Estate Planning Events in Sacramento

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5 Steps for Peace of Mind After a Loved One Dies

Administering an estate can feel overwhelming.

Special Needs Planning - Protecting Your New Adult

Navigating the complicated world of special needs and disability planning in order to make the best decisions and prepare for the future is challenging.

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Webinar: 5 Modern Estate Planning Tips to Protect You and Your Loved Ones

When it comes to protecting your family, your wishes, and everything you’ve worked a lifetime to build, wouldn’t you rather get it right?

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Webinar: Transferring Assets to Your Trust

Congratulations on taking a big step toward keeping control and protecting your loved ones by creating a living or revocable trust! But you are not done yet. For your trust to work the way you expect and intend you need to transfer your assets.

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Seminar: 5 Threats to You, Your Family, and Your Assets

Before you get a Will, Trust, or Estate Plan, you should know that not all plans are created equal.

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Our Services

Long Term Care

Elder Law

Special Needs Planning

Estate Planning & Trusts

Probate

Asset Protection

Medi-Cal

Veterans / VA Benefits

Associations

Free Resources

5 Ridiculous Myths About Estate Planning

5 Steps for Peace of Mind After a Loved One Dies

7 Rules for Getting Your Special Needs Child What They Need

7 Steps To Handling Your Loved One’s Estate

ABC’s of Long-Term Care and Legal Planning

California Advance Healthcare Directive

Caregiver Resource Rolodex

Get The Government To Pay For Your Long-Term Care

Grab & Go Kit

Legal Planning for Children and Young Adults with Special Needs

Legal Planning for Special Needs Children

Medi-Cal Mythbusters

Protect Your Independence Kit

Sandwich Generation Survival Kit

Seminar: 5 Threats to You, Your Family, and Your Assets

Six Major Mistakes To Avoid When Choosing An Estate Planning Attorney

Six Ways You (Or Your Lawyer) May Have Screwed Up Your Will or Trust

Special Needs Planning - Protecting Your New Adult

Uncover the VA's Best Kept Secret

Webinar: 5 Modern Estate Planning Tips to Protect You and Your Loved Ones

Webinar: Transferring Assets to Your Trust

CLIENT Story

I was absolutely without a clue as to how to begin or what I should do to establish an estate plan. I did know that I wanted someone I could trust, that was honest and I would have confidence in. I was referred to Heather by my friend who was being legally advised by Heather on another estate. She was very satisfied with her work and thought I might be happy with her service. At our consultation appointment, her presentation was very thorough. I had lots of questions, and she was easy to talk to and was able to guide me to just the kind of estate plan I needed. That was 10 years ago. Due to circumstances in my life, I have had to make changes to my plan, and I always go back to her for her legal services and guidance. I have recommended Heather before.

Gwen