Estate Plan Design Center is committed to helping California individuals and families plan for their future. We understand that each family is unique and that estate planning is more than a set of instructions that tells the government who your property should go to after your death. Our Estate planning is the process is designed to understand your unique situation and goals and create a plan to pass your wealth, wisdom and values to your loved ones in the most efficient way possible.
By working with our office you can be confident that your estate plan will be current, take advantage of the latest planning opportunities, and address your goals using an approach that makes sense to you and a strategy that you can be confident in.
Through experience, we have developed a process that takes the time to understand your unique goals and concerns, the unique dynamics of your family, and your goals for your family’s future. Once we listen and understand your goals, a typically estate plan includes a Revocable Living Trust, Pour Over Will, Power of Attorney and Advanced Healthcare Directive to document our clients’ wishes.
Whether you are looking to create your estate plan for the first time or to update your existing plan, we can help you create your comprehensive and personalized estate plan, providing you peace of mind that your wishes will be followed. Contact us today to begin planning for your future.