The purpose of an estate plan is to facilitate the management and distribution of your assets upon your death or incapacity.

While the number of people creating estate plans has gone up, there are still a significant number of us who have not even started to plan. Considering the cost and heartache of probate in California, it is unfortunate that so many of us have not created an estate plan. Especially since probate is rather simple to avoid. 

Most people do not plan to fail, they simply fail to plan. Some feel they do not own anything of value that would require a plan, some feel they are too young, and some feel the area of law is too vast and they do not know where to start. There seem to be many reasons why people do not consider creating a plan. However, the most common reason is people simply never get around to doing it. 

"I have always wanted to set up an estate plan...
I have just never got around to doing it...."

An estate plan is a comprehensive plan that utilizes multiple documents to protect you on multiple levels. There are many estate planning tools available to address a client's needs. It is important that your plan is specific to you and your family's needs. The four (4) most common tools used in estate planning today include but are not limited to

  • Living Trusts

  • Wills

  • Durable Power of Attorney

  • Advance Health Care Directive

“People do not plan to fail, they simply fail to plan.”
— S. Randoloph

OUR MISSION

Unlike so many estate planning firms out there today and do-it-yourself legal websites placing people into pre-drafted trusts, here at LDB Legal we are dedicated to creating plans that are tailored to our client's specific needs by addressing not only their wishes but also their concerns.