Estate Planning
Estate Planning Tailored to You —
Not a One-Size-Fits-All Solution
A strong estate plan is the cornerstone of a secure financial future for you and your loved ones. At Greerty Law Group, we believe estate planning should never rely on generic templates. Instead, we work closely with each client to develop custom plans that reflect your specific needs, goals, and family circumstances—with the guidance of a trusted estate planning attorney serving Martinez, Walnut Creek, Concord, and all of Contra Costa and Alameda Counties.
Estate Planning
Comprehensive Estate Planning Services
We help clients create and update essential estate planning documents, including:
Wills
Trusts
Advance Health Care Directives
Powers of Attorney
Special Needs Planning
Long-Term Care Strategies
Greerty Law Group helps individuals and families throughout the Bay Area design estate plans that provide peace of mind, protect their legacy, and minimize future complications.
A Living Plan —
Free Review Every Three Years
Because life is always changing, we offer a complimentary review of your estate plan every three years to ensure it continues to meet your evolving needs.
What You'll Need for a California Estate Plan
A complete estate plan typically includes:
Will
Revocable Living Trust
Medical Instructions (Advance Health Care Directive)
Power of Attorney
Beneficiary Designations
Life Insurance Information
Our team will guide you through each step, ensuring no detail is overlooked.
Wills: A Must for Every Estate
Every estate plan should include a legally valid will to:
Appoint guardians for minor children
Name an executor to manage your estate
Direct how your assets should be distributed
Ensure full coverage of property not held in a trust
We draft wills that meet your specific needs and comply with California probate law.
Trusts: Avoid Probate and Maintain Control
Probate can be costly and time-consuming—up to $50,000 or more for a $1 million estate and often taking over a year. A revocable living trust can help you avoid probate, maintain control over your assets, and streamline the distribution process. We also offer advice on irrevocable trusts and other specialized strategies to meet unique planning goals.
Advance Directives & Powers of Attorney: Make Your Wishes Known
Advance directives and powers of attorney ensure that your medical and financial affairs are handled according to your wishes if you're ever unable to make decisions yourself. Without these documents, important choices may fall to courts or conflicted family members. Having a clear, legal plan in place can spare your loved ones emotional stress and uncertainty.
Why Estate Planning Matters
Protecting your loved ones
Ensuring your children’s care
Minimizing costs and delay
Avoiding probate
Planning for incapacity
Securing your retirement
Managing healthcare decisions
Preserving privacy
Estate planning ensures that your wishes are respected and your family is supported during difficult times.
Creating an estate plan offers lasting benefits, including:
Why Work with an Estate Planning Attorney?
An experienced estate planning attorney provides:
A clear assessment of your financial and family situation
Customized legal documents that reflect your wishes
Strategies to minimize taxes and protect your estate
Guidance through legal changes, family transitions, or disputes
