An estate plan ensures your wishes are followed if something happens to you. It helps protect your family, avoid unnecessary court involvement, reduce conflict, and make things easier for your loved ones during a difficult time.

If you pass away without an estate plan, California law decides how your assets are distributed. This process can be slow, expensive, and may not reflect what you would have wanted for your family or beneficiaries.

A will outlines your wishes after death and typically goes through probate. A trust can help your assets transfer more smoothly, often avoiding probate and providing more control and privacy for your beneficiaries.

That depends on your assets, family situation, and goals. Many people benefit from a trust, but others may only need a will. Lutie reviews your situation and helps you choose the right option, without overcomplicating things.

Estate planning allows you to name guardians for minor children, control how assets are managed for them, and reduce confusion or disputes if something happens to you.

In many cases, yes. A properly drafted trust can help avoid or significantly reduce probate, saving time, legal costs, and stress for your family.

You should review your plan after major life changes, such as marriage, divorce, having children, buying property, or changes in financial or family circumstances.

Most estate plans can be completed within a few weeks, depending on complexity. Lutie focuses on making the process clear, efficient, and easy to understand from start to finish.

It helps to bring basic information about your assets, family members, and goals. If you don’t have everything, that’s okay, the consultation is designed to guide you through what’s needed.