Good intentions aren’t the same as clear direction.
Estate planning is how you stay involved, even when you can’t be. When decisions still need to be made, people look for direction — and without it, uncertainty can quickly create tension. Setting that direction now reduces second-guessing, limits room for conflict, and makes it clear how you want things handled. Clarity matters most when emotions and money intersect.
A milestone or transition, such as a marriage, divorce, death, a new child, a move, an inheritance, or retirement, made it clear that your old plan no longer fits your life.
You want to make a clear plan to reduce stress and spare your family confusion later, especially if there’s potential conflict in a blended family or situations with delicate relationships.
You put a plan in place years ago, but you’re no longer sure it would work the way you intended, and you want to protect your family as your life changes and as laws do too.
No checklist of assets, no legal jargon-heavy speeches, and no pressure to make decisions on the spot. Our role is to help you understand what actually needs attention, take the lead where it adds value, and keep you in control of the decisions throughout. You don’t need to have everything figured out — just a willingness to talk it through and decide what comes next.
Golden Oaks Law Group meets you where you are, offering three levels of estate plans designed around your unique situation and goals. Whether you’re single or married, focused on your career or running a business, early in life or enjoying retirement, we’ll help you choose the plan that fits you best.
We tailor our plans to our clients’ unique needs so our prices vary.
Foundation Plan | Legacy Plan | Elite Plan | |
|---|---|---|---|
Revocable Living Trust | |||
Pour-Over Will(s) | |||
Financial Power of Attorney | |||
Advance Health Care Directive | |||
HIPAA Authorization | |||
Guardianship nominations (if applicable) | |||
Certification of Trust + trustee essentials | |||
Funding Support & Coordination | |||
Beneficiary designation review + updates (as needed) | |||
Business ownership review + funding coordination | |||
Assignments into trust (as appropriate) | |||
Recording + confirmation of completed transfers | |||
Funding tracker / inventory delivered to client | |||
Real estate deeds (up to 2) | |||
12 calls/year to ask trust questions | |||
Annual funding review (confirm ongoing alignment) | |||
Family Documentation Portal | |||
Annual Asset Review Report | |||
Annual review meeting | |||
Annual trust restatement/update (as determined in review) |
Not everyone’s ready for a one-on-one conversation right away. Our estate planning workshops are a great place to start. Come learn, listen, and ask questions — without pressure or expectations. It’s a good way to see if our approach feels right for you.
Hear from clients who’ve trusted us to bring clarity and peace of mind to their planning.
If this feels like the right time to get your affairs in order, start here.
No Cost, No Obligation
This 15-minute call is free and you have no obligation to contract our services afterwards.
Flexible Scheduling
Choose a date and time that works best for you. You can cancel or reschedule at any time.
What Happens Next?
One of our team members will call you at your scheduled time to learn more about your Estate Planning needs.
Can’t Wait? CALL NOW!
If you don’t want to schedule a time, give us a call at 909-981-6177. We’re open weekdays from 9 am to 5 pm.
It depends on the level of clarity, protection, and long-term support you want. Our plans start at $3,500 and are designed to ensure your assets are protected, properly funded, and kept up to date as life and the law change. For many clients, the real value is in the protection these plans provide—especially for more advanced strategies, long-term care planning, or avoiding costly mistakes down the road.
When your plan needs occasional updates, an hourly approach often makes sense. For more complex or ongoing changes, our maintenance program keeps everything up to date over time. We’ll walk you through both options so you can choose the level of long-term support that fits your life.
There is no cost for the initial consultation. It’s a chance for us to understand your situation, answer high-level questions, and help you create an estate plan that fits your needs.
In California, probate is generally required when assets that aren’t properly titled exceed about $208,850, which many people cross sooner than they expect. While recent law changes allow a primary residence valued up to $750,000 to qualify for a simplified transfer in some
In most cases, transferring assets into a properly structured trust does not trigger a reassessment or cause you to lose your Prop 13 protections. That said, the details matter—especially with recent changes to California property tax laws. Part of our planning process is making sure your trust is set up and funded in a way that preserves those benefits whenever possible.
Every plan includes core documents like a Living Trust, Will, Powers of Attorney, and health care directives. One key difference between a will and a trust is that a trust actually controls how assets are managed and distributed, which is why properly retitling assets into the trust is such a critical part of the process. Without that step, even a well-drafted plan may not work as intended.
It’s less about age and more about life changes. Marriage, having children, buying a home, or starting a business are the most common reasons people create or update an estate plan. If any of those apply to you, it’s usually a sign that planning sooner can prevent unnecessary stress and complications for your family. We help you assess whether now is the right time and what level of planning makes sense.
This is one of the most common concerns we help families address. Without proper planning, remarriage can unintentionally change who ultimately inherits your assets. A well-designed trust can include safeguards that protect your children’s inheritance and provide for a surviving spouse.
Yes, estate planning and business ownership often go hand in hand. While an estate plan doesn’t replace proper business structure or insurance, it can coordinate with them to help protect personal assets, clarify succession, and ensure your interests are handled the way you intend. We regularly work with business owners to align their estate plan with business operations.
