Helping individuals and families with estate planning, funeral planning, and legal name or gender changes – all through a simple, supportive virtual process.
Create a clear plan that protects your loved ones and your assets. I help individuals and families throughout California create wills, trusts, and estate plans through a simple virtual process so your wishes are honored and your family is protected.
Planning ahead helps your family avoid confusion and unexpected costs during a difficult time. A funeral plan ensures your loved ones know exactly what to do and who to contact while helping reduce financial stress.
Navigate the legal process of changing your name or gender with clear guidance and support. I help individuals complete the required legal steps so their identity and legal documents align.
This document is vital for protecting your medical interests when you are unable to speak for yourself, such as in cases of a coma or dementia. It allows you to designate a trusted person to make medical decisions on your behalf.
Without this document, family members or friends are often forced to go to court to have a decision-maker legally appointed, which is a costly and time-consuming process. While spouses often have some default rights, relying on marriage alone is risky – especially if both partners are injured in the same accident. This document is essential for every adult (18+), particularly for single individuals who have no automatic legal representative.
While the healthcare version covers your body, the Financial Power of Attorney protects your assets while you are still alive but incapacitated. It grants a designated person the authority to manage your finances, including paying bills, selling stocks or vehicles, and funding your medical care.
The primary goal is to ensure that someone can look after your property and expenses while you are ill. Without it, your accounts could be frozen, and your family might be unable to access the funds needed to maintain your household or pay for your treatment.
A Will serves two main purposes: the distribution of assets after death and the naming of guardians for minor children. While some regions (like California) have “intestacy” laws that automatically split assets equally among children, a Will is necessary if you wish to leave property to a friend, a distant relative, or create an unequal distribution.
It is strongly advised to avoid generic online templates, as people often make critical mistakes regarding guardianship or fail to understand the legal consequences of their wording. Consulting an attorney ensures your wishes are legally enforceable and clear.
Unlike a Will, where children typically receive their full inheritance at age 18, a Trust allows you to stagger distributions (e.g., 50% at age 25 and 50% at age 35). In the meantime, the money can be restricted to specific uses like education, housing, and healthcare.
"Probate" is the court-supervised process of distributing a deceased person's estate. It is notoriously slow (taking about a year) and expensive (costing roughly 4% of the estate's value). For a $1 million estate, that is $40,000 in fees. A Trust allows assets to pass directly to heirs without court intervention.
Our consultations are designed to be as personal as an in-office meeting. We sit down together via video or phone call to discuss your goals, answer your questions, and design a plan that fits your unique family dynamic, all while you are in your most comfortable environment.
1. How do I choose the right estate planning attorney in California?
2. Can estate planning be completed entirely online in California?
3. Why is a Special Needs Trust necessary?
4. What does the estate planning process look like?
