The idea of creating an Estate Plan can cause fear as it requires families to have uncomfortable discussions surrounding end of life care and what is to happen after death. Yet, these uncomfortable conversations are what is needed to ensure that the tedious Court Probate process is avoided. The strategic planning of an Estate Plan is designed to ensure that a person's wishes are honored and their financial and healthcare preferences are respected in the event of incapacitation or death. It encompasses the creation of legal documents such as wills, trusts, and powers of attorney, allowing individuals to dictate how their assets will be distributed among heirs, appoint guardians for minor children, and specify healthcare directives. By engaging in estate planning, individuals gain peace of mind, knowing that their affairs are in order and their loved ones are protected, even in challenging circumstances.

Having an Estate Plan will allow you to account for all your assets, ensuring smooth transfer to beneficiaries. In California an Estate Plan goes beyond simply drafting a will. Our Estate Plan Package consists of a detailed Trust, Will, Power of Attorney and Health Care Directive.