Estate Planning Services
Trusts, wills, probate, and elder law—one firm to cover the documents and strategy you actually need.
Core Documents That Work Together
A solid plan layers a few key instruments so your care, money, and legacy stay aligned if something changes.
Living Trust
If your gross estate exceeds $208,850, or your primary residence exceeds $750,000, probate may apply—and statutory fees add up fast (often well above a trust package). A Living Trust lets successor trustees follow your instructions during incapacity and after death, usually without a public court file.
Pour Over Will
Pairs with revocable trusts, names guardians for minors, and can sweep overlooked assets into your trust after death.
General Durable Power of Attorney
Lets trusted agents pay bills and coordinate care using your written directions—without a conservatorship hearing.
Advance Health Care Directive
States who decides care if you cannot speak for yourself and records the treatments you want—or want to refuse.
Every core document included with your Living Trust
One bundled package—priced upfront and tailored to your household.
A Trust Only Works If It's Funded
Signing your trust is step one. Retitling assets into it is what actually keeps them out of probate. Track your progress below—it's saved on this device so you can pick up where you left off.
A Few Details Worth Getting Right
Some assets need more than a checkbox. Here's what Michael looks at beyond the standard funding checklist.
Real Estate & Deeds
Own property in California? Michael prepares and records the deed that moves it into your trust, and works through title, mortgage, and property-tax questions along the way.
Business Interests & Complex Accounts
LLC interests, startup equity, and stock options each come with their own rules for how—or whether—they can be retitled into your trust, and Michael reviews yours for company restrictions before anything moves. Retirement accounts generally stay in your name instead, with the trust named as beneficiary.
Separate Property & Community Property
For married couples, Michael helps identify which assets are separate, community, or a mix of both—especially important for property owned before marriage, inheritances, or a business interest. Planning to marry? An estate plan can also help preserve a clear record of what's yours going in.
Comprehensive Estate Law Services
Pick the lane you need now; Michael can widen the plan as life or assets change.
Living Trusts
Revocable and irrevocable trusts built to skip probate where possible, protect assets, and carry out your instructions.
Probate Administration
End-to-end probate help: petitions, inventories, creditor issues, and orderly distributions.
Estate Planning
Holistic planning—assets, healthcare agents, POAs, and guardianships when minors are involved.
Trust Administration
Trustee support: accounting, notices, taxes coordination, and fair payouts to beneficiaries.
Elder Law
Senior-focused guidance: long-term care, public benefits where appropriate, conservatorship, and abuse prevention.
Wills & Powers of Attorney
Wills, pour-overs, POAs, and directives—à la carte or bundled with a trust.