California estate planning services
Estate planning isn’t one document—it’s a coordinated set of documents and guidance. We’ll help you choose the right structure for your situation and make sure it’s executed correctly.
Who this is for
A good fit for Orange County homeowners raising kids who want clear, coordinated documents—without a complicated process.
- • Homeowners (or soon-to-be homeowners) in California
- • Parents of minor children (guardianship nominations)
- • Families who want incapacity planning in place (POA + AHCD)
- • People updating older documents after major life events
What we typically cover
Most plans include a combination of documents that work together.
- • Trust or will structure (depending on your goals)
- • Guardianship nominations (for parents)
- • Durable power of attorney (financial)
- • Advance health care directive
- • Guidance on next steps (including trust funding)
Living Trusts
A common foundation for probate avoidance and privacy in California.
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Wills
Clear instructions and guardianship nominations for minor children.
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Durable Power of Attorney (Financial)
Plan for incapacity so someone you trust can manage financial matters.
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Advance Health Care Directive
Name a health care agent and document your treatment preferences.
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Trust Funding Guidance
Guidance on next steps after signing so your plan functions as intended.
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Plan Review & Updates
Review existing documents and update them for new life events and goals.
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Not sure what you need?
Schedule a free 15-minute consultation and we’ll point you in the right direction.