Planning Ahead
Some decisions are too important to leave unspoken.
Planning ahead gives you a way to put your vital healthcare, financial, and personal decisions in writing while the choices are completely yours to make. Taking these steps today protects your wishes and spares your loved ones from stressful guesswork later.
Three Important Planning Documents
Learn how these three California planning documents help you put your wishes in writing and give the people you trust clear direction.
California Statutory Will
Make your wishes for your loved ones known.
Use California's standardized will form, when appropriate for your circumstances, to identify beneficiaries, name an executor, and nominate guardians for minor children.
Leave written instructions for important decisions about your estate and family.
Financial Power of Attorney
Keep important financial responsibilities in trusted hands.
Authorize someone you choose to handle specified financial matters, including banking, bills, taxes, and property, when their authority becomes effective.
Help ensure essential financial responsibilities can be handled when you need assistance.
Advance Health Care Directive
Your healthcare wishes, in your own words.
Name someone you trust to make healthcare decisions if you cannot, and document your preferences for medical treatment and end-of-life care.
Give your loved ones and healthcare providers clearer direction when important decisions arise.
BRONZE — $395
Advance Health Care Directive
Choose Your Planning Package
Select the documents you want prepared together. Each package includes professional preparation, review, and guidance through the completion process.
SILVER — $695
Advance Health Care Directive
Financial Power of Attorney
GOLD — $995
Advance Health Care Directive
Financial Power of Attorney
California Statutory Will
GET STARTED WITH YOUR PLANNING PACKAGE
Ready to begin? Choose the Planning Ahead package you want to complete and send your request. We’ll follow up with the intake for your selected documents.
When contacting us, simply mention whether you're interested in Bronze, Silver, or Gold.
Prefer to complete your intake by email or in person? Let us know when you contact us.