Our Estate Planning Services

We’re a team of experts who craft California Estate Plans that protect your assets and reflect your wishes.

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One of California’s largest and most prestigious firms.

Vanguard Legal Group is a California law Corporation licensed with the State Bar of California.

We are a leader in preparing California Estate Plans, with offices in 51 cities throughout the State. We have over 27,000 clients who depend on us to protect everything they’ve worked hard for.

What's Included

The Complete Trust Package

At Vanguard Legal Group, our team of experienced attorneys want you and your heirs to be well protected. All our Trusts are part of a Complete Trust Package. Read more to understand what’s included in each of our Trust packages.

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​

Vanguard Legal Group can professionally manage and distribute assets, or advise and support existing Trustees in fulfilling their duties with confidence.

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Power of Attorney

Stay in control by legally appointing trusted agents to manage your finances, assets, and healthcare decisions if you become unable to do so.

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Probate Services

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.

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Heggstad Petitions

Vanguard Legal Group assists with Heggstad Petitions, helping clients legally establish that a decedent intended to include an asset or assets in their 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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Special Needs Trusts

We help establish Special Needs Trusts to provide financial support for individuals with disabilities while preserving their eligibility for essential benefits.

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Irrevocable Trusts

We create Irrevocable Trusts, where clients relinquish control and ownership of assets placed in their Trust in exchange for
enhanced protection and benefits.

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Probate Services

Probate in California is a legal process for all estates valued over $184,500 when the property or assets are not in Trust.

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Property Deed Services

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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Estate Planning Checklist

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How can we help you?

Whether you’re a new or an existing client, our dedicated Client Services team is ready to assist you!

Please use the form to share more about your specific needs.

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Get Expert Estate Planning Support.

Starting fresh, updating your plan, or need assistance? We’re here to help!

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