=”no” hover_transition=”none” animation_direction=”left” animation_speed=”0.3″ animation_delay=”0″]Get A Fee Quote Today[/fusion_button][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container][fusion_builder_container type=”flex” hundred_percent=”no” hundred_percent_height=”no” hundred_percent_height_scroll=”no” align_content=”stretch” flex_align_items=”flex-start” flex_justify_content=”flex-start” flex_wrap=”wrap” hundred_percent_height_center_content=”yes” equal_height_columns=”no” container_tag=”div” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” status=”published” border_style=”solid” box_shadow=”no” box_shadow_blur=”0″ box_shadow_spread=”0″ gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ background_position=”center center” background_repeat=”no-repeat” fade=”no” background_parallax=”none” enable_mobile=”no” parallax_speed=”0.3″ background_blend_mode=”none” background_slider_skip_lazy_loading=”no” background_slider_loop=”yes” background_slider_pause_on_hover=”no” background_slider_slideshow_speed=”5000″ background_slider_animation=”fade” background_slider_direction=”up” background_slider_animation_speed=”800″ video_aspect_ratio=”16:9″ video_loop=”yes” video_mute=”yes” pattern_bg=”none” pattern_bg_style=”default” pattern_bg_opacity=”100″ pattern_bg_blend_mode=”normal” mask_bg=”none” mask_bg_style=”default” mask_bg_opacity=”100″ mask_bg_transform=”left” mask_bg_blend_mode=”normal” absolute=”off” absolute_devices=”small,medium,large” sticky=”off” sticky_devices=”small-visibility,medium-visibility,large-visibility” sticky_transition_offset=”0″ scroll_offset=”0″ animation_direction=”left” animation_speed=”0.3″ animation_delay=”0″ filter_hue=”0″ filter_saturation=”100″ filter_brightness=”100″ filter_contrast=”100″ filter_invert=”0″ filter_sepia=”0″ filter_opacity=”100″ filter_blur=”0″ filter_hue_hover=”0″ filter_saturation_hover=”100″ filter_brightness_hover=”100″ filter_contrast_hover=”100″ filter_invert_hover=”0″ filter_sepia_hover=”0″ filter_opacity_hover=”100″ filter_blur_hover=”0″][fusion_builder_row][fusion_builder_column type=”1_1″ layout=”1_1″ background_position=”left top” border_style=”solid” border_position=”all” spacing=”yes” background_repeat=”no-repeat” margin_top=”0px” margin_bottom=”0px” animation_speed=”0.3″ animation_direction=”left” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” center_content=”no” last=”true” hover_type=”none” background_blend_mode=”overlay” first=”true” min_height=”” link=””][fusion_title title_type=”text” loop_animation=”once” rotation_effect=”bounceIn” display_time=”1200″ highlight_effect=”circle” highlight_width=”9″ highlight_top_margin=”0″ title_link=”off” link_target=”_self” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” content_align=”left” size=”3″ font_size=”30px” text_shadow=”no” text_shadow_blur=”0″ gradient_font=”no” gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ style_type=”default” animation_direction=”left” animation_speed=”0.3″ animation_delay=”0″ margin_top=”50″]

Do You have a Will and Trust?

Got Will? Unfortunately, according to AARP, 60% of us haven’t even done a Will yet.

Whether it’s the investment of time or money or the fear factor of talking about death and dying, most people just don’t make the investment to plan ahead and thousands of dollars are wasted in unnecessary court proceedings when they become incapacitated or die.

[/fusion_text][fusion_title title_type=”text” loop_animation=”once” rotation_effect=”bounceIn” display_time=”1200″ highlight_effect=”circle” highlight_width=”9″ highlight_top_margin=”0″ title_link=”off” link_target=”_self” content_align=”center” size=”4″ text_shadow=”no” text_shadow_blur=”0″ gradient_font=”no” gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ style_type=”default” animation_direction=”left” animation_speed=”0.3″ animation_delay=”0″ hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky”]

We understand the emotional side of estate planning, and compassion is one of our core values.

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That’s why we created our proprietary estate planning processes: Family Foundations, Family Wealth, and Plan By Design (keep scrolling for details). We keep your investment of time and money aligned with your needs and the complexity of your choices. Family Foundations and Family Wealth planning are ideal for most clients and come with an all-inclusive fixed fee. Our Client Coordinator—who is not an attorney—can provide a fee quote quickly, saving you time instead of waiting for an attorney’s availability.

For clients considering Family Wealth or Plan By Design, we offer a Strategy Session with one of our estate planning attorneys. This session allows you to start your Education and Plan Design process for a minimal, no-risk fixed fee—fully refundable if you don’t feel you received exceptional value.

Plus, we keep our meetings light and informal, with a heavy portion of compassion and a touch of humor. Contact us now for your initial consultation with our Client Coordinator.

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Can’t I Just Download a Form Online?

Can’t I just download a form online? The problem with this is you will not always know which form applies, what parts need to be added or edited and whether or not it will actually meet legal scrutiny when you need it. Most people, even the ones that use lawyers for estate planning, don’t understand what they are signing and according to Forbes, a lack of understanding is a classic estate planning mistake.

[/fusion_text][fusion_title title_type=”text” loop_animation=”once” rotation_effect=”bounceIn” display_time=”1200″ highlight_effect=”circle” highlight_width=”9″ highlight_top_margin=”0″ title_link=”off” link_target=”_self” content_align=”center” size=”2″ text_shadow=”no” text_shadow_blur=”0″ gradient_font=”no” gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ style_type=”default” animation_direction=”left” animation_speed=”0.3″ animation_delay=”0″ hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” font_size=”21px”]

Why not just download forms online for my estate plan?

[/fusion_title][fusion_youtube autoplay=”false” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” structured_data=”off” id=”https://www.youtube.com/watch?v=-pcnCOez-8I” alignment=”center” /][fusion_title title_type=”text” loop_animation=”once” rotation_effect=”bounceIn” display_time=”1200″ highlight_effect=”circle” highlight_width=”9″ highlight_top_margin=”0″ title_link=”off” link_target=”_self” content_align=”left” size=”3″ text_shadow=”no” text_shadow_blur=”0″ gradient_font=”no” gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ style_type=”default” animation_direction=”left” animation_speed=”0.3″ animation_delay=”0″ hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” margin_top=”50″]

Understand Your Plan

Your understanding is key to your plan’s ultimate success. We take the time to explain the estate planning “tools in the toolbox” at all of our new and update plan meetings. We draw concepts out on our dry erase board so you visual learners don’t have to just listen to us drone on about abstract concepts. Our goal is for you to be educated about your plan so that you understand what it’s doing for you, and why that particular type of plan was appropriate for you. Contact Us now for a free call with our Client Coordinator to learn which estate planning program is right for you.

When it comes to decisions with consequences this serious, you want to use an expert that has years of experience behind them, is focused on the niche and is actively doing multiple estate plans each week, year in and year out.

[/fusion_text][/fusion_builder_column][fusion_builder_column type=”1_1″ layout=”1_1″ align_self=”auto” content_layout=”column” align_content=”flex-start” valign_content=”flex-start” content_wrap=”wrap” center_content=”no” column_tag=”div” target=”_self” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” order_medium=”0″ order_small=”0″ hover_type=”none” border_style=”solid” box_shadow=”no” box_shadow_blur=”0″ box_shadow_spread=”0″ background_type=”single” gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ lazy_load=”none” background_position=”left top” background_repeat=”no-repeat” background_blend_mode=”none” sticky=”off” sticky_devices=”small-visibility,medium-visibility,large-visibility” absolute=”off” filter_type=”regular” filter_hover_element=”self” filter_hue=”0″ filter_saturation=”100″ filter_brightness=”100″ filter_contrast=”100″ filter_invert=”0″ filter_sepia=”0″ filter_opacity=”100″ filter_blur=”0″ filter_hue_hover=”0″ filter_saturation_hover=”100″ filter_brightness_hover=”100″ filter_contrast_hover=”100″ filter_invert_hover=”0″ filter_sepia_hover=”0″ filter_opacity_hover=”100″ filter_blur_hover=”0″ transform_type=”regular” transform_hover_element=”self” transform_scale_x=”1″ transform_scale_y=”1″ transform_translate_x=”0″ transform_translate_y=”0″ transform_rotate=”0″ transform_skew_x=”0″ transform_skew_y=”0″ transform_scale_x_hover=”1″ transform_scale_y_hover=”1″ transform_translate_x_hover=”0″ transform_translate_y_hover=”0″ transform_rotate_hover=”0″ transform_skew_x_hover=”0″ transform_skew_y_hover=”0″ transition_duration=”300″ transition_easing=”ease” scroll_motion_devices=”small-visibility,medium-visibility,large-visibility” animation_direction=”left” animation_speed=”0.3″ animation_delay=”0″ last=”true” border_position=”all” first=”true” padding_bottom=”40″ min_height=”” link=””][fusion_title title_type=”text” loop_animation=”once” rotation_effect=”bounceIn” display_time=”1200″ highlight_effect=”circle” highlight_width=”9″ highlight_top_margin=”0″ title_link=”off” link_target=”_self” content_align=”left” size=”2″ text_shadow=”no” text_shadow_blur=”0″ gradient_font=”no” gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ style_type=”default” animation_direction=”left” animation_speed=”0.3″ animation_delay=”0″ hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky”]Estate Plan FAQs[/fusion_title][fusion_accordion border_size=”1″ title_tag=”h3″ hide_on_mobile=”small-visibility,medium-visibility,large-visibility” divider_color=”var(–awb-color7)” icon_box_color=”var(–awb-color4)” toggle_hover_accent_color=”var(–awb-color4)” type=”accordions” inactive_icon=”fa-plus fas” active_icon=”fa-minus fas” content_font_size=”18px” title_font_size=”20px”][fusion_toggle open=”no” title_color=”var(–awb-color7)” title=”What is the difference between a will and a trust in California?”]

A will goes into effect only after you die, while a trust takes effect as soon as you create it. A will directs who will receive your property upon your death and appoints a legal representative to carry out your wishes, while a trust can distribute property before death, at death, or afterwards, and is often used to avoid probate.

[/fusion_toggle][fusion_toggle title=”What is a Power of Attorney (POA) and why might I need one?” open=”no”]

A Power of Attorney is a legal document that gives another person, referred to as your financial agent or attorney-in-fact, the ability to deal with your personal financial matters (pay a bill, deposit a check) in case you ever become mentally or physically incapacitated.

[/fusion_toggle][fusion_toggle title=”What is an Advance Health Care Directive (AHCD) and why might I need one?” open=”no”]

An Advance Health Care Directive is a legal document that describes your wishes regarding your body (things you would want to tell a doctor about certain treatment you will / will not accept, life sustaining treatment, funerary arrangements, etc.) and it gives another person, referred to as your medical agent or attorney-in-fact, the ability to deal with your personal medical matters (talk to a health care provider, provide informed consent to treatment, authorize a procedure or prescription) in case you ever become mentally or physically incapacitated.

[/fusion_toggle][fusion_toggle title=”How can an estate planning lawyer help me?” open=”no”]

An estate planning lawyer provides you with the assurance that your wishes are documented in a legally binding way, that someone you trust is responsible to carry out your wishes, and that it will all happen with the least amount of stress and financial burden on your loved ones.

[/fusion_toggle][fusion_toggle title=”How often should I review or update my estate plan?” open=”no”]

It depends on how old you are and how quickly your life changes. If your wishes change, your assets change or the law changes, you need to review and possibly update your plan.Younger families might review every 3 to 5 years, but older families might need to review annually.

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Rescue Stories

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[ditty id=48060]
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text_stroke=”no” text_stroke_size=”2″ text_overflow=”none” gradient_font=”no” gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ style_type=”default” animation_direction=”left” animation_speed=”0.3″ animation_delay=”0″ hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky”]Learn More About Estate Planning[/fusion_title][fusion_blog layout=”grid” equal_heights=”yes” number_posts=”3″ offset=”0″ pull_by=”category” orderby=”date” order=”DESC” thumbnail=”yes” title=”yes” title_size=”3″ timeline_title_size=”3″ title_link=”yes” strip_html=”yes” meta_all=”yes” meta_author=”no” meta_categories=”yes” meta_comments=”no” meta_date=”yes” meta_link=”yes” meta_tags=”yes” scrolling=”pagination” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” excerpt=”hide” title_font_size=”20px” blog_grid_column_spacing=”40″ post_status=”publish” cat_slug=”estate-planning” /][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container][fusion_builder_container type=”flex” hundred_percent=”no” equal_height_columns=”no” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” background_position=”center center” background_repeat=”no-repeat” fade=”no” background_parallax=”none” parallax_speed=”0.3″ video_aspect_ratio=”16:9″ video_loop=”yes” video_mute=”yes” border_style=”solid”][fusion_builder_row][fusion_builder_column type=”1_1″ layout=”1_1″ background_position=”left top” border_style=”solid” border_position=”all” spacing=”yes” background_repeat=”no-repeat” margin_top=”0px” margin_bottom=”0px” animation_speed=”0.3″ animation_direction=”left” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” center_content=”no” last=”true” hover_type=”none” background_blend_mode=”overlay” first=”true” min_height=”” link=””][fusion_text]

California property tax laws, including Proposition 19, can significantly affect how your estate plan handles real property transfers to your children. Understanding these rules is essential for protecting your family from unexpected tax increases.

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