MENU
Let's Chat!

WE GET IT...

The term “Estate Planning” sounds so … heavy.

“Life + Legacy Planning” is a much better fit — that’s because our brand of estate planning is SO MUCH MORE than simply preparing legal documents for when you’re gone.

We provide you with true peace of mind.

Together, we craft customized plans that reflect your wishes and values — so you can rest assured that:

(1) your kids will always be with those you love and trust;
(2) your healthcare choices are honored;
(3) your loved ones are spared years of wildly expensive court proceedings; and
(4) your personal legacy lives on for generations through recorded interviews.

We create thoughtful plans that actually work.

Our four-meeting process is designed to ensure that you’re getting the best plan for your needs AND an enlightening experience that will feel far more like coffee with an old friend rather than a solemn legal transaction.

We bring joy to the planning process, so...

Let's Get Started!
LIFE AND LEGACY
PERSONAL LEGACY
CHILD PROTECTIVE
PET PROTECTION
ASSET PROTECTION
SPECIAL NEEDS

We understand how precious life and loved ones are.  Everything we do is designed to help you leave a conscious legacy for generations to come.

Meaningful Connection

You're more than a client, and we're more than your lawyer. We’re not here simply to provide with a set of legal documents — we’re here to serve you and your family in the truest sense, which means understanding your values, priorities, and wishes. To make sure we do, we take time at the start of every Life + Legacy Planning Session to learn about your family, personal hobbies, and interests. Building a foundational, personal relationship enables us to guide you through the planning process in the most productive and meaningful way.

Client Centered Approach

Life is hectic. And if you have little (or not so little) ones, five minutes to yourself too often feels like a pipedream. That's why we meet virtually and set aside time each month for evening and weekend Life + Legacy Planning Sessions. Being busy should never stop you from getting a great plan in place. Oh, and we work exclusively on a flat fee basis. You'll always know exactly what you're getting charged, and you'll never get a surprise bill in your inbox or mailbox for a 15-minute phone call. Life is hectic. And if you have little (or not so little) ones, five minutes to yourself too often feels like a pipedream. That's why we meet virtually and set aside time each month for evening and weekend Life + Legacy Planning Sessions. Being busy should never stop you from getting a great plan in place. Oh, and we work exclusively on a flat fee basis. You'll always know exactly what you're getting charged, and you'll never get a surprise bill in your inbox or mailbox for a 15-minute phone call. Have questions? Ask away! We want your plan to reflect YOU as much as possible, so we always encourage communication and will never charge extra for it.

Exceptional Service

We believe that EVERY adult deserves a customized, thoughtful plan to keep their loved ones safe and free from court and conflict. (No DIY plans or template document sets over here!) This is especially true if you’re a parent of little ones — a well-crafted plan can help ensure that your children are always with those you love and trust and who will raise them with the same principles and approach to life. We take on just a few clients a month so that we're able to consistently provide first-class, personal service. And to ensure that your plans stay up to date as laws change, assets grow, children mature, and family dynamics shift, we check in every three years to make sure your plan is up to date and never stale.

Communication

Having the right plan in place is crucial to your peace of mind – we encourage you to ask questions, share ideas, and offer comments.

Relationship

Our goal is to build a lifetime relationship. We offer complimentary reviews of your plan every 3 years to ensure it’s always up to date.

 

Flat Fees

No surprise bills for those "I have a quick question" or "I forgot to mention" emails and phone calls.  So reach out anytime!

Legacy Interviews

We believe your most priceless assets are your memories, stories, and values — so we record them to make sure they’re never forgotten.

 

Holistic Approach

Our personal approach to planning for the unknown prepares you to live your life with more intention, clarity, and purpose.

 

Virtual Planning

We've been offering virtual meetings since pre-COVID times! Wherever you are in California, we can meet conveniently via Zoom.

 

CLOSE
Let's Chat!