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Planning ahead, and settling what's left behind.
Estate planning for families in California and Maryland. Probate, trust administration and conservatorships in California.
ESTATE PLANNING · CALIFORNIA AND MARYLAND
Estate Planning
The full plan: trust, pour-over will, powers of attorney and health care directive.
Learn moreLiving Trusts
Keep your family out of probate and in control if you cannot manage.
Learn moreWills and Pour-Over Wills
Name guardians and catch anything left outside your trust.
Learn morePowers of Attorney and Health Care Directives
Choose who acts for you while you are living.
Learn morePlanning for Parents of Minor Children
Guardians, trusts for children and age-based distributions.
Learn moreEstate Tax Planning
Federal and Maryland estate tax, and how to plan around them.
Learn moreEstate Plan Review and Updates
Keep your plan current when your life changes.
Learn moreTrust Funding
Make sure your trust actually owns what it should.
Learn moreSETTLING AN ESTATE · CALIFORNIA ONLY
The best time to plan is while everything is calm.
Two minutes of questions. Then you will know exactly where to go next.