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