Estate Planning in Santa Maria, Orcutt, Lompoc, Nipomo, California


“You know what’s stupid? Dying without a will. Absolutely everyone that’s over eighteen should have a will! You NEED to dictate what would happen to your stuff when you die. Don’t leave that decision to your family or the government…” Dave Ramsey

According to the American Bar Association statistical studies show that 55% of Americans die without a will or any other estate plan in place. For those who failed to plan, the probate courts and attorneys will end up taking a significant portion of their assets as a result of the fees associated with settling the estate. This can be avoided by a small investment in an estate plan now, before it is too late.

Where do I start with estate planning?

You work hard to provide for your family and to build your estate. Make a small investment now to ensure that what you’ve worked so hard far will pass along to who YOU choose, how YOU choose.

It is a wise investment for any adult to have some type of estate plan in place.

  • For young individuals it can allow for a trusted family member or friend to make medical decisions for you in an emergency situation.
  • For young families it is especially important to have an estate plan in place that clearly states your wishes for who will care for your minor children and how they will raise them in the case of an unexpected death or incapacity for any reason.
  • For those later on in life it can ensure that your family is taken care of, and everything that you have worked so hard for over the years is passed along per your wishes.

How do I set up estate planning?

An estate plan starts with a simple will. However, a complete estate plan may require the following documents to properly ensure that your desires are accounted for.

  • Simple Will/Pourover Wills
  • Power of attorney
  • Health Care Directive/Living Will
  • Revocable Trust/Living Trust
  • Certification of Trust

Estate plans are not one-size fits all. Our goal is to ensure that you have the right plan in place for you. We start with reasonable package pricing that can be customized to fit you.

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