Whether you’re planning for the future or updating an existing plan, our wills and trusts services are designed for individuals and families in Upland, CA who want clarity, control, and peace of mind. We help you protect your legacy, avoid probate where possible, and ensure your wishes are clearly documented and legally sound.
Wills and trusts are the foundation of any effective estate plan. We’ll help you choose the right tools to match your goals and simplify the legal process for your loved ones.
Direct how your assets are distributed
Avoid probate and maintain control
Protect assets from creditors or taxes
Support loved ones with disabilities
Keep your plan current
Ensure all assets are captured in your trust
Align your accounts with your estate plan
Without a will or trust in place, your estate may be handled by the court, not according to your wishes. These tools allow you to make intentional decisions about your legacy, avoid unnecessary legal complications, and protect the people who matter most. It’s about taking control before someone else has to.
In Upland, many families hold real estate or own businesses that require careful planning to avoid probate and reduce potential tax burdens. California’s changing laws, such as Proposition 19 and community property rules, can significantly impact your estate plan. We develop strategies that align with your personal goals and the legal landscape in San Bernardino County.
The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters and electronic mail. Contacting us does not create an attorney-client relationship. Please do not send any confidential information to us until such time as an attorney-client relationship has been established. Prior results do not guarantee a similar outcome.
