Protect Your Family.
Trusts Built for Real Life.
Simple, flat-fee estate planning for California families, homeowners, and business owners.
We make the process straightforward—from your first consultation through signing and funding your trust.
A trust isn’t just paperwork—it’s a clear plan for your family, your home, and everything you’ve built.
We make estate planning simple, structured, and easy to understand so you can move forward with confidence.
You likely need a trust in California if:
🏠 You Own a Home
👨👩👧 You Have Children
💼 You Own a Business
💰 You’ve Built Assets
If this sounds like your life, a trust is one of the most important steps you can take to protect it.
It’s Really About the Next Generation
A good estate plan protects your family today and gives them clarity tomorrow.
Simple 3 Steps:
1. Quick Intake
Complete a short questionnaire so we understand your family, assets, and goals.
2. Build Your Trust
We prepare your complete estate planning package tailored to your situation.
3. Finalize
We walk you through signing, notarization, and properly funding your trust.
Simple. Structured. Done right
We help families put the right structure in place.
Flat Fee. No Surprises.
Everything you need to create a complete California estate plan in one straightforward package.
Complete Family Estate Plan — $2,400 Flat Fee
Revocable Living Trust
Pour-Over Will(s)
Durable Financial Power(s) of Attorney
Advance Health Care Directive(s)
HIPAA Authorization(s)
Guardian Designation for Minor Children
Certification of Trust
Primary Residence Deed Transfer
Trust Funding Guidance
Asset & Business Assignment
Minor Medical Authorization, when applicable
*Additional real property transfers or more complex planning may involve additional fees, which we discuss with you in advance.
Estate Planning for Real California Families
We work with individuals and families who have built meaningful lives—homes, businesses, investments, and families they want to protect.
Our goal is simple: create a clear estate plan that avoids unnecessary confusion, delays, and costs for the people you care about most.
Whether you’re raising young children, preparing for retirement, building a business, or simply ready to get your affairs organized, we’ll help you put the right plan in place.
Get It Done. Protect What Matters Most
The longer you wait, the more uncertainty you leave behind.
Getting your trust in place is simpler than you think—and we’ll guide you the entire way