Practice Area
Estate Planning & Trusts
Straightforward estate planning for California families — revocable living trusts, wills, advance health care directives, and powers of attorney.
California probate is slow and public, and the fees are set by statute rather than by the work involved. For most families who own a home here, a properly funded living trust avoids all of it.
Estate planning is also the quietest way to protect the people you leave behind from having to guess. Who makes medical decisions. Who raises the children. What happens to the house. Answered on paper, once, while it is calm.
What that includes
- Revocable living trusts
- Drafted and — just as importantly — funded, so assets actually pass outside probate.
- Wills
- Pour-over wills alongside a trust, or standalone wills with guardianship nominations.
- Advance health care directives
- Naming who speaks for you and recording what you want.
- Durable powers of attorney
- Authority over financial matters if you cannot handle them yourself.
- Plan updates after divorce
- Revising beneficiaries, trustees, and agents once a marriage has ended.
Existing plans are worth a review every few years, or after any major change at home.
Let's talk about where things actually stand.
A first conversation costs you nothing but the time it takes. You will speak with Julie directly, and you will leave knowing what your options are.