Estate Planning Services for Moraga, CA Residents

We serve clients throughout Moraga, as well as nearby areas including Lafayette, Orinda, Walnut Creek, and Lamorinda. Our estate planning services commonly include:

• Revocable Living Trusts
• Wills
• Powers of Attorney
• Advance Health Care Directives
• Trust updates and restatements
• Probate avoidance planning
• Guidance for trustees and beneficiaries

Every estate plan is personalized. We take the time to understand your family structure, assets, and long-term priorities.

---

Why Estate Planning Matters for Moraga Families

Estate planning is not just about passing on assets—it is about maintaining control and protecting the people you care about.

A comprehensive estate plan can help you:

• Decide who inherits your assets and when
• Avoid unnecessary California probate
• Reduce confusion, conflict, and delays for loved ones
• Appoint trusted decision-makers for financial and medical matters
• Protect children, blended families, and vulnerable beneficiaries

Without an estate plan, California law—not you—may determine these outcomes.

---

Living Trusts and Probate Avoidance in Contra Costa County

For many Moraga homeowners, a revocable living trust is the foundation of an effective estate plan. Probate in California can be time-consuming, costly, and public.

A properly drafted and properly funded living trust can help:

• Transfer assets efficiently and privately
• Reduce legal fees and court delays
• Provide structure and guidance for beneficiaries and successor trustees

Funding is critical. Even a well-written trust may not avoid probate if assets are not titled correctly. Our firm helps ensure your plan is fully implemented.

---

Estate Planning for Homeowners, Families, and Retirees in Moraga

Moraga residents often have unique planning considerations, including:

• Protecting primary residences and other real estate
• Coordinating retirement accounts and beneficiary designations
• Planning for incapacity and long-term decision-making
• Preserving wealth for children and future generations

We help align your legal documents with real-world goals, so your estate plan works when it is needed most.

---

Incapacity Planning: Powers of Attorney and Health Care Directives

A complete estate plan addresses more than what happens after death.

Financial Powers of Attorney

These documents allow someone you trust to manage financial and legal matters if you are unable to do so.

Advance Health Care Directives

These ensure your medical wishes are respected and appoint a healthcare agent to make decisions if you cannot communicate.

Incapacity planning provides clarity and protection during unexpected situations.

---

When Should You Create or Update an Estate Plan?

You should consider creating or reviewing your estate plan if you’ve experienced:

• Marriage, divorce, or remarriage
• Birth or adoption of a child or grandchild
• Purchase or sale of real estate
• Significant changes in assets or business interests
• A move to or within California
• An estate plan that is outdated or no longer reflects your wishes

Regular reviews help keep your plan effective and aligned with current law.

---

Choosing an Estate Planning Lawyer Serving Moraga, CA

When searching for an estate planning attorney serving Moraga, it is important to work with a firm that:

• Focuses on estate planning and trust work
• Explains options clearly and without unnecessary legal jargon
• Tailors the plan to your family and financial situation
• Ensures documents are properly executed and implemented

Our goal is to make the process straightforward, organized, and focused on protecting your family.

---

Schedule a Consultation – Moraga Estate Planning Lawyer

If you are looking for an estate planning lawyer serving Moraga, CA, we invite you to schedule a consultation. We help Moraga-area clients create estate plans that provide clarity, protection, and peace of mind.

Call today or request a consultation online to get started.