Modern Estate Planning for Modern Families

Modern life is complicated, from blended families, and loved ones with special needs, to the need for long-term care. The "traditional" estate plan, which focuses on planning for death and avoiding taxes, just doesn't cut it anymore.

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Navigating Special Needs Planning

Special people need special planning.We understand that Public benefits are a lifeline for many people with special needs or disabilities, and an inheritance or settlement that is not properly handled can jeopardize eligibility. Let us help you navigate this journey to make sure your child is taken care of.

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The Impact of Aging and Long-Term Care for You & Your Loved Ones

Older people have unique legal needs—and we understand the importance of making wise decisions and will take the time to get to know you, your family, your financial situation, your personal needs and your concerns about the future. Our firm’s unique focus on Elder Law, including Medi-Cal Planning and VA Aid & Attendance benefits, will help you find the right legal and senior care solutions for or a loved one facing aging and long-term care issues.

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Handling a Loved One's Estate

We understand the loss of a loved one is hard, and we are here to make the process easier for you. Whether it’s walking you through probate, administering a trust, or even a conservatorship, we handle all aspects of administration during incapacity or after death.

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We Help Modern Families Navigate the Complicated Path to the Plan & Benefits Your Family Deserves

We believe in persistence, trust, and relationships. We help protect the people and things you love through caring, thorough, and ongoing wealth and legacy planning.

Elder Planning for Aging Parents
‍‍Negotiating the intricacies and pitfalls of long-term care planning, including using government benefits (Medi-Cal and Veterans Administration)

Elder Care & Planning for Aging Parents

Families With Special Needs Loved Ones
Seeking to provide protection and resources without jeopardizing eligibility for critical public benefits (SSI, Medi-Cal, etc.)

Planning for Special Needs Children

[Free Resource]

California Advance Healthcare Directive

A comprehensive healthcare directive not only spells out your preferences for medical and end-of-life care (including your wishes regarding ventilation, feeding tubes, resuscitation, nursing home care, etc.), but this document also allows you to appoint a person you trust to make decisions and communicate with doctors if you are unable.

If you don’t already have a healthcare directive created as part of your estate plan, you can download this important legal document free of charge by filling out this form below:

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Our Practice

We’re passionate about our work, and we know how important it is to develop and implement a plan that takes care of you and your loved ones in all stages of life.

Heather R. Chubb is a California-based Life Transitions Lawyer who will help you make the best legal decisions for you and your family. While traditional estate plans are designed with just financial wealth in mind, the Chubb Law Firm team helps create modern estate plans that transfer whole family wealth – a legacy that includes your financial, intellectual, spiritual and human assets.

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CLIENT Story

I totally see the difference between your service and your typical legal estate planning service. The experience you mentioned where you get this big document you don’t understand and a trust that never gets funded was EXACTLY our first experience. It cost a small fortune too. Really - it is the difference between providing a legal document and providing an estate planning service.

Susan