estate planning 101

Let us be here for you as you work towards your goal of ensuring financial security for your family.  Complete a simple intake, schedule a free consultation with an attorney!

Estate Planning Intake

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Revocable Living Trust

is contract between you and yourself, with a Trustee managing assets for the beneficiaries.  The goal is to avoid expensive probate. 

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Durable Power of Attorney

for property management (life insurance, retirement accounts, 401K, IRAs, and you can name the trust as a contingent beneficiary

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Advanced Healthcare Directive

to ensure your end of life wishes are carried out as directed by you 

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Nomination of Guardian

if you have minor children

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a pour over will is included in your estate planning for the assets that already have beneficiaries  

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General Assignment of Personal Property into Trust

is a document that transfers personal property to trust

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Certification of Trust for Funding Purposes

certifies funding of trust

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Trust Transfer Deed

certifies funding of trust

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Funding Letter

Allocated assets to the Trust 

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80% of Americans are unable to afford legal services.  We are here to change that.  Our goal is to make justice accessible, and legal representation affordable.  

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Black Lives Matter

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no human is illegal

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We are changing the game, and the legal industry will never be the same!!  The legal industry has always been far too self absorbed and focused on the wrong goals.  YOUR GOALS.   It’s time for something different.  Peace begins with knowing your rights are protected.  There is a Revolution for Change by people all over the world who a fighting for peace, and we are here for it.  

Every thing is online

Let’s do business!!  And let’s do it online.  The need or desire for people to come into our legal offices has shifted over the course of the last several years, and obviously recently, in a dramatic fashion.  Clients have always preferred wanted to be able to manage their legal affairs without trekking into a stuffy office building, but now, clients are doing so out of necessity.  With online forms, and virtual consultations, we can do it all, online.  

Our law firm is licensed to practice in California, and we’ve helped client’s throughout the state for decades.  Let us know how we can help you!

Contact Us by text at 415 843-1law (1529)

we still have an office

Yes, we still have a physical location.  We understand that sometimes meeting in person is necessary, although we’d argue that in 2020, it’s almost never, but we are here if you need us. 

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