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Estate Planning Law Firm in Sacramento
Safeguarding Your Legacy, Ensuring Your Tomorrow!

Are you wrestling with uncertainties about the destiny of your hard-earned assets? Are you concerned about the welfare of your loved ones when you’re no longer able to make vital decisions? How can you fortify your wealth and ensure financial stability over time?

At CPT Law in Sacramento, California, we know the weight of these estate planning questions. Our mission is to provide not just advice but a steadfast partnership. We are here to guide you via this crucial journey with unwavering support.

Tailored Sacramento Estate Planning Solutions

Every person has a unique life narrative, so each estate plan should be a customized reflection of your specific needs and dreams. Our seasoned Sacramento estate planning attorneys specialize in tailoring personalized solutions to address your concerns.

With a wealth of experience exceeding 15 years, we are dedicated to delivering expertise and a steadfast commitment to safeguard your assets and ensure your family’s enduring security.

Our Best Tools For Sacramento Estate Planning

A robust estate plan relies on a diverse toolkit of legal instruments to safeguard your interests. In Sacramento, our estate planning services encompass:

Last Will And Testament

Your ancestors spent their lives working hard, ensuring a better life for their descendants. And at the end, their last will decides who gets their assets. At CPT Law, we have this tool to sculpt the destiny of your assets, ensuring your wishes persist and can be adjusted as life unfolds.

Revocable Living Trust

Revocable Living Trust serves as a dynamic foundation and prioritizes flexibility and control. It allows you to dictate and adapt the distribution of your assets throughout your lifetime. This tool eases the inheritance process for your family when properly funded and administered.

Power of Attorney

Power of Attorney allows a designated individual to navigate and manage your affairs during unforeseen incapacitation. When trust isn’t part of your plan, CPT law ensures you manage your affairs well during incapacity, maintaining capable hands in charge.

Healthcare Directive

The Healthcare Directive empowers you to articulate your preferences for making critical medical decisions. This document maps out end-of-life medical care for you and your loved ones. Using this tool, we guarantee your wishes are legally documented and honored.


Safeguard Your Legacy with CPT Law In Sacramento!

Your assets and loved ones are invaluable—we take their protection to heart. Allow us to assist you in sculpting the legacy you wish to leave behind and ensuring your family’s well-being. 

Contact our Sacramento estate planning experts at CPT Law today. Rely on our unique expertise and unwavering dedication to expertly guide you through the estate planning tapestry.

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How We Help Clients Protect Their Assets

As our name states, we help high net worth clients with planning and protecting their wealth legally. Every situation is different, and our approach is completely personalized and customized to your unique situation and goals for today and the future, for you and your family. We do this through a variety of ways:

  • Trust and Entity Creation Strategies
  • Medicaid Asset Protection Trusts (MAPT)
  • Advanced Estate Planning Strategies
  • Healthcare Planning
  • Long Term Care Planning
  • Tax Minimization Strategies
  • And More

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How We Help Clients Protect Their Assets

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Actual Words Clients Have Used To Describe Us & Their Experience:

“an invaluable asset to our community”, “professional, practical, proficient and personable”, “really listen to you, for what you need and want”, “they are athletes of their field”, “my experience with them has been exceptional”, “professional, fast, thorough, charming and personable”, “explained all the legal language in a way we could understand”, “they go above and beyond expectations”, “we came away with a very concise picture of what was in our trust”, “everyone in their office was wonderful and very professional”, “alleviated alot of uncertainty and allowed me to focus on my family”, “trust, confidence and friendly”, “friendly, considerate and professional”, “very responsive and willing to go the extra mile”, “I was very impressed with the time and attention to detail”, “handled my family’s situation with the utmost professionalism and sensitivity”, “extremely knowledgeable regarding the steps we needed to take to protect ourselves and our mothers assets”

If these things are what you are looking for in a Law Firm then contact us by calling (916) 354-6577 or complete the form on the right, to see if we are right for your situation and how we can help you achieve your goals.

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Our Location

Our office is in Fair Oaks though we help individuals and families all over California. We can also do consultations over the phone, virtually or in-person. Wherever you are located, we can help you.

What To Do Next

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 now by calling (916) 354-6577 or complete the Form on this page above to schedule a consultation. All information is confidential.

Legal Disclaimers

Your use of this website or receipt of information posted on this website does NOT create an attorney-client relationship between you and the Law Offices of California Probate and Trust, PC. Contacting the Law Offices of California Probate and Trust, PC or one of its attorneys through this site's online contact forms or any phone numbers listed on this website also does NOT create an attorney-client relationship with the Law Offices of California Probate and Trust, PC.

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Why Choose California Probate and Trust, PC?

1 Free Consultation

Find out how our attorneys can help you create your estate plan (wills, trusts, power of attorney, Advanced Medical Directives) during your free consultation.

2 Flat-Fee Billing

No hourly bills; no surprises. Simple and easy-to-understand estate planning services.

3 100% Satisfaction Guarantee

We are so confident that you will have a great experience that if you are dissatisfied, we will refund your money and donate $100 to the charity of your choice.

4 Electronic Document Storage

We will provide free 12-month access to our online document storage.

5 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!

6 Empathetic and Knowledgeable

Our team is passionate about helping Californians by providing compassionate legal counsel to guide them through life’s most difficult situations.

7 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.

8 Free Calls for Life

Our team is always here to support and serve our clients. We answer calls, return messages and emails, and ensure you get the answers you need. This free service is part of the over-the-top service you deserve

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Choose Who Will Make Your Decisions

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.

Do You Need A Will Or Trust?

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.

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What Happens If You Don’t Have An Estate Plan?

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.

Avoid Probate With An Estate Plan

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.

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