California Probate and Trust
Wealth Preservation Planning
Protect Your Wealth.
Preserve Your Legacy.
Stay in Control.
Comprehensive estate planning for California families with $3M+ in assets who want to preserve wealth, protect loved ones, and avoid costly mistakes.
Why Successful Families Choose CPT Law
Four principles that guide everything we do
Protect Wealth
Avoid $50,000+ probate fees, minimize estate taxes, and shield assets from creditors, lawsuits, and divorcing spouses. Preserve what you've spent a lifetime building.
Preserve Control
Decide who manages your finances, who makes healthcare decisions, and how your wealth transfers to the next generation. Your plan, your rules.
Reduce Risk
Protect against litigation, family conflict, government intervention, and costly mistakes. Comprehensive planning addresses threats from every angle.
Respect Time
Streamlined process, efficient execution, remote consultations available. Most plans complete within 6 weeks. No endless meetings or wasted time.
Questions We Help Families Answer
Complex situations require sophisticated planning
4.8 Stars | 200+ Google Reviews
Rated by Northern California families we've served
Comprehensive Wealth Protection Services
Whether protecting a young family, preparing for retirement, caring for aging parents, or preserving multi-generational wealth
Protect Your Family From Probate Court
Living Trust Planning
Keep your loved ones out of court, preserve privacy, and make life easier during a difficult time.
Learn More →Protect Yourself From Dementia, Incapacity, And Conservatorships
Incapacity Planning
Stay in control and make sure the people you trust—not the government—are making decisions when you cannot.
Learn More →Protect Your Children From Divorce, Creditors, And Lawsuits
Inheritance Protection Planning
Help ensure a lifetime of hard work remains available for the people you intended to benefit.
Learn More →Protect Young Adults From Financial Inexperience
Young Adult Planning
Help young adults build financial confidence while providing structure and protection during their transition to independence.
Learn More →Protect Aging Parents From Financial Exploitation
Caregiver Watch™ Planning
Create safeguards designed to make it significantly more difficult for caregivers, scammers, dishonest relatives, and other bad actors to gain access to a loved one's assets.
Learn More →Protect Your Assets From Long-Term Care Costs
Healthcare Asset Protection Planning
Explore legal strategies that may help preserve assets and improve options if long-term care becomes necessary.
Learn More →Protect Your Family From Property Tax Surprises
Proposition 19 Property Tax Planning
Help preserve valuable tax benefits and reduce the risk of costly reassessments.
Learn More →Protect Family Wealth From Future Generations' Mistakes
Irrevocable Trust Planning
Planning designed to help preserve wealth from creditors, divorces, lawsuits, taxes, and poor decisions.
Learn More →Protect Your Family Cabin, Ranch, Or Vacation Home From Forced Sale
Family Legacy Planning
Create a roadmap designed to keep cherished family assets in the family.
Learn More →Protect Trustees From Costly Mistakes
Trust Administration Guidance
Helping trustees navigate complex responsibilities with confidence.
Learn More →Protect Your Family From Last-Minute Emergencies
Emergency Estate Planning
Same-day and expedited planning options may be available when time is short and the stakes are high.
Learn More →Protect Children From Accidental Disinheritance
Blended Family Planning
Help balance the interests of a current spouse with children from prior relationships.
Learn More →Ready to Protect What You've Built?
Schedule a confidential consultation with a California State Bar Certified Specialist. Most plans complete within 6 weeks.