Estate Tax Planning – Page 17

[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” 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=”26″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ background_position=”left center” background_repeat=”no-repeat” fade=”no” background_parallax=”none” enable_mobile=”no” parallax_speed=”0.3″ background_blend_mode=”overlay” 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″ background_image=”https://lawvex.com/wp-content/uploads/2023/01/Will-Trust-Estate-Plan-Attorney-Clovis-Madera-California-Lawvex.jpeg” padding_top=”100px” padding_bottom=”100px” background_color=”rgba(68,68,68,0.59)”][fusion_builder_row][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″ 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=”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” content_align=”center” size=”1″ heading_size=”h1″ 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” text_color=”var(–awb-color1)”]Estate Tax 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″]Schedule Your Virtual Plan Design Meeting Now[/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” 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=”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″]Protect Your Legacy with Strategic Estate Tax 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 tax planning remains essential for securing your family’s financial future. For 2026, the federal estate and gift tax exemption is $15 million per individual, and the One Big Beautiful Bill Act made the higher exemption permanent while indexing it for inflation. By planning thoughtfully, you can minimize tax burdens and coordinate wealth transfers to future generations. Lawvex's California guidance on estate-tax planning is now clear and current.

[/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=”30px”]

Why Act Now?

For 2026, the federal estate and gift tax exemption is $15 million per individual ($30 million for married couples using portability). The Generation-Skipping Transfer (GST) tax exemption is also $15 million per individual, but it is not portable between spouses. The One Big Beautiful Bill Act (OBBBA) made the estate and gift tax exemption permanent and indexed it for inflation, so there is no scheduled sunset or automatic reduction after 2025. Review our 2026 estate tax exemption rules for the latest exemption context.

Additionally, the maximum federal estate tax rate is currently 40% on taxable amounts above the applicable exemption. Historical rates have been as high as 77%. Although OBBBA removed the scheduled sunset, future legislation can still change tax rules, and early planning gives your family time to evaluate appropriate strategies.

[/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” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” content_align=”center” size=”2″ font_size=”36px” 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″]Key Strategies for Wealth Preservation[/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”]

1. Dynasty Trusts

- Permanently shelter assets from gift, estate, and GST taxes.
- Protect family wealth from creditors and unforeseen events like divorces.
- Support multiple generations without additional taxes.

2. Charitable Remainder Trusts (CRATs, CRUTs)

- Receive the joy of giving to your favorite charities during your lifetime
- Avoid capital gains on donated assets with thoughtful capital gains tax planning
- Receive a fair market value charitable donation
- Receive income for your lifetime
- Others can receive income for a period of time as well

3. Spousal Lifetime Access Trusts (SLATs)

- Provide financial security for your spouse during their lifetime.
- Preserve wealth for heirs while reducing taxable estates.

4. Intentionally Defective Grantor Trusts (IDGTs)

- Transfer substantial wealth through discounted sales of assets.
- Allow your family to retain significant savings even as assets grow.

The Cost of Waiting

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Waiting to address your estate plan can lead to higher tax liabilities, avoidable complications, and reduced financial security for your heirs. Planning today gives your family time to preserve assets and avoid unnecessary costs.

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Let’s Plan Together

At Lawvex, our experienced estate planning attorneys work closely with you to create customized strategies that align with your family’s unique goals. Don’t let this opportunity slip away—schedule your consultation today and secure your legacy for generations to come.

[/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” 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 Tax PlanNing 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 current estate tax exemption, and why is it important?”]

For 2026, the federal estate and gift tax exemption is $15 million per individual, or $30 million for a married couple using portability. The GST exemption is also $15 million per individual, but it is not portable between spouses. The One Big Beautiful Bill Act made the estate and gift tax exemption permanent and indexed it for inflation, so there is no scheduled sunset or automatic reduction after 2025. The exemption matters for federal estate tax planning because the portion of a taxable estate above the applicable exemption is generally subject to the 40% federal estate tax rate.

[/fusion_toggle][fusion_toggle title=”Why should I start estate tax planning now?” open=”no”]

Planning early gives you time to use the current rules thoughtfully and coordinate federal gift, estate, and GST planning with your family’s goals. Although the estate and gift tax exemption is now permanent under OBBBA, laws can change and advanced planning takes time. A carefully designed plan can help minimize taxes and protect your wealth from potential rate increases, which historically have been as high as 77%.

[/fusion_toggle][fusion_toggle open=”no” title=”What is a Dynasty Trust, and how does it help with estate tax planning?”]

A Dynasty Trust is a long-term trust designed to preserve wealth for multiple generations. Assets in a Dynasty Trust are protected from gift, estate, and GST taxes, as well as from creditors. For example, a $30 million Dynasty Trust could grow to $207 million in 30 years, tax-free, for your family’s future.

[/fusion_toggle][fusion_toggle title=”What is a Charitable Remainder Trust (CRAT / CRUT)?” open=”no”]

A CRAT allows you to gift appreciated assets today to tax exempt charities and receive a charitable deduction for the fair market value of the asset. The charity typically provides the trustee, who manages the asset value and distributes the income to you for your and your spouse’s lifetime. You can also include that income is distributed to children or others for a period of time after your death. At your death, or a designated time in the future, the income is no longer distributed and the assets are distributed outright to the charity.

[/fusion_toggle][fusion_toggle title=”What is a Spousal Lifetime Access Trust (SLAT)?” open=”no”]

A SLAT allows one spouse to create a trust benefiting the other, using current exemption amounts while preserving access to trust benefits for the beneficiary spouse. If tax laws change in the future, the trust may continue to support the spouse while helping reduce the taxable estate. It can be an option for families who want flexibility, but its design should be coordinated with broader estate tax planning.

[/fusion_toggle][fusion_toggle title=”How does an Intentionally Defective Grantor Trust (IDGT) work?” open=”no”]

An IDGT lets you transfer assets, like business interests, to future generations in a tax-efficient way. By selling discounted assets to the trust, you can leverage current exemptions to transfer wealth while minimizing taxes on the growth of those assets.

[/fusion_toggle][fusion_toggle title=”How do I get started with estate tax planning?” open=”no”]

Work with experienced estate planning attorneys who can tailor strategies to your family’s unique needs. At Lawvex, we provide customized solutions, including Dynasty Trusts, CRATs and CRUTs, SLATs, and IDGTs, to help you protect your wealth and legacy.

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We Do A Lot of estate planning

Our estate planning partners opened 386 estate planning cases in 2022.

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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.

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.

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?

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FAMILY FOUNDATIONS PLANNING

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Family Legacy Planning

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

[/fusion_text][/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_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=”30″]

PLAN BY DESIGN

All Personal & Real Property $10 Million+

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Hourly Fees

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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:

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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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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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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” min_height=”” link=””][fusion_checklist type=”icons” hide_on_mobile=”small-visibility,medium-visibility,large-visibility”][fusion_li_item]

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″]Schedule Your Virtual Plan Design
Meeting Now[/fusion_button][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container][fusion_builder_container type=”flex” hundred_percent=”yes” hundred_percent_height=”no” hundred_percent_height_scroll=”no” align_content=”stretch” flex_align_items=”flex-start” flex_justify_content=”flex-start” 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=”20″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ background_position=”center bottom” background_repeat=”no-repeat” fade=”no” background_parallax=”up” enable_mobile=”no” parallax_speed=”0.3″ background_blend_mode=”none” 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″ padding_top=”100px” padding_bottom=”100px” background_image=”https://lawvex.com/wp-content/uploads/2023/01/Lawvex-clovis-will-trusts-highly-rated-attorneys.jpeg”][fusion_builder_row][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″ 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” spacing_left_small=”0px” spacing_right_small=”0px” 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” 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”]

Rescue Stories

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[ditty id=48060]
[/fusion_text][fusion_button target=”_self” color=”default” linear_angle=”180″ stretch=”default” icon_position=”left” icon_divider=”no” hover_transition=”none” animation_direction=”left” animation_speed=”0.3″ animation_delay=”0″ hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” alignment=”center” link=”https://lawvex.com/testimonials/”]More Reviews[/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″ 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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” 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″ 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″ margin_top=”30px” last=”true” border_position=”all” first=”true” min_height=”” link=””][fusion_title title_type=”text” loop_animation=”once” marquee_direction=”left” marquee_speed=”15000″ 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″ 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]