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ES Law Group

Burbank & Oxnard Locations · Serving Los Angeles and Clients Throughout California

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Estate Planning

California Estate Planning Attorney

Personalized plans for California individuals, families and business owners

Protect your property, wishes, and loved ones through a personalized California estate plan, including living trusts, wills, powers of attorney, health care directives, amendments, and trust funding.

A thoughtful estate plan can protect assets, preserve instructions, identify trusted decision-makers, and provide greater clarity for loved ones. ES LAW GROUP prepares personalized plans based on the client’s family, property, business interests, and goals.

Documents commonly included

  • Revocable Living Trusts
  • Wills
  • Durable Powers of Attorney
  • Advance Health Care Directives
  • Trust Amendments and Restatements
  • Trust Funding
  • Business Assignments to Trusts

Planning is about decisions, not just documents

The documents record choices that have to be made first: who should manage your affairs if you cannot, who should raise minor children, how property should pass, and what should happen to a business interest. The consultation is where those questions are worked through.

Funding the plan

A trust only governs the assets actually transferred into it. Funding is the step where property is retitled and beneficiary designations are reviewed, and a plan that is signed but never funded may not achieve what the client intended.

When to revisit an existing plan

  • Marriage, divorce, birth or death in the family.
  • Buying, selling or refinancing real property.
  • Starting, selling or restructuring a business.
  • A significant change in assets.
  • A move to or from California.

How the estate planning process works

Estate planning at ES LAW GROUP begins with a consultation about your family, property, business interests, and goals. The firm then designs and prepares the documents that record your decisions, walks you through signing and notarization, and assists with funding — retitling the assets your trust is meant to govern. Plans are reviewed and updated as circumstances change.

Individual and married plans

Plans are prepared for individuals and for married couples, and the right structure depends on how property is held, who the decision-makers should be, and what should happen in more than one scenario. The firm prepares personalized plans rather than one-size-fits-all documents.

Coordinating business interests

For clients who own a business, the plan can coordinate business interests with the trust — including assignments of business interests — so the plan reflects everything you have built. Business formation services are also available alongside the estate planning practice.

Planning for incapacity, not only for death

A complete California estate plan also answers a different question: who acts for you if you cannot act for yourself? Durable powers of attorney name the person who manages financial affairs during incapacity, and advance health care directives record your medical wishes and name the person who speaks with physicians. Preparing these documents while there is no emergency is what keeps decisions in the hands of the people you chose — rather than leaving your family to seek court authority later.

Scheduling a consultation

To begin, schedule an estate planning consultation. Consultation and document-preparation fees depend on the scope of services; the fee and the included work are explained before representation begins and confirmed in a written agreement.

Consultation and document-preparation fees depend on the scope of services. The fee and included work are explained before representation begins and confirmed in a written agreement.

This page is general information about California matters and is not legal advice about your situation. Whether representation is available depends on the facts of the individual case.

Schedule an Estate Planning Consultation

Consultation and document-preparation fees depend on the scope of services and are explained before representation begins.

Let’s Discuss How We Can Help

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