Serving all California Residents. U.S. Veterans: Your Essential Legal Documents Are FREE.
Essential Estate Planning: Secure Your Future
Protect your family, assets, and wishes with our comprehensive, attorney-drafted essential package, delivered at a fixed, low cost.
The Four Essential Documents Included
Living Trust
- Avoids costly and public probate court.
- Allows for seamless asset management if incapacitated.
- Maintains privacy of your estate and beneficiaries.
- Central hub for asset distribution.
Pour-Over Will
- Transfers stray assets into your Trust upon death.
- Names guardians for minor children or dependents.
- Outlines your final wishes and funeral arrangements.
- Ensures all assets are ultimately distributed per your Trust.
Healthcare POA
- Appoints an Agent to make medical decisions for you.
- Specifies your preferences for life-sustaining treatments.
- Allows trusted individuals to access medical records (HIPAA).
- Prevents court intervention in sensitive health matters.
Financial POA
- Appoints an Agent to handle finances if you are unable.
- Allows Agent to pay bills, manage investments, and file taxes.
- Avoids lengthy and expensive court-ordered conservatorship.
- Takes effect immediately (Durable) for continuous protection.
