A well-crafted Estate Plan protects your assets, safeguards your loved ones, and minimizes stress.
An Estate Plan is a strategic arrangement of legal documents that ensure your wishes are honored, your assets are protected, and your loved ones are cared for, even when you can no longer make decisions yourself.
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.
Vanguard Legal Group can professionally manage and distribute assets, or advise and support existing Trustees in fulfilling their duties with confidence.
Stay in control by legally appointing trusted agents to manage your finances, assets, and healthcare decisions if you become unable to do so.
Receive expert legal guidance through the Probate process. We simplify the legal journey for Estates valued over $184,500 when assets are not held in a Trust.
Vanguard Legal Group assists with Heggstad Petitions, helping clients legally establish that a decedent intended to include an asset or assets in their Trust.
Whether you’ve recently purchased, refinanced, or inherited real property, we can ensure it’s properly transferred and held within your Trust.
We help establish Special Needs Trusts to provide financial support for individuals with disabilities while preserving their eligibility for essential benefits.
We create Irrevocable Trusts, where clients relinquish control and ownership of assets placed in their Trust in exchange for
enhanced protection and benefits.
Probate in California is a legal process for all estates valued over $184,500 when the property or assets are not in Trust.
Whether you’ve recently purchased or refinanced your home or inherited real property, we can ensure your property is properly held inside your Trust.
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Whether you need a Trust, Power of Attorney, or guidance on your Estate Plan, we’re here to help!
Use the form to tell us about your needs, and we’ll provide guidance you’re looking for.
