For Your FamilyWills, Trusts And Everything In Between
Our estate planning practice covers a wide variety of services, some of which are outlined below. In order to ensure your family is prepared, we take a comprehensive approach to ensure your comprehensive plan has the right pieces in place.
~ (Re)Define Your Legacy ~
No Cookies Allowed
“You aren’t like most other lawyers we’ve met.” That’s a phrase we hear pretty often because we aren’t like most other law firms. We want the best for your family and we work with you to figure out exactly what that is, without giving you “cookie cutter” strategies to meet your goals.
We Can Do It All
One of the problems we often see with estate plans is that they are not comprehensive enough. Many times, they are missing important documents. Other times, they are missing important provisions with legal significance. We’ll make sure your plan is as complex as it needs to be, and no more. We like simplicity too, but not at your family’s expense.
A poorly constructed estate planning can have disastrous consequences for your loved ones. Does your contain the following items, at least:
Power of Attorney
This document gives your chosen individual the power to act on your behalf for certain non-medical matters.
A Will is an essential component of every estate plan, regardless of whether it is Will-based or Trust-based. it also carries certain requirements that must be complied with in order to ensure it is valid under state law.
With various types of Trusts available, they can be a powerful tool to have as part of your comprehensive estate plan. Use of the appropriate type of Trust is extremely important in ensuring your wishes are well documented and properly executed.
Kids Protection Plan
How do you make sure that your children are properly cared for, ONLY by those you choose to care for them, in a way that is important to you? With our trademarked kid’s planning process, we’ll take care of those details for you.
Healthcare Directive/Power of Attorney
Who do you want making your medical decisions if you can’t do so? A properly prepared appointment & guidelines can make a world of difference during what could be a difficult time for your family and friends.
We recommend having your estate plan reviewed every 3 years, at minimum.
What We Offer
Our Services Include:
Our Systematic Approach
Our process begins with a Family Wealth Planning Session. Before the Session you will complete homework that will have you feeling more organized and put together than you have in a long time. Maybe ever.
We begin a questionnaire that is designed to get down to what matters most to you and your family, as well discovering which assets may need specialized planning.
Research & Design
Once we’ve gathered all necessary information, we’ll asses your responses, assets, and various strategies to determine a course of action for a customized solution to fit your needs.
Execute & Monitor
Once your plan is designed and ready to sign, we’ll finalize everything and set-up a plan for on-going support to ensure your plan continues to work, the way you want, for years to come.
Trusted by Families All Over California
Because of the structure of our planning process, we’re able to assist families across California by using technology to our advantage, we’re able to provide a virtual client experience perfectly suited to accommodating your busy lives with minimal interruption to your schedule.
VIP Maintenance Programs
At most estate planning law firms the relationship ends when you sign your documents. At Legacy Counsel we see the signing your estate planning documents as the beginning of our relationship with your family.
Over time, your assets will change; your family may change; we know for sure that the law will change. Your plan must accommodate all of these changes in order to make sure your plan works when your family needs it the most.
Package Options For Every Need
We understand that every family has unique needs. So, we’ve developed overall packages that are designed to meet those needs, while allowing for total customization to fit your family perfectly.
- For the family who doesn’t have assets that would have to go through probate, but want to guarantee their minor children are well cared for, their health care wishes are turned into directives and their loved ones are able to access their assets using a durable power of attorney if they become incapacitated.
- For the family who wants total assurance and peace of mind of knowing Family Wealth will be transferred to heirs with the most ease and convenience possible in private and without court involvement. Clients choosing the Trust plan may also opt to protect their beneficiary’s inheritance from lawsuits, spouses and estate taxes.
Wealth PlanDone for You
- Wants the total assurance and peace of mind of the Trust Plan AND also all comfort of knowing that assets transfers have been taken care of by our office. This plan is appropriate for busy families who want the least amount of personal effort and the greatest amount of convenience and care.
A la Carte
Alternatively, we may be able to support you in properly drafting the various documentation on an individualized basis, if your goals would be better suited for such an option. With this, we there are a variety of options we can choose from, including Special Needs Trusts, Irrevocable Trusts, Generation Skipping Trusts and so much more!
Get In Touch
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Orange County &
San Diego County