Rated 4.8 Stars
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.
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.
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.
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.
Create a tailored Revocable (or Living) Trust, giving you greater control and flexibility over your assets while meeting your Estate Planning goals.
We provide expert Trust Administration guidance to help ensure the smooth and legal distribution of assets in compliance with California law.
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.
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.
Whether you’ve recently purchased, refinanced, or inherited real property, we can ensure it’s properly transferred and held within your Trust.
Our Revocable Trusts meet most clients’ needs, but we also specialize in creating Irrevocable and Special Needs Trusts for more unique and complex situations.
Use the form to tell us your needs, and we’ll provide the guidance you’re looking for.
My experience with Vanguard has been excellent. Their staff and attorney were very professional and made the process extremely clear.
They answered all my questions quickly and followed up with me when necessary in a timely manner.
I am very happy with Vanguard and would highly recommend them to anyone who is looking to create their Estate Plan.
– Robin | California
Vanguard was an absolute pleasure to work with. They were patient and professional, operating with the knowledge and respect that this kind of law work requires.
You’re talking about death, worst case scenarios, etc, and they were very helpful all the way through.
I really appreciate their clear communication and the level of organization as a whole. They made the process very easy.
– Rob | California
I had a great experience with Vanguard in putting together my living trust. I have waited 20 yrs to do this and so glad I finally did it.
My experience with Vanguard was excellent and they were helpful and professional always. I highly recommend them if you are interested in a living trust.
– Liz | California
From the beginning Vanguard was excellent. Very thorough at answering all my questions.
They even contacted me a couple of months later to make sure everything was funded properly and to see if I had any other questions.
I wouldn’t hesitate to use them again or refer a friend.
– Ron | California
We diligently shopped around for help with our Living Trust. Vanguard was our fifth legal advisor, and I’m convinced we made the very best choice.
From our first contact with Vanguard to create our Living Trust, everything was smooth, professional, educational, and pleasant.
– Lydia | California
This was a very good experience for my husband and myself. The process was easy to understand even though the documents were complex.
Vanguard seems to have our best interests in mind. We would recommend this firm to anyone considering a trust for themselves.
– Suzy | California