Legal life planning for families

Because your family is worth it

Wills | Trusts

Helping you prepare for life

Here at Your Property Law Firm we strive to be a different type of law practice.
Our goal is to establish a personal and professional relationship with our clients
to better serve their estate planning needs. We bring compassion and professionalism to every client and customize our support to your individual needs.

Consequences When Attorneys Don’t Listen

Many attorneys consider estate planning as a process of delivering required
documents to their clients in a likely one-time transaction. The team behind Your
Property Law Firm views the process differently. We understand that many
aspects of your life will change as time passes, and the things that were relevant
when you began your estate planning process will most likely modify as time
goes on. Here’s what I mean: the common practice of estate planning is usually
asking clients about their assets and their intentions for the distribution of those
assets. The client is then presented with a will or trust stating those intentions.
While the client does indeed receive an estate plan, the plan often proves to be a
temporary solution that is destined to fail over the course of time. This common
practice overlooks the importance of updating the documents as life progress.

We Listen

We recognize that our clients will experience life-changes over time. New assets are acquired, while some assets are sold. Marital status can change; a new baby can enter the picture; some clients will start a new business, and some may realize they need to also plan for the care of aging parents. People don’t often realize that as life changes, so does the need to have an updated estate plan. One of my mentors had to deal with the repercussions of this common practice. When she was in law school her father died, and even though her father spent $3,000 on an estate plan, his loved ones ended up in court to settle issues that changed. His estate plan was out of date and the assets were not owned properly. Because our relationship is so important, we make sure to customize each family wealth planning session for your personal needs.

Not your "traditional" Lawyers

Your Property Law Firm is right for you if you want to know that your plan will actually work when you and your loved ones need it most. If all you want is a set of legal documents, there are plenty of online resources you can use to create them.

If what you want is to know you have a plan in place that will work when your family needs it, and keep the people you love out of court, and out of conflict, and your assets out of the hands of the government, then we might be the right fit for you.

california Estate planning Attorney

Fixed Fees

We offer fixed-fees estate planning, agreed upon in advance, and no hourly billing. At our initial meeting, you will choose the level of planning and fee that works best for your family, so there will never be any surprises.

Communication

We keep you informed and make sure your plan works. We don’t just prepare a set of legal documents for you and send you on your way. We make sure your assets are owned in the right way, we make sure your kids’ well-being is properly planned for, we ensure everyone you’ve named in your plan knows what to do if anything happens to you.

Annual Reviews

We review your plan at least every 3 years and annually through our Family Wealth VIP Membership program. We foster a lifetime, ongoing relationship with our clients. Throughout your life, things change. You change; your assets change; your family changes; the law will definitely change. When planning with us, your plan will keep up with those changes.

Easy and painless

We have a whole team in place to answer your quick questions and to make the planning process incredibly easy and painless for you and your family. We have a process for helping you make sure that your assets are titled in the right way, both now and over your lifetime.

Savings

We help you get your legal and financial house in order by helping you make smart choices about things like buying insurance, saving for college, and retirement planning; so you never spend more than you have to or get taken advantage of by unscrupulous salespeople.

Child Protection Plan

We’ve been specifically trained as a Personal Family Lawyer® to plan for your life and death, and to ensure that if you have minor children, they are never raised by anyone you wouldn’t want or taken into the care of strangers. And, if your children are adults, we help you weave them into your estate plan with care and forethought that most other lawyers simply do not have the training to do.