California LegacyWills | Trusts | Estate Planning
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For California Parents

Protect Their Future—Even If You’re Not There to Do It.

Concierge estate planning for California parents who want to protect their children, their assets and the people who would need to step in if something happened to them.

Schedule a Family Estate Planning Consultation
Private Consultation

Schedule a Family Estate Planning Consultation

Tell us briefly what you need. A member of California Legacy will follow up regarding next steps.

Your estate plan isn’t just about your assets.

For parents, estate planning determines who would raise your children, who would manage what you leave them, and who can act if you cannot. A comprehensive plan gives your family instructions when you cannot be there to give them yourself.

  • Who would raise your children?
  • Who would manage their inheritance?
  • When would they receive control?
  • Who handles your affairs during incapacity?
  • Is your trust actually funded and implemented?
Concierge Implementation

Planning through implementation—not a binder and a to-do list.

California Legacy guides families from planning through documents, signing, funding and implementation. Depending on the engagement, that may include real-property transfers, deed preparation and recording, trust-funding assistance, asset-retitling guidance, and beneficiary coordination. You make the important decisions. We help handle the rest.

The Process

A Seamless Estate Planning Experience

The process is simple for the client because California Legacy manages the complexity behind the scenes.

  1. 01

    Understand

    We learn about your family, assets, business interests and goals.

  2. 02

    Design

    Your attorney develops a plan around your circumstances.

  3. 03

    Create

    We prepare the required estate-planning documents.

  4. 04

    Execute

    We coordinate signing and execution.

  5. 05

    Implement

    We assist with the funding, transfers and coordination included within the engagement.

Give your family a plan they can actually use.

Schedule a Family Estate Planning Consultation