What Makes Us Different?
We Listen
We treat you like family, and take the time to listen and understand your unique wishes and goals so you can take control of your future.
We Explain
We explain, without pressure, various options available to you to ensure your family is protected and your wishes are upheld, no matter what.
We Guide
We charge a flat-fee for our estate planning services, with no hidden costs, so you can compare options and then choose the right way forward for you.
California Will & Trust
We make estate planning simple and convenient.
We will not spam, sell, or rent your information.
Are you prepared
for your future?
Let's face it, nobody really WANTS to think about
disability or death. But ask yourself this question...
WHAT WOULD HAPPEN IF YOU DIDN'T
COME HOME TOMORROW?
Unfortunately, getting older comes with responsibilities and changes that can be difficult for growing families and seniors. As we and our children grow older, we must be aware of the many risks we face – medical, financial, and legal. Without an estate plan in place, there can be big question marks about what happens as you age or if you were to suddenly pass away.
California Will & Trust can help. We'll help you develop a solid customized plan for the unforeseeable future to ensure that your wishes are upheld and your loved ones are looked after. Now that's real peace of mind. Take control and prepare for the future now, and schedule your Peace of Mind Planning Session.
Book your Peace of Mind Planning Session Now
We will not spam, sell, or rent your information.
Your family and your future matter to us.
Don't know where to start? Click one of the buttons below:
Schedule a Meeting or CallAttend a Free WebinarGet Started Now
We will not spam, sell, or rent your information.
We Solve Family Legal Issues
Not just for the rich and famous – comprehensive estate planning protects you, your family, and your assets after incapacity or death, and can keep your heirs and beneficiaries out of court.
Last wills and testaments, living trusts, and special trusts serve as the foundation of your estate plan and direct how you want your estate managed and distributed during your lifetime as well as after death.
Guiding families through the legal process in probate court to administer the estate of a decedent who died with a will or without a will, and counseling successor trustees how to administer a trust outside of court.
Navigating parents, spouses, and engaged couples through the web of laws regarding marriage, divorce, custody, support, property, premarital/prenuptial agreements, and other family matters.
WE MAKE ESTATE PLANNING SIMPLE & CONVENIENT.
Peace of Mind for you, in THREE easy steps
1.
Learning about you.
During our first conversation (the “Peace of Mind Planning Session”), we will learn all about you, your needs, and your goals.
2.
Create a plan together.
We personally guide you through information gathering and then design your plan together based on what we learned from you.
3.
Relax and enjoy.
We give you clear instructions For how to put your plan into motion and enjoy the best years of your life.
Refreshingly uncomplicated. Personalized just for you.
Do you want to create a will or living trust, but just haven't gotten around to it yet?
Our simple and convenient process will give you the peace of mind knowing you finally have your affairs in order, and that your family will be prepared for life without you.
- Get started online or in person, as you prefer
- Complete a simple, easy-to-follow family profile
- We personally guide you through the process
- We will create and design your plan together
- Your first draft contains an easy-to-read summary
- Your first draft includes a personalized explanation
- Your final documents are signed, and witnessed,
- Can be notarized at your home or in our Fairfield office
We will not spam, sell, or rent your information.
Contact Us Today
We will not spam, sell, or rent your information.
Get Our Free E-Book:
Top 10 Mistakes to Avoid in Estate Planning
We share the top ten mistakes commonly made in estate planning, the consequences of those mistakes, and how to avoid them.
Best of all, it's free to download!
