Most of us spend a lifetime building what we have. An estate plan is how you preserve it during your lifetime and distribute it to your loved ones afterwards — without leaving those decisions to a court.
What a complete plan typically includes
- Revocable living trust — holds your assets and avoids probate.
- Pour-over will — catches anything left outside the trust and nominates guardians for minor children.
- Durable power of attorney — names who handles your finances if you are incapacitated.
- Advance health care directive — names your health care agent and records your wishes.
- Trust funding documents, such as a deed transferring your home to the trust.
Who we help
Young families who need guardians for their children; homeowners who want to keep their family out of probate; retirees updating an older trust; families caring for a loved one with special needs; non-U.S. citizens facing different estate tax rules; LGBTQ+ couples; and parents of young adults turning 18.
Why plan now
Without a plan, California law decides who inherits (intestate succession), a court appoints who manages your estate, and assets above the small-estate limit generally pass through probate — a public, often lengthy process with statutory fees. Planning ahead also lets you choose who steps in if you become incapacitated, rather than leaving your family to seek a court conservatorship.
Common questions
How much does an estate plan cost?
Estate plans are prepared for a flat fee agreed in advance, so you know the cost before work begins. The fee depends on the documents your plan needs; we explain it during your free 30-minute consultation.
Can I create a plan if I own a home in San Diego but have children out of state?
Yes. Your trustee and beneficiaries can live anywhere. Your plan is governed by California law and focused on your California property.
Do I need to update a plan made in another state?
Not always, but a California review is wise — community property rules, real property transfers and health care forms differ between states.
General information about California law, not legal advice. Laws and dollar thresholds change; confirm current rules for your situation.