Ensure Your Wishes Are Honored.

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Benefits of a Custom Estate Plan.

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Safeguard Your Assets

A well-crafted Estate Plan helps you avoid costly Probate, can reduce taxes, and ensures your wealth is distributed precisely as intended.

You’ve worked hard to build your legacy.

Protect it.

Protect Your Loved Ones

An Estate Plan ensures your family is cared for and your wishes are honored, avoiding confusion or disputes during challenging times.

It provides clear instructions that ease the burden on your loved ones and helps them confidently navigate difficult decisions.

Ensure Clarity and Control

Take charge of your future! Make key decisions about your healthcare, finances, and legacy ahead of time.

With an Estate Plan, you maintain control over key aspects of your life despite unexpected circumstances.

Tailor to Your Needs

Every individual and family is unique, and your Estate Plan should reflect that.

You can tailor your plan to your specific circumstances, priorities, and goals, ensuring your legacy is preserved exactly as you intend.

Here's how we can help.

Tailored Estate Planning Services

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Revocable Trusts

Create a tailored Revocable (or Living) Trust, giving you greater control and flexibility over your assets while meeting your Estate Planning goals.

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Trust Administration

We provide expert Trust Administration guidance to help ensure the smooth and legal distribution of assets in compliance with California law.

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Trustee Services

As a California-licensed fiduciary, Vanguard Legal Group can serve as Successor Trustee, professionally managing and distributing assets when the Trustor is incapacitated or passes away.

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Probate Services

Receive expert legal guidance through the Probate process. We simplify this complex legal journey for Estates valued over $184,500 when assets are not held in a Trust.

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Property Deed Services

Whether you’ve recently purchased, refinanced, or inherited real property, we can ensure it’s properly transferred and held within your Trust.

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Additional Trusts

Our Revocable Trusts meet most clients’ needs, but we also specialize in creating Irrevocable and Special Needs Trusts for more unique and complex situations.

We're here to help!

Get Expert Estate Planning.

Use the form to tell us your needs, and we’ll provide the guidance you’re looking for.

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Results You Can Trust.

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27,000+

Satisfied clients

50+

convenient locations

30+

years of practice experience​

Ready to get started with your Estate Planning?

Start Your Estate Plan Today.

Whether you’re starting fresh, updating your plan, or need assistance, we’re here to help!

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