Planning for Life

Having a regularly reviewed and updated estate plan is an essential step in making sure your family is protected when they need it the most.   For that reason, The Chubb Law firm offers unique membership programs designed to care for our clients in a comprehensive, yet affordable way throughout all stages of their life.

Specifically, our Vista™ Membership Program offers the following benefits for Sacramento estate planning clients:

• Comprehensive estate plan review every 3 years to ensure your plan stays up to date following major life changes such as marriage, re-marriage, divorce, purchase of real-estate, sale of real estate or the birth of children.

• Information and updates based on new laws that affect your legal documentation.

• Plan and funding report mailed to your home so that you can revisit and confirm your decisions at least every three years and ensure that all assets remain titled in your trust for maximum protection (additional charge for amendments).

• Annual update reminder letter including items to consider in updating your plan.

• Our newsletter, The Chubb Report, which is packed with vital information you need to protect your family and assets.

For clients desiring a deeper level of service, our Vista™ Reserve, Vista Premier and Vista Legacy membership programs are available to meet your unique estate planning or asset protection needs. Click here to find out more.

Services

Our Practice Areas
• Foundational Planning
• Children's Protection Planning
• Special Needs Planning
• Elder Planning

3 Levels of Planning

Planning for Life

Dealing with Death

Our Practice Areas

Our goal is to provide all of our clients with peace of mind.  This peace of mind should come from knowing that they and their loved ones are well protected, and knowing that a well crafted estate plan is more than just a collection of papers.  It touches many areas of a person’s life and provides guidance and a roadmap for anticipating contingencies and handling many life transitions.  We want to provide you with the best advice possible, and realize that is not possible by being all things to all people.