Congratulations on taking the next step to getting a plan in place to protect your family. We know it's hard to think about and just know we are here to make the process as painless and easy for you as possible. You may be here because you think you need a Will, Trust, Power of Attorney, Health Care Directive, Living Will, Guardian Nomination or maybe all of them together.

But then maybe you don't know what you need or even where to start, and that is no problem at all. Our estate planning attorneys have offices located in Ventura, Westlake Village, Santa Clarita, Pasadena, and Irvine and serve clients virtually throughout California where we will help you design a unique plan to fit your specific family's needs.

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Services

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Design and signing of legal documents to put your wishes in writing legally. Generally includes Will, Trust, Power of Attorney, Advanced Healthcare Directive, HIPAA Authorization and other important planning documents. A will allows you to identify who gets your assets upon your passing and allows you to nominate guardians for you minor children.

Estate Planning

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There are few things as intimidating as the task of completing your estate plan. The best time to plan for your incapacity or passing, though, is while you're still healthy. With a little time, effort, and guidance from a trusted estate planning professional, you can develop a plan to protect your family and get peace-of-mind.

Wills

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Most Americans do not have a simple will as part of their estate plan. You might believe that a will is only for the rich and famous, and not the average person who has a far smaller net worth (NOT TRUE). On the other hand, you may think that a will is entirely unnecessary since you have a trust, jointly owned property, or have named beneficiaries on your insurance.

Trusts

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A trust is a legal document, signed and notarized, and effective during your lifetime, during any period of disability, and after death. Because the trust is effective during your lifetime and you can change it, it's referred to as a "living" document and we refer to this as a Revocable Living Trust.

Kids Safeguard System

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The Kids Safeguard System was created to go above and beyond the basic estate plan and to make sure that the kids are always protected, and that the parent's legacy and wishes are documented for their minor children. Often times, parents know that they need some type of planning for their young children but are not really sure where to start or what is even needed.

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