Schedule a Foundational Estate Planning Consultation
Clear, Comprehensive Estate Planning for California Families
Trust-based estate plans in plain English from the comfort of your living room.
Includes:
-
Living Trust, Will, POA, Health Care Directives, and Trust Transfer Deed
-
Education-first planning focused on understanding and follow-through
-
Based in Sacramento | Serving California statewide via Zoom
Is This the Right Kind of Estate Planning for You?
This practice is a good fit if you:
-
Want a complete, coordinated estate plan
-
Prefer to understand how things work before making decisions
-
Own property, have family considerations, or want affairs clearly organized
-
Value clarity, structure, and long-term planning over speed or shortcuts
-
Are comfortable meeting remotely via Zoom rather than in person​
This practice may not be the best fit if you are:
​​
-
In the middle of an urgent probate or litigation matter
-
Prefer or require in-person meetings
What a Foundational Estate Plan Includes
Your plan typically includes:
-
Revocable Living Trust
-
Will, Power of Attorney, and Advance Health Care Directive
-
Trust transfer deed for your primary residence
-
Guidance on funding and next steps
​
Rather than pushing you toward predetermined outcomes, we focus on helping you understand:
-
How the trust, will, and supporting documents work together as a single plan
-
Where funding and ongoing attention matter to keep the plan effective and flexible
-
How to maintain the plan over time to adapt to changing circumstances and avoid unnecessary court involvement
Our Process
-
Questionnaire to gather assets and goals
-
Design meeting and document drafting
-
Guided review, funding guidance, and coordinated signing