Southern California Estate Planning Services
IN OFFICE, IN HOME, OR ONLINE
At your request, we can make accommodations to come to your home or office at no additional cost. Make it even easier on yourself.
Advice & Direction
Get advanced insight. We’ll advise on what most people do with their assets, and let you know what the best way forward is for your unique situation. Get clarity and assurance in your choices.
100% FREE CONSULTATION
Get every question answered and clarity on the best way forward with a free consultation.
Why Should You Create an Estate Plan?
Holding your property in a living trust is the best way to ensure your family won’t need to go through probate. Without it, they will be subject to a time-consuming and expensive probate process.
- Choose Where Your Assets Go – and who is responsible for distributing them
- Make Important Healthcare Decisions – your estate plan includes your wishes should you become incapacitated
- Avoid Probate– save months of time and a significant amount of money
We understand how frustrating Estate Planning Can Be
Estate planning can be intimidating. Not only are you forced to think about what happens when you die, but you also have to make potentially family altering decisions.
We’ve helped hundreds of people just like you create a comprehensive estate plan with little to no stress.

Free Consultation
Get Your Estate Plan Completed
Complete this simple form, and we’ll contact you to set up the perfect time to talk or meet. Getting your estate plan completed begins with submitting this form.