Estate Planning Attorney

California Probate and Trust, PC empowers seniors with strategic estate plans

Empower Yourself with an Estate Plan

There is a myth that estate planning is uncomfortable or depressing, but it’s actually empowering. After meeting with Estate planning attorney R. Dustin MacFarlane and the team at California Probate and Trust, PC, you’ll realize that estate planning allows you to control your future while protecting the people you love. Your estate attorney will help you clarify roles, distribute assets, and limit taxes. The attorney can also help you get a plan in place if you become incapacitated. 


From a young age, R. Dustin MacFarlane realized that senior citizen law was his calling, and he’s devoted his career to helping others. Let him help you with your estate plan, so you can enjoy your golden years.

Estate Planning Checklist for California Seniors

California Probate and Trust, PC customizes your California estate plan based on your situation. Regardless of your situation, you need to:

  • Choose a healthcare agent and define medical directives. 
  • Appoint a financial agent to act on your behalf if you become incapacitated.
  • Create an itemized list of your estate’s assets.
  • Name your estate’s beneficiaries. 
  • Determine how to distribute your estate.

Free Consultation with an Estate Planning Attorney

We welcome your questions and want to understand your situation and goals to help you move forward and achieve the peace of mind that comes with having everything done properly and efficiently. Since time is often critical to ensure the best result, contact us to schedule a free, confidential consultation.

California Estate Planning Lawyer | (916) 963-9968 Probate Lawyer


  1. Free Consultation – Find out how the probate attorneys at California Probate and Trust, PC can help you with your probate administration during your free consultation.
  2. Quick-Start No Money Down – Get started now, with no money out of pocket. The faster you start, the faster you will reach the end. And it won’t cost you a dime to get the ball rolling!
  3. Flat-Fee Billing – Call, email, or visit as much as you want without paying more with flat-fee court-approved legal fees. No hourly bills; no surprises.
  4. 100% Satisfaction Guarantee – California Probate and Trust, PC is confident that you’ll be pleased with our legal services. In fact, we are so confident that you will have a great experience that if you are dissatisfied, we will refund your money and will donate $100 to the charity of your choice.
  5. Electronic Document Storage – We will provide free 12-month access to our online document storage.
  6. VIP Administrative Assistant -  We are here to serve you. If you need copies or scans, let us know. If you need legal documents emailed to a title company or insurance agent, we are here to help. Just ask. And the best part - it’s FREE!
  7. Empathetic and Knowledgeable – Our team is passionate about helping Californians by providing compassionate legal counsel to guide them through life’s most difficult situations.
  8. Trust Credit– After you complete the Probate process, you’ll know firsthand that the process is not worth repeating. CPT will give you a $1,500 credit toward your own personal estate plan. Probate is too much work to expect your spouse or your children to repeat the process.
  9. Family Legacy Strategy Sessions – Save time and money with a 60-minute Family Legacy Strategy Session. During this session, you can talk with an estate planning attorney about your goals and your estate planning options.
  10. Free Calls for Life – Our team is always here to support and serve our clients. We answer calls, return messages and emails, and ensure to that you can get the answers that you need. This free service is part of the over-the-top service you deserve.

Real Clients, Real Reviews

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What will happen if you become incapacitated and can no longer make decisions? Someone will have to step in and make decisions for you. It might be your spouse, but what if he or she is also incapacitated or there is another legal issue? Without an estate plan, the government can take over. Fortunately, an estate attorney can ensure that won’t happen. Your attorney can create a healthcare directive and power of attorney, so you can choose who will be in charge if you’re incapacitated. These documents will even give you control over how the decisions are made. You want to live and die with dignity, and that’s possible with help from an estate lawyer.


Are you looking for an “estate planning attorney near me” to create a will or trust, but you aren’t sure which is the right choice? Your estate lawyer will help you determine which document allows you to reach your goals. First, you must understand the qualities of each. Wills determine how property is distributed after death. They must go through probate and can be contested. A living trust is private and doesn’t go through probate. The document can go into effect when the creator becomes incapacitated, and it is also used to distribute property upon death. Due to the complexity of both documents, you should consult with an estate planning attorney before choosing one.


If you pass away without a will or trust, the court will distribute your property based on the Laws of Intestacy Succession. The law determines the order your assets are distributed to your descendants. If the court is unable to locate any surviving relatives, the property will be transferred to the state of California. Instead of leaving it up to the courts, you can take control of your estate with help from an attorney. Your California estate planning attorney will ensure that your property is distributed based on your wishes.


Probate is long, stressful, and expensive. Probate lasts around a year, even if no one contests the validity of the will. If there are legal challenges, the process can take longer, and your descendants won’t receive the property until it’s over. An estate lawyer from California Probate and Trust, PC can go over options to avoid probate. Options include gifting your assets, creating a living trust, or owning joint property.

Our Law Office is conveniently located at 9701 Fair Oaks Boulevard, Fair Oaks, California 95628, US