Uncomplicated and Affordable Estate Planning

Ensure Your Wishes Are Legally Documented

 

Control and Protect your property while you’re alive and well.

Take Care of yourself and your loved ones if you become disabled or incapacitated.

Give what you want, to whom you want, when you want.

All while Maintaining your Privacy, and avoiding delays, extra costs and extra taxes.

I make things simple to understand - no complex legaleze - 

I make house calls - I will come to you, or we can do it virtually.

Purpose of Estate Planning and Services Offered

The purpose of creating an estate plan is to protect you and your loved ones.  The word "estate" often puts people off.  Putting together an estate plan is nothing more than documenting your assets, large or small, and stating what happens to them upon your death or incapacitation. 

 

There are 4 main components of an estate plan:

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Covering Temecula Valley, North San Diego County, Inland Empire