If you thought an Estate Plan was only for the wealthy, you were wrong. But, don’t worry, you’re not alone.
… even if you only own a home and a few thousand dollars in the bank you too can benefit from having an Estate Plan.
We have put together this Exclusive Offer to help your entire family plan for the future. The last thing you want is for your family to go through the painful year-long Probate process where it can not only drain them emotionally but also their bank accounts.
Here at California Probate and Trust, we’ve put all of our combined 75+ years of experience into a step-by-step system that feels more like a coffee chat than a court filing (We have an amazing coffee maker by the way)
We kick off with a Free, Friendly Consultation to learn what matters most—your home, your business, your kids’ future.
No jargon, no surprises: just a simple roadmap tailored to your situation.
Living Trusts, Pour‑Over Wills, Advance Healthcare Directives, Durable Power of Attorney — we build exactly what you need.
We’ll explain ever draft in plain English, so you’re never left guessing what you signed.
We guide you through transferring assets into your trust, updating deeds, and completing all filings.
Ongoing support: life changes, and so should your plan.
Annual check‑ins and easy updates keep your legacy bulletproof.
Now you can finally stop searching for "estate planning attorney near me" because we're your solution to your estate problems
You’ve always protected your children—now empower them to protect their own families with a comprehensive, easy-to-follow estate plan.
Here’s how it works:
When you purchase your plan at full price, each of your children instantly unlocks 50% off their own estate plan.
They qualify if they:
Are California residents
Own a home (even if it’s still under mortgage)
With us, their is no hourly rates, no surprises. You’ll know exactly what you’ll pay up front.
Protect their future today—and yours. This limited‑time promotion won’t last, so contact us now to lock in your savings and secure peace of mind for the whole family.
Unlike many law firms in the Sacramento area, we don’t just dabble in Estate Planning. We are exclusive estate planning attorneys.
You wouldn’t trust your primary physician to handle your heart problem, you’d want a cardiologist. So why trust a law firm that does Estate Planning on the side.
At California Probate and Trust, all of our attorneys have gone the extra step and taken rigorous exams to specialize in all things estate planning to help you and your family navigate the complex estate laws with ease.
Each year we work with more than 500+ families across the entire greater Sacramento area, so we know exactly how to navigate the Sacramento County & Placer County courts with expertise.
Imagine what happens if you don’t have a plan: the state swoops in and divvies up your home, investments, business interests, and personal keepsakes according to its own rulebook—not yours.
That means your family could face a slow, expensive, and very public court process, dealing with fees, delays, and having no say in how your things get split up.
Now picture having a solid estate plan in place. You call the shots on who gets what, keep everything private, and spare your loved ones the stress of probate.
You can also use trusts and smart gifting to shrink estate and gift taxes, name guardians for your kids, pick someone you trust to manage your affairs if you can’t, and earmark gifts for charities or future generations.
Working with an estate planning pro makes sure every document lines up with your wishes—and gives you the comfort of knowing your family will be cared for and your legacy will live on just the way you intended.
You’ve probably heard the saying “you get what you pay for,” and it really rings true when you’re choosing an estate planning lawyer.
Laws change, tax rules shift, and small missteps today can balloon into big headaches for your family later on. An attorney who lives and breathes estate planning can spot those tricky issues early, tailor a plan that keeps costs and delays to a minimum, and tweak it over time as your life—or the law—evolves.
That’s exactly what we do at California Probate and Trust. We focus solely on estate planning, helping more than 500 families every year put their minds at ease. Between us, we’ve got 75 years of hands‑on experience crafting wills, trusts, and everything in between.
When you work with our team, you’re tapping into deep California‑specific expertise that takes the guesswork out of protecting your legacy and makes sure your wishes are honored for generations.