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Estate Planning

Protecting your family and your wishes for the future.

Estate Planning Attorneys in Temecula

Necessary to ensure your assets are distributed as you want and your wishes are carried out in the event of your passing or incapacitation.


A friend/family member’s death is a difficult time. A person’s financial affairs need to be completed upon death, sometimes through a court process called probate.

Medi-Cal Benefits Planning

There is a lot of bad information out there when it comes to paying for nursing home care. Strategic planning to qualify for needed Medi-Cal benefits is available to preserve the family assets.

Trust Administration

Trust administration is the process of managing and distributing the assets of a trust according to the terms of the trust document.

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      Ready to Avoid Probate?
      Here’s How…

      Begin by watching our Estate Planning Workshop

      This recorded workshop is available for download 24/7 and will help you understand the basics of Estate Planning from the comfort of your home!  It will likely answer many of your questions, but feel free to contact us directly if you’d prefer to set an appointment.

      Topics include:

      • Wills and Trusts
      • Probate
      • Powers of Attorney
      • Advanced Medical Directives

      Register below for instant access!

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