Frequently Asked Questions

How much does estate planning cost in Sacramento?

Basic estate planning (will, power of attorney, healthcare directive) typically starts at $1,500. Living trusts range from $2,500-$5,000 depending on complexity. We offer flat-fee pricing with no hidden costs. Free consultations available.

Do I need a living trust in California?

If your estate is worth over $184,500 (California’s probate threshold for 2026), a living trust helps your family avoid 12-18 months of probate court and $30,000+ in fees. Trusts also provide privacy and faster distribution to beneficiaries.

What’s the difference between a will and a trust?

A will goes through probate court (12-18 months, public record, expensive). A living trust avoids probate entirely, keeps your affairs private, and allows immediate distribution to beneficiaries. Most Sacramento families benefit from a trust.

How long does estate planning take?

Most clients complete their estate plan in 2-4 weeks from initial consultation to signed documents. Complex estates with business interests or multiple properties may take 4-6 weeks.

Do you serve Roseville and Granite Bay?

Yes. We serve all of Sacramento County, Placer County, and El Dorado County, including Sacramento, Roseville, Granite Bay, Folsom, Loomis, Rocklin, and surrounding communities.

What happens if I die without a will in California?

California intestate succession laws determine who inherits your property. This often leads to unintended outcomes, family disputes, and prolonged probate proceedings. A will or trust ensures your wishes are followed.

Can I update my trust after it’s created?

Yes. Revocable living trusts can be amended or revoked at any time during your lifetime. We recommend reviewing your trust every 3-5 years or after major life changes (marriage, divorce, children, property purchases).

What is Medi-Cal planning?

Medi-Cal planning helps seniors qualify for long-term care benefits while protecting assets for spouses and heirs. This involves strategic gifting, trusts, and timing to meet California’s eligibility requirements.

Do I need a lawyer for probate in California?

While not legally required, California probate is complex and time-consuming. Most executors hire a probate attorney to navigate court filings, creditor claims, asset distribution, and final accounting requirements.

How do I get started?

Call (866) 400-0058 or fill out our contact form to schedule a free consultation. We’ll review your situation, explain your options, and provide transparent pricing. Most consultations take 30-45 minutes.