Family First Estate Planning

Brought to you by California Estates, Wills & Trusts

Family First Estate Planning is designed for young families, new parents, and couples building a life together. We simplify estate planning with straightforward guidance, fixed-rate plans, and essential protections designed to help secure your children, home, and future-- creating peace of mind today so you can focus on building your life together, not worrying about the what-ifs.

How It Works

Pastel menu of plans offered through Family First Planning

Peace of Mind Plans

Family Foundation Package

$2000

Designed for you couples, new parents, and families beginning to build their future.

This Package Includes:

Revocable Living Trust (individual or joint)

Pour-over Wills

Durable Financial Power of Attorney

Advance Health Care Directives

HIPAA Authorizations

Temporary Guardianship Nomination for Minor Children

One Deed Transfer for Primary Residence

Basic Asset Funding Instructions

Digital Copy of Estate Planning Binder

One Complimentary Amendment Within 12 Months

Family Nest Package

$2,750

Best for families with growing wealth, multiple properties or investment accounts. Blended family considerations. Parents wanting structured inheritance planning, and more.

This Package Includes everything in the Family Foundations Plan, plus:

Children's Inheritance Protections

Staggered Distributions By Age

Asset Protection Trust Provisions for Beneficiaries

Special Needs Planning Provisions (if needed)

Trustee Incapacity Guidance

Detailed Funding Review Meeting

Up to 3 Deed Transfers

Personal Property Assignment Schedule

Coordination of Beneficiary Designations

One-year Priority Attorney Access for Updates/Questions

Legacy Starter Packages start at $3000

This is the next level of comprehensive planning for your family's future when you have a more complex Estate Plan including protection of a mature portfolio of assets and investments.