Make Your Plan.

A few years ago, my wife and I made our wills using a cheap online template – we had no idea what we were doing and figured it would be fine. That one-size-fits-all plan would’ve cost our kids $30,000  when it came time for them to inherit our estate compared to a plan done right.

That’s when I realized folks like you need someone to not just “make a plan”, but Make Your Plan.

I want to help you Make Your Plan, just like I’ve helped hundreds of other families.

I’m offering video-conferencing appointments for all appointments and my most popular packages, The Revocable Living Trust Package.

The Revocable Living Trust Package is designed to help you avoid probate and includes:

  • Living Trust
  • Pour-Over Wills
  • Certificate of Trust
  • Declaration of Trust
  • Assignment of Personal Effects
  • Durable Powers of Attorney
  • Health Care Directives and/or “Living Will” (HIPAA compliant)
  • HIPAA Waiver
  • Disposition Instructions
  • Deed to transfer primary residence to trust*

I’m looking forward to working with you! Contact me at or (888) 632-6623 to Make Your Plan!

*Deeds only prepared for California properties. First deed is included in package; each additional deed is $100.

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