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Review Your Existing Trust or Estate Plan.

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  • Update key agents and beneficiaries as-needed.
  • Fix gaps that may cause delays or court action.
  • Protect loved ones with a plan that reflects your wishes.
Request a Plan Review

Estate Plan Reviews Matter!

An up-to-date plan protects your family, keeps your wishes clear, and avoids costly mistakes in the future.

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Protect Your Assets.

Safeguard what you’ve built and ensure it’s passed on according to your wishes.

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Tailor to Your Life.

Keep your plan aligned with life changes by reviewing and updating beneficiaries and allocations.

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Update Key Roles.

Confirm your Successor Trustee and other decision-makers are still the right fit.

Your Life Has Changed. Has Your Trust?

Gain Peace of Mind with a Professional Estate Review.

Meet with an experienced attorney about your existing Estate Plan!

Together, we’ll review your existing documents to confirm they align with your current wishes and provide protection for what matters most.

  • Consult with an Experienced Attorney.
  • Receive Clear, Actionable Guidance.
  • Flat-Fee and Transparent Pricing.
  • Leave with Confidence and Clarity.

Request your Estate Plan review today!

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A Three-Step Path to Confidence.

From our initial conversation to any final recommendations, our entire process is designed to be thorough yet stress-free.

1. Review Your Plan.

Meet with an attorney to review your existing documents, and confirm everything aligns with your current needs and wishes.

2. Update, if Desired.

If you want to make any changes to your Estate Plan, we’ll handle the paperwork and make your updates quickly and accurately.

3. Prepare Your Team.

We’ll happily host a guided conversation with you and your Successor Trustee to ensure they’re prepared for their pivotal role.

Built for California.
Designed for Your Peace of Mind.

We’re your trusted team for California Estate Planning.

We combine over 30 years of California-specific experience with a commitment to personalized service and making complex legal decisions clear and straightforward.

  • Personalized, custom-tailored Estate Plans
  • Flat-Fee Pricing: No surprises, no hidden costs
  • Lifetime support with no-cost Trust reviews for clients
Ready to Get Started?
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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

27,000+

California households served

30+

years of California-specific Estate Planning experience

ZERO.

properly funded Vanguard Trusts have gone through Probate!

We're here to help!

Review Your Current Estate Plan with Professionals.

We’ll help you confirm the efficacy of your existing Estate Plan and provide clear recommendations.

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