California Estate Planning Attorneys
A state-specific, comprehensive, complete plan, drafted by California estate planning attorneys can make life easier on everyone you love. Both now, and more importantly, in the future.
Find an estate planning attorney in California.
California estate planning attorneys can help you get things done.
It’s the one thing in life you can’t afford to get wrong - your Estate Plan. An estate planning attorney in California can make sure your plan is state-specific and exactly what you need.
California estate planning attorneys can help you set up a plan that will withstand the test of time. They are skilled, competent and knowledgeable about the types of issues and complexities that people often face when navigating the process of managing and administering an estate.
While working with an estate planning attorney isn't required to have a legally valid estate plan (all of Trust & Will's documents are built by lawyers) it can give added peace of mind. Working with an estate planning attorney in California can be beneficial - not just now, as you’re growing your estate, but in the future, when it will be left to your family and loved ones.
NEED ADDITIONAL SUPPORT?
Get support from a licensed estate planning attorney in California.
Experienced estate planning attorneys in California are available to review your documents and decisions as well as answer any legal questions like funding advice or tax implications.
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Line-by-line Document Review
Review your decisions, inputs, and details and discuss any consequences or questions you have.
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Trust Funding Support & Guidance
Step-by-step instructions and advice on moving each type of asset into your Trust.
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Legal Estate Planning Advice
Answer and advise on what is best for your unique situation year-round.
Find a knowledgeable, trustworthy, California estate planning attorney.
California estate planning attorneys know the law like no other. Your Estate Plan is the most important thing you have to protect your loved ones when you’re no longer here to protect them yourself. Using an estate planning attorney in California is one way to feel even more confident in that protection.
WHAT YOU NEED TO KNOW
Take the guesswork out of finding California estate planning attorneys.
California estate planning attorneys specialize not only in federal laws, but also in the local state laws that are so crucial to understand so that you can have an effective Trust, Will or any other estate planning document. Typical estate planning attorney certifications can include:
CTEP (Chartered Trust and Estate Planner). CTEP attorneys typically serve high-net-worth clients.
AEP (Accredited Estate Planner). AEP attorneys must be licensed to practice law or be a certified public accountant. They also must have a minimum of five years experience engaging in estate planning or estate planning activities.
CTFA (Certified Trust and Fiduciary Advisor). CFTA attorneys must have a minimum of three years experience in wealth management, complete an ethics statement and pass an exam.
Talk to our estate planning experts today.
Discover the Estate Plan that's right for you.
Talk to our estate planning experts today.
Discover the Estate Plan that's right for you.
