Services
Wills
A will provides instructions for what happens at death and can nominate guardians for minor children. In California, some people use a will as a standalone plan, while others use a will alongside a trust (often as a “pour-over” will).
Common goals
- • Name beneficiaries and an executor
- • Nominate guardians for minor children
- • Coordinate with a trust-based plan
Key considerations
- • A will may still involve probate depending on assets
- • Beneficiary designations (e.g., retirement accounts) should align
- • Plans should be reviewed after major life events
What you’ll receive
- • Will tailored to your situation
- • Guidance on next steps and organization
- • Coordination with related documents where appropriate