California Estate Planning
Protect What You’ve Built.
Protect Who You Built It For.
Private, concierge estate planning for California families, business owners and professionals who want their affairs handled completely—and correctly.
From designing your estate plan through signing, funding and implementation, California Legacy manages the details so you don’t have to.
Attorney-Led Planning · Concierge Implementation · Comprehensive Trust Funding
Schedule a Private Consultation
Tell us briefly what you need. A member of California Legacy will follow up regarding next steps.
Estate Planning Without the Homework.
Most estate plans end with signed documents and a list of things for the client to do next.
California Legacy was built differently.
We guide clients from planning through execution and implementation, helping coordinate the details required to put the estate plan into effect.
You make the important decisions. We help handle the rest.
See the California Legacy DifferenceDepending on the engagement, that may include
- Real-property transfers
- Deed preparation and recording
- Trust-funding assistance
- Asset-retitling guidance
- Beneficiary coordination
- Business-interest coordination
Estate Planning Built Around Your Life
Families & Parents
Protect your children, choose guardians, structure their inheritance and create clear instructions for the people you love.
Learn More →Business Owners
Coordinate your estate plan with the business you’ve spent years building and prepare for ownership, incapacity and succession.
Learn More →Professionals & Investors
Sophisticated estate planning for physicians, executives, investors and other successful professionals with increasingly complex financial lives.
Learn More →High-Net-Worth Families
Advanced planning for larger estates, multiple properties, businesses and multigenerational wealth.
Learn More →You Built the Business.
What Happens to It Without You?
For many entrepreneurs, the business is one of the family’s largest assets.
California Legacy helps business owners coordinate their personal estate planning with their ownership interests and prepare for death, incapacity and succession.
Estate Planning for Business OwnersPossible planning issues include
- Ownership
- Trust coordination
- Management continuity
- Succession
- Family inheritance
- Buy-sell arrangements where appropriate
- Incapacity planning
Your Estate Plan Isn’t Just About Your Assets.
For parents, estate planning determines much more than who receives property.
A comprehensive estate plan gives your family instructions when you cannot be there to give them yourself.
Protect Your FamilyIt determines
- Who would raise your children?
- Who would manage their inheritance?
- When should they receive control?
- Who acts if you become incapacitated?
A Seamless Estate Planning Experience
The process is simple for the client because California Legacy manages the complexity behind the scenes.
01
Understand
We learn about your family, assets, business interests and goals.
02
Design
Your attorney develops a plan around your circumstances.
03
Create
We prepare the required estate-planning documents.
04
Execute
We coordinate signing and execution.
05
Implement
We assist with the funding, transfers and coordination included within the engagement.
Premium estate planning, handled for you.
If you want your plan designed, signed, funded and put into effect—without a list of homework at the end—request a private consultation.
Schedule a Private Consultation