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What is Estate Planning?

Before you actually start to prepare your Estate Planning Documents, you need to learn about the different documents involved and how each document fits in with your overall estate goals.

California Estate Planning is the process of considering the following:

It is recommended to have an estate plan if:
There are several estate planning documents used to protect your estate, those include, but are not limited to:

Our Estate Planning Services

Our estate planning package is tailored to each individual’s needs & includes the following services: