Your Perfect Estate Plan

We design estate plans to protect your assets in California, help property pass according to your wishes, and, when appropriate, reduce unnecessary probate involvement.

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Why A Perfect Plan?

You want to determine who will manage your assets and take care of you if you are unable to care for yourself. Proper planning means having a written and valid health care directive, a power of attorney, and other documents which allow someone you trust to make decisions for you if needed. This should be determined by you today while you are still well.
You do not want your family in the Probate Court after you die. Even if you have a valid will, it could be the California Probate Court who decides who raises your minor children, who gets your house, and what happens to the rest of your estate. Proper estate planning avoids the long, expensive, and public process of probate proceedings.
You don’t want your family fighting for your estate or losing it. Even if your beneficiaries are adults, you want a clear plan crafted to protect your assets from bad decisions they might make. Their creditors or spouses can end up with your assets unless you plan properly.

Services

Tailored Estate Plans For Every Client

Every client is unique. In many situations, we create a Revocable Living Trust, a pour-over will, and Advanced Health Care Directive, Power of Attorney documents, and a few ancillary items. We make sure your property is transferred to the new Trust. Some clients have Special Needs Trusts, Irrevocable Trusts, or more unique structures. After consulting with you, we can zero in on what is your Perfect Estate Plan.

Attention To Every Detail

Every Client is Unique

We listen carefully about what you own, how you want to protect it, and what you want to happen to it after you are gone. Each family has different needs, goals, and circumstances requiring a personalized approach to estate planning.

Core Estate Documents

After we develop a plan, we typically create a Revocable Living Trust, Pour-Over Will, Advance Health Care Directive, and Power of Attorney. Documents are prepared for each client’s circumstances using professional estate-planning tools and reviewed by Attorney Ty Stewart.

Specialized Solutions

Some clients require Special Needs Trusts, Irrevocable Trusts, Gun Trusts, or customized structures for their unique situations. When these are needed, we know how to include them in your plan.

Personalized Consultation

We can do 100% of this process over the phone or teleconference. However, we have a real office in San Diego and we can always meet with you in person.

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We Want To Finally Give You Peace Of Mind With A Perfect Estate Plan

Let’s craft a Perfect Estate Plan for you while you are still alive and well. The Perfect time to start this easy process is today.