Registered LDA #SLO 279
Serving Since 2009
Create a legally valid last will and testament to ensure your wishes are honored and your loved ones are protected in San Luis Obispo and Santa Barbara Counties.
A last will and testament is the foundation of every estate plan. Without one, California's intestacy laws—not you—decide who inherits your assets and who cares for your minor children.
Decide exactly who receives your property, money, and personal belongings rather than leaving it to state law.
Designate who will care for your minor children if both parents die—one of the most important decisions you'll make.
Select a trusted person to manage your estate, pay debts, and distribute assets according to your wishes.
Leave a lasting legacy by including charitable bequests to organizations and causes you care about.
Clear instructions reduce confusion and potential conflicts among family members during an already difficult time.
Arrange care for beloved pets by naming caretakers and setting aside funds for their ongoing needs.
Professional will preparation services customized to your unique situation
A straightforward will for individuals with uncomplicated estates. Names an executor, lists beneficiaries, and distributes assets. Perfect for single people or couples with clear distribution wishes.
Creates a trust upon your death to manage assets for minor children or beneficiaries who need oversight. The trust is established by your will and funded after probate.
Works in conjunction with a living trust. Any assets not already in your trust at death are "poured over" into the trust and distributed according to trust terms. Essential companion to a living trust.
Coordinated wills for married couples that work together to accomplish shared estate planning goals. Each spouse has their own will but they're designed to work in harmony.
Designate who will manage your estate
Specify who receives what property
Name guardians for minor children
Backup plans if primary beneficiary predeceases you
Leave particular items to specific people
Clear guidance for proper execution
Common questions about wills answered
Take control of your estate and protect your loved ones. Let us help you create a comprehensive will that reflects your wishes and provides peace of mind.
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A last will and testament is a legal document that specifies how you want your property distributed after death, names guardians for minor children, and appoints an executor to manage your estate.
Name guardians for minor children. Without a will, the court decides who raises your kids—which may not align with your wishes.
Decide exactly who receives your assets. Without a will, California intestacy laws determine distribution, which may not match your desires.
Choose a trusted person to manage your estate, pay debts, and distribute assets according to your instructions.
Make specific gifts to family, friends, or charities. Include sentimental items, family heirlooms, and monetary gifts.
Designate caretakers for pets and set aside funds for their care, ensuring your beloved animals are protected.
Clear instructions reduce disputes among heirs and help prevent costly family conflicts during an already difficult time.
Customized will preparation services for every situation
Ideal for straightforward estates with clear beneficiaries. Names executor, distributes assets, and appoints guardians for minor children if applicable.
Works in conjunction with a living trust. Transfers any assets not already in the trust at death into the trust, ensuring nothing is left out.
Coordinated wills for married couples or partners with similar wishes. Each person has their own will with complementary provisions.
Creates trusts for minor children or special needs beneficiaries upon your death. Controls when and how beneficiaries receive inheritances.
While wills are essential, they don't avoid probate. For California property owners or estates over $184,500, a living trust may be more beneficial as it avoids the costly probate process entirely. We can help you decide which option is best for your situation.
Dying without a will in California means dying "intestate." The state decides who gets your assets based on intestacy laws—not your personal wishes.
A judge will determine who raises your minor children, which may not be your choice. This can lead to family disputes and uncertainty for your kids.
Your assets go to relatives based on statutory formulas, not your wishes. Distant relatives you've never met may inherit instead of close friends.
Domestic partners and unmarried companions receive nothing under intestacy laws, regardless of your relationship length or commitment.
Without clear instructions, family members often dispute who should get what, leading to expensive legal battles and broken relationships.
Family heirlooms, sentimental items, and charitable gifts can't be made. Everything is divided according to legal formulas, not meaning or sentiment.
Intestate estates often take longer and cost more to settle through probate court, delaying distribution to your heirs.
A properly executed will ensures your wishes are followed, your children are protected, and your legacy is preserved.
Create Your Will NowYour questions about will preparation answered
Take control of your estate and protect your loved ones. Let us help you create a comprehensive will that reflects your wishes and provides peace of mind.
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