If someone passes away without a valid will or trust, their estate is distributed under California's intestacy laws. This usually means assets go to close relatives in a set order — spouse, children, parents, or siblings — regardless of the decedent's wishes. The process requires probate court involvement, which can be lengthy and costly. Creating a plan ahead of time gives you control and reduces stress for your loved ones.

Yes! Estate planning is not only about wealth — it's about making sure your wishes are honored and your loved ones are protected. Even with modest assets, a plan can help avoid probate, appoint guardians for minor children, provide medical decision-making instructions, and simplify matters for your family during difficult time.

A will is a document that directs how your assets will be distributed after your death, but it generally requires probate court. A living trust, on the other hand, allows your assets to pass directly to your chosen beneficiaries without probate, often with more privacy and efficiency. The right choice depends on your goals, family situation, and the types of assets you own — we help you determine the best fit for your needs.

In California, probate often takes 9 to 18 months or longer, depending on the size and complexity of the estate, court scheduling, and any disputes. During this time, assets may be tied up and inaccessible to heirs. With proper planning — such as using a living trust — probate can often be avoided, saving time, money, and stress for your loved ones.

Our first meeting is a chance to get to know you, understand your goals, and answer your questions. We'll review your family and financial situation, explain your options in plain language, and outline the next steps. Every family's needs are unique, and we'll work with you to create a clear path forward — whether you're planning ahead, navigating probate, or resolving a trust matter.