Estate Planning

Estate planning is crucial for securing your family’s future. TLD Law helps with all aspects of planning, including living trusts, wills, powers of attorney, and health care directives.

What is Estate Planning?

Estate planning typically includes a living trust, pour-over wills, durable powers of attorney, and advance health care directives. It also involves creating a Schedule A listing your assets, such as real estate, bank accounts, and business interests. Our firm ensures that all deeds for your real estate are properly filed.

Living Trust

A living trust holds title to your major assets and allows you to control them during your lifetime. It avoids probate and allows your successor trustee to manage your estate after your death. Living trusts are flexible and can be customized to fit your needs.

Will & Living Trust

A pour-over will serves as a backup, transferring any assets not included in your trust. It’s also used to nominate guardians for minor children.

Power of Attorney

A power of attorney grants someone the authority to manage your financial matters if you become incapacitated. A comprehensive document ensures your agent has clear, broad powers.

Advance Health Care Directive

This document designates who will make medical decisions for you if you are unable to. It also covers burial preferences, organ donation, and other healthcare wishes.

Schedule A

Schedule A is an index that details what assets are in your trust. It’s important to update it regularly to ensure your beneficiaries can access everything you own.

High-Net-Worth Estate Planning

For individuals with net worth over $12.92 million (as of 2023), TLD Law offers specialized tax and asset planning in addition to basic estate planning documents.

Why Choose TLD Law for Estate Planning?

With over 100 years of combined experience, TLD Law specializes in estate planning and trust administration. We ensure your wishes are protected, even in the face of legal challenges.

Fees for Estate Planning

We typically offer flat-fee pricing, but fees may vary based on complexity. Our first consultation is complimentary, so contact us today for guidance on your estate planning needs.

Call (877) 923-0971 or email estateplanning@tldlaw.com to schedule your consultation.

Success Stories

At TLD Law, we provide trusted legal counsel for Southern California individuals and businesses, guiding you every step of the way.

Incredibly helpful and indispensable. I have referred so much business to this office. They helped with certifying my dad’s trust after his passing, setting up my own trust, assisting with the passing of my brother (who died without any estate planning in place), got my other brother and his wife set up with a trust, drew up the Power of Attorney and Health Care directive for my adult son, got my boyfriend set up with his trust.

Hiromi H.

TLD Law offers knowledge and expertise in a wide array of legal topics. Brian is great and I’d definitely recommend him for any legal needs. If he doesn’t know a specific legal matter he can surely get you in contact with someone who is more adept at the particular details pertaining to the issue. You really can’t go wrong with the services at TLD Law.

James A.

Emily D.

If you’re looking for a law firm that combines top-notch legal skills with outstanding client service, look no further than TLD Law. They exceeded all my expectations, and I am incredibly grateful for their help.

Earl V.

TLD Law has provided me with much guidance and really have great customer service. Honest team with a wide scope of expertise!

Miguel G.

We met with Monica Goel for Estate Planning. She was very attentive,detail- oriented and answered all our questions and concerns. She was very friendly and professional. My husband and I were very pleased with the process.I highly recommend her.