Schedule Your Free Estate Planning Consultation
No pressure. No obligation. Just honest guidance from an attorney who’s spent 17 years protecting Sacramento-area families.
What You’ll Get In Your Free Consultation:
✓ Estate Plan Review
We’ll review your current situation—assets, family dynamics, concerns—and identify gaps in your planning.
✓ Probate Cost Analysis
See exactly what probate would cost your family and how a living trust avoids it entirely.
✓ Clear Recommendations
Plain English guidance on what you need—no legal jargon, no pressure, just honest advice.
✓ Pricing Transparency
If you decide to move forward, we’ll explain costs upfront. No surprises, no hidden fees.
Who Should Schedule a Consultation?
- Sacramento-area homeowners with property worth $500,000+ (probate threshold)
- Families with minor children who need guardian designations
- Second marriages requiring careful planning to protect current spouse AND children
- Retirees concerned about Medi-Cal, nursing home costs, or long-term care
- Business owners needing succession planning
- Anyone who created a trust years ago but never funded it (we see this constantly)
- Families with special needs children requiring supplemental needs trusts
What to Bring to Your Consultation:
Don’t worry about gathering everything—we can still have a productive conversation. But if you have these handy, bring them:
- List of your assets (home address, approximate values, account types)
- Names and ages of beneficiaries (spouse, children, grandchildren)
- Any existing estate planning documents (wills, trusts, powers of attorney)
- Questions or concerns you want addressed
Our Office Location
California Probate and Trust, PC
6957 Douglas Blvd
Granite Bay, CA 95746
Phone: (866) 400-0058
Email: dustin@cpt.law
Convenient to: Sacramento (15 min), Roseville (10 min), Folsom (20 min), Lincoln (25 min), Sun City Lincoln Hills (15 min)
Why Clients Choose Us
17 Years Serving Sacramento & Placer Counties
- Over 6,000 clients served throughout the region
- 1,000+ deeds recorded annually (we actually FUND your trust)
- 100+ trust administrations completed each year
- Millions distributed to beneficiaries without probate delays
- Hundreds of thousands saved in probate fees for local families
- 200+ five-star Google reviews
Frequently Asked Questions
Is the consultation really free?
Yes. Absolutely no charge. No obligation to hire us. We want you to make an informed decision, and that starts with understanding your options.
How long does a consultation take?
Typically 30-60 minutes, depending on the complexity of your situation and how many questions you have.
Can I bring my spouse or family members?
Please do! Estate planning affects the whole family. Bring anyone who should be part of the decision.
Do you offer virtual consultations?
Yes, if you prefer. We can meet via Zoom, phone, or in-person—whatever works best for you.
What if I already have a trust from another attorney?
We can review it! Many people have trusts that were never properly funded or need updating. We’ll give you an honest assessment.
How much does estate planning cost?
We’ll discuss pricing during the consultation based on your specific needs. Most comprehensive plans range from a few thousand dollars—far less than the $20,000-$40,000 your family would pay in probate fees.
Ready to Protect Your Family?
Call us today or send an email to schedule your free consultation.
Serving Sacramento, Roseville, Granite Bay, Folsom, Lincoln, Sun City Lincoln Hills, and all of Placer, Sacramento, and El Dorado Counties since 2009.