Estate Planning Services
Comprehensive Protection for Your Family
Every estate plan is tailored to your family's unique needs. Here's what we offer.
Core Estate Planning Documents
A complete estate plan typically includes these essential documents, customized for your situation.
Living Trust
A revocable living trust allows your assets to pass to your beneficiaries without going through probate. This is the cornerstone of most estate plans and is especially valuable for families with real estate or significant assets.
- Avoid probate court
- Maintain privacy for your family
- Seamless asset transfer
- Easy to update as life changes
Pour-Over Will
Works alongside your trust to catch any assets not already in the trust at your passing. This ensures everything ends up where you intended, even if you forgot to retitle something.
- Safety net for your trust
- Ensures complete coverage
- Names guardians for minor children
- Expresses final wishes
Guardianship Designations
If you have minor children, this is one of the most important decisions you'll make. Designate who will care for your children if something happens to you — don't leave this to a judge who doesn't know your family.
- Choose who raises your children
- Name backup guardians
- Provide guidance for care
- Peace of mind for parents
Healthcare Directive
Also called an Advance Healthcare Directive, this document lets you specify your wishes for medical care if you can't speak for yourself. It also names someone to make healthcare decisions on your behalf.
- Your wishes are followed
- Reduces family stress
- Names healthcare agent
- Covers end-of-life decisions
Financial Power of Attorney
Gives someone you trust the authority to handle your finances if you're incapacitated. Without this, your family might need a court order to pay your bills or manage your accounts.
- Manage finances during incapacity
- Avoid court intervention
- Pay bills and handle accounts
- Customizable scope
Trust Funding Guidance
A trust only works if your assets are actually in it. We provide guidance on retitling your accounts, real estate, and other assets to ensure your trust is properly funded.
- Step-by-step instructions
- Common asset coverage
- Prevent probate gaps
- Maximize trust benefits
Military-Specific Considerations
As a former Navy spouse, I understand the unique aspects of military family estate planning.
SGLI & VGLI Coordination
We help ensure your life insurance beneficiary designations align with your overall estate plan.
Military Pension Planning
Guidance on how military retirement benefits interact with your estate plan and survivor benefit elections.
Multi-State Considerations
Military families often have property in multiple states. We help you understand how California law applies to your situation.
Deployment-Ready Documents
Special powers of attorney and documentation to ensure your spouse can handle everything while you're deployed.