Practice Areas — Planning
Transparent, flat-fee estate planning packages for working and middle-class families — including veterans and first-generation homeowners.
Every family — regardless of income or asset level — benefits from a basic estate plan. Without one, the state of California decides what happens to your home, your bank accounts, and your children's financial future. A properly structured plan puts those decisions where they belong: with you.
This firm specifically serves working and middle-class families, including veterans, renters transitioning into homeownership, and households that have not traditionally engaged estate planning services. Pricing is transparent and flat — no hourly billing, no surprises.
Includes a simple will and durable powers of attorney (financial and health care). Appropriate for individuals and couples with straightforward asset situations who do not yet own real property or require a trust.
Comprehensive planning package including:
Fees are periodically reviewed based on market conditions and complexity. Final fee is confirmed before engagement.
A basic estate plan is one of the most important things a family can do. Let's talk about yours.
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