Services

Our Services

 When planning something as important as your family's future and protecting your most precious assets, it is best to avoid a one-size-fits all approach.

Together, we will evaluate your needs and create a customized plan to achieve your objectives.  Some common elements you may need in your plan include the following:

  • Revocable Trust
  • Will
  • Guardian Appointment for Minor Children
  • Durable Power of Attorney for Asset Management
  • Advance Healthcare Directive
  • HIPAA Medical Release
  • Special Needs Trust
  • ​Irrevocable Trusts
  • Planning for your pets
  • Business Succession Planning
  • Evaluation of Life Insurance and Long Term Care needs
  • Analysis of proper beneficiary designations on bank accounts, stocks, brokerage accounts, and retirement accounts
  • How to properly safeguard your digital assets.
  • Charitable Remainder Trusts.

Rates

 How much does all this cost?
Everyone is unique.  In order to provide the best service and the highest quality of work for you, we need to do some fact finding to determine our fees.

Our fees are generally fixed flat rates, which we will agree upon in advance so there are no surprises.  At our initial meeting, we will determine your needs based upon the assets you hold, your particular situation, and your unique objectives, against the backdrop of the requirements and consequences of California law.  Therefore, we ask that you schedule a free 30-minute consultation to go over your plan.
Call Susan at 949-285-4270 to get started.