Comprehensive Estate Planning Services for California Residents
Protecting Your Legacy with Expert Wills, Trusts, and Probate Administration
Call us: (833) 500-2009
At CA Wills & Trusts, we are dedicated to helping Californians safeguard their assets and ensure their final wishes are honored. With offices in Irvine, Aliso Viejo, and Fresno, we provide personalized estate planning solutions tailored to meet the needs of individuals and families with estates of any size. Whether you need a will, trust, or probate administration, our certified estate planning specialists are here to guide you every step of the way.
Our Estate Planning Services
We handle every aspect of estate planning, including
Planning for the future ensures that your assets are protected, your wishes are followed, and your family is taken care of. At CA Wills and Trusts, we provide comprehensive estate planning services to help you avoid probate, reduce taxes, and make sure your loved ones don’t face legal challenges.
📝
Living Trusts & Wills
Create legally binding documents that protect your assets and ensure your wishes are carried out.
📋
Power of Attorney & Healthcare Directives
Designate trusted individuals to make financial and medical decisions on your behalf.
🏠
Property & Asset Transfers
Ensure all assets are properly titled and transferred to avoid probate.
Living Trusts & Wills
Protect your assets and ensure your wishes are followed with comprehensive estate planning documents.
We offer a full range of trust and will services:
- Trusts – Avoid probate, control your assets, and simplify inheritance.
- Irrevocable Trusts – Protect assets from creditors, lawsuits, and estate taxes.
- Dynasty Trusts with Support LLCs – Preserve generational wealth with asset protection.
- Special Needs Trusts – Ensure continued care for disabled loved ones.
- Bypass Trusts (A/B Trusts) – Reduce estate taxes for married couples.
- Spendthrift Trusts – Prevent beneficiaries from mismanaging assets.
- Charitable Trusts – Reduce taxes while supporting causes that matter to you.
- Last Will & Testament – Define your final wishes and guardianship for minor children.
- Pour-Over Wills – Ensure any assets left out of a trust are included in your estate plan.
Power of Attorney & Healthcare Directives
Ensure your wishes are followed even if you’re unable to make decisions for yourself.
Our services include:
- Financial Power of Attorney – Name a trusted person to manage finances if you’re unable to.
- Healthcare Power of Attorney – Choose someone to make medical decisions for you.
- Advance Healthcare Directive – Specify your medical treatment preferences.
- Final Disposition Instructions – Legally document burial or cremation wishes.
Property & Asset Transfers
Ensure all your assets are properly handled and transferred according to your wishes.
Our property transfer services include:
- Trust Funding – Ensure all assets are properly titled to avoid probate.
- Transfer-on-Death (TOD) Deeds – Directly pass real estate to beneficiaries.
- Property Deeds & Transfers – Ensure legal ownership of assets aligns with your estate plan.
Why Choose Us ?
25+ Years of Experience
Our team has over 25 years of experience in estate planning law.
Virtual & In-Person Appointments
Meet with us in the way that's most convenient for you.
Sliding Scale Fees
We offer sliding scale fees to accommodate all income levels.
Flat-Fee Pricing
Know exactly what you're paying with our transparent flat-fee pricing.
Probate Services
Guiding You Through the Probate Process
Probate is the legal process of settling an estate after someone passes away. It can be complicated and time-consuming, but we make it easier by preparing all required legal documents, guiding you through the process, and providing remote court hearing support from our office.
💼
Full Probate of an Estate
For estates requiring court supervision.
Includes validation of wills, handling debts, and asset distribution.
We assist executors and administrators with paperwork and legal steps
💰
Small Estate Probate
Small Estate Affidavit Preparation – Simplifies estate transfers for assets under $184,500.
Petition to Determine Succession to Real Property – Allows heirs to inherit real estate without full probate.
💍
Spousal Property Probate Petition
A faster process for a surviving spouse to claim property.
Avoids full probate when assets are community property.
🖊️
Probate of a Will
We assist in filing the will with the court, managing assets, and handling creditor claims.
⚠️
Probate for Estates Without a Will (Intestate Succession)
When there is no will, we ensure that the estate follows California inheritance laws.
Assistance with court petitions to appoint an administrator.
🕴️
Executor & Administrator Representation
We guide executors in carrying out legal duties.
We assist administrators when no will exists.
Why Work With Us ?
Simplified Process
We simplify the probate process and handle all paperwork.
Transparent Flat Fee Pricing
Flat fees so you know exactly what to expect.
Remote Court Hearing Support
We provide remote court hearing support from our office.
Convenient Virtual & In-Person Meetings
Virtual and in-person meetings for convenience.
Trust Administration
Helping Trustees Manage & Distribute Trust Assets
If you have been named a trustee, you have legal responsibilities that must be handled properly. We guide you through the process, ensuring that you follow California laws and distribute assets correctly.
🛡️
Trust Review & Guidance
We help you understand your legal duties.
💬
Beneficiary Communication
Ensuring proper notice and distributions.
💵
Accounting & Tax Compliance
Managing estate taxes and financial reporting
💼
Asset Management & Distribution
Handling transfers in accordance with the trust.
🤝
Dispute Resolution
Assisting with conflicts among beneficiaries.
Why Work With Us ?
Trustee Guidance
We provide step-by-step guidance for trustees.
California Trust Compliance
We help ensure compliance with California trust laws.
Legal Document Preparation
We prepare all required legal documents.
Virtual & In-Person Appointments
Virtual and in-person appointments are available.
Certified Estate Planning Specialists
An improperly planned estate can lead to severe consequences both during your lifetime and after your death. Without a valid estate plan, your assets may be distributed against your wishes, triggering lengthy probate, higher taxes, and potential family disputes.
During your lifetime, the lack of a proper power of attorney or healthcare directive can force your loved ones into a costly and burdensome conservatorship process if you become incapacitated.
These issues often only become apparent when it’s too late to fix them, making it crucial to ensure that your estate plan is comprehensive and correctly executed to avoid these risks and ensure your wishes are fulfilled.
Your Trusted Advisors
Our Office Locations
We love our customers, so feel free to visit during normal business hours.
Irvine Office Location
2070 Business Center Drive, Ste 140
Irvine, California 92612
Hours: Mon-Fri 9am-5pm
Closed major holidays
Aliso Viejo Office
65 Enterprise, Ste 400
Aliso Viejo, CA 92656
Hours: Mon-Fri 9am-5pm
Closed major holidays
Fresno Office Location
7171 N Millbrook Avenue
Fresno, California 93720
Hours: Mon-Fri 9am-5pm
Closed major holidays
Transparent and Affordable Pricing
Our services are offered on a flat-fee basis, with 50% due at commencement and the remaining 50% upon delivery. We also provide low-income discounts for qualifying individuals. Contact us for a free consultation to receive personalized pricing.
Ready to Secure Your Legacy?
Don’t leave your estate to chance. Contact CA Wills & Trusts today to schedule your free consultation. Let us help you create a comprehensive estate plan that protects your assets and ensures your wishes are honored.