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What We Do

Estate Planning Services

Every document your family needs to be protected — drafted by experienced attorneys, tailored to your life, and completed entirely on your schedule.

The foundation of every estate plan.

Wills & Living Trusts

A will or living trust ensures your assets pass to the people you love — on your terms, not the court's. Without one, California's intestacy laws decide who gets what, which may not reflect your wishes at all.

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Last Will & Testament

Designates who receives your property, names guardians for minor children, and appoints an executor to carry out your wishes.

Revocable Living Trust

Avoids probate entirely, keeps your affairs private, and allows for seamless transfer of assets to your beneficiaries — often the most powerful tool in an estate plan.

Pour-Over Will

Works alongside your living trust to capture any assets not yet transferred into the trust at the time of your passing.

Trust Funding Assistance

We guide you through the process of retitling assets and updating beneficiary designations so your trust actually works as intended.

Protect yourself while you're still here.

Powers of Attorney

Estate planning isn't only about what happens after you're gone. A power of attorney ensures that if you're ever incapacitated — due to illness, injury, or age — a trusted person can step in and manage your affairs without court intervention.

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Durable Financial Power of Attorney

Authorizes your agent to manage bank accounts, pay bills, file taxes, and handle real estate transactions on your behalf.

Limited Power of Attorney

Grants authority for a specific transaction or time period — useful for real estate closings or business matters when you're unavailable.

Springing Power of Attorney

Only takes effect upon a triggering event, such as a physician's determination of incapacity — giving you control over when authority transfers.

Make your medical wishes known — before a crisis.

Healthcare Directives

Without a healthcare directive, your family may be forced to make agonizing medical decisions without knowing what you would have wanted. These documents give you a voice when you can't speak for yourself.

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Advance Healthcare Directive

Combines a living will and healthcare proxy into one document — specifying your treatment preferences and naming someone to enforce them.

Living Will

States your wishes regarding life-sustaining treatment, resuscitation, and end-of-life care in clear, legally binding language.

Healthcare Power of Attorney

Designates a trusted person — your healthcare agent — to make medical decisions on your behalf if you're unable to communicate.

HIPAA Authorization

Allows your designated agents and family members to access your medical records and communicate with your healthcare providers.

Why Legacy

Everything Included. No Surprises.

Flat-fee pricing — know your cost upfront, no billable hours

Fully remote process — complete everything from home

California-licensed attorneys serving all 50 states

Dedicated advisor from first call to final signature

Documents reviewed and revised until you're fully satisfied