A Plan That Works When You Need It Most.
A strong estate plan answers important questions before they become urgent ones. Who will make medical decisions for you if you are unable to? Who will care for your children? Who will manage your finances? And if something happens to you, who will carry out your wishes and ensure your assets go where you intend?
Without a plan, those decisions may fall to the court under California law. The probate process is public, expensive, and time-consuming. It often leaves your loved ones facing serious legal and financial burdens during an already difficult time.
A well-structured plan keeps those decisions with you.
Reed Moran
Personal, Focused Practice
With a small, local practice, you work directly with me from start to finish. There are no layers of staff or unnecessary add-ons like you might encounter at a larger firm.
I prepare comprehensive Estate Plans tailored to what you actually need. The core of those plans include: Trusts, Wills, Powers of Attorney, and Advance Health Care Directives. Real property transfers into trust are prepared and recorded as part of the planning process, and you receive clear guidance on properly funding your trust.