ESTATE PLANNING & PROBATE SERVICES
We offer a full-service estate planning model for our clients that includes:
Living Trusts
Pour Over Wills
Powers of Attorney re Health & Property
Deed Transfers
Special Trusts
Financial Planning Assistance Through Qualified Affiliates
Asset Protection Planning & Exemption Planning
Coordination with a Network of Local Financial Professionals
Charitable Planning Devices:
We offer most Southern Californians a complete estate plan for less than $1500.00. Our firm also provides assistance with church planning needs, special needs trusts, and creditor-resistant planning strategies.
Additional hourly-rate services include:
Bioethics / End-of-Life Consulting
Creditor Claims in Probate & Asset Protection
Probate Litigation / Extraordinary Services
Probate Mediation / Arbitration
Nonprofit Development Strategies