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Thoughtful Estate Planning for Real Life.
Protect the people you love. Plan for what matters.
A plan for your family's future.
Estate planning isn't just about what happens someday - it's also about taking care of yourself and your loved ones today. I take the time to understand your goals, explain your options in plain English, and create a plan that works for your life.
Three Simple Steps:
A straightforward, welcoming process from start to finish.
1
Tell Me About Your Family and Goals for Your Estate.
We'll discuss your goals and family dynamics. I will answer your questions in a relaxed meeting.
2
We Build Your Plan Based on What Fits YOU Best.
I'll create a customized plan tailored to your personal situation and explain everything in plain English.
3
Have Confidence That Your Wishes are in Place.
I am here for you if you have any questions or want to make changes in the future.
Let's plan for a brighter tomorrow. Feel confident knowing that your family and friends have guidance when they need it.
Why Proper Estate Planning Matters.
For many California families, one of the most important benefits of a properly designed and funded estate plan is avoiding probate.
Probate can be a lengthy and expensive process of drawn out court involvement with fees generally based on the GROSS value of the decedent's estate - not what remains after mortgages and other debts are paid. In addition to attorney and personal representative fees, there are court costs, appraisal fees, and other expenses.
TIME CONSUMING
Probate can take many months to years to complete
EXPENSIVE
Fees are based on the GROSS value of the estate and can be significant
EXHAUSTING
The emotional toll on your family cannot be understated
The good news? Probate can simply be avoided with thoughtful planning.
If properly prepared and implemented a revocable living trust can help your family avoid the court process and make administration of your estate significantly easier. The loss of a loved one is difficult enough. Thoughtful planning today can make things easier for the people you love tomorrow.
California law provides a statutory fee schedule for attorneys and personal representatives based on the gross value of the probate estate.
ESTATE VALUE
First $100,000
Next $100,000
Next $800,000
Next $9 million
Next $15 million
STATUTORY FEE
(ATTORNEY OR PERSONAL
REPRESNETATIVE)
4%
3%
2%
1%
0.5%
With California real estate values having risen substantially, a $3 million estate is not uncommon. At that value, statutory probate fees and compensation alone could total approximately $210,000: $105,000 for the attorney and $105,000 for the personal representative.
Schedule an Appointment
So are we! I look forward to hearing from you.
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