2890 N. Main Street, Suite 206 • Walnut Creek, CA 94597

Estate Planning

Plan, Protect and have peace of mind with our experienced estate planning attorneys.

You have worked hard to achieve success. Now you want to make sure your assets are protected and your golden years are spent in comfort. You also want your loved ones well taken care of after you are gone. This all can be accomplished with proper Estate Planning. We dedicate ourselves to helping individuals and families from a wide range of social and economic backgrounds do just that.

Together, we will create an estate plan for you that protects your hard-earned assets and your legacy. We can also ensure your children’s inheritance is safe from creditors, predators, and even their own inability to handle an inheritance alone.

Our estate planning team has the answers when it comes to questions like:

How can I make sure those who are dependent on me are also taken care of if I become incapacitated? What can I do to make sure my family doesn’t fight after I die? How can I make the whole process as easy as I can for my loved ones?
Estate Planning Walnut Creek Header

What you need to know about Estate Planning.

Even if you already have an estate plan, chances are our experienced team can make it significantly better. After all, an outdated or inadequate plan is often worse than no plan at all.

It’s important to note that if you don’t have an estate plan, the State of California will create one for you. How? Decisions about your assets, that is, “who gets what,” will be made by the California probate court, based upon California statutes. Not surprisingly, “California’s Plan” will not focus on minimizing taxes or looking out for the best interests of you and your heirs. That’s not the State’s goal. This is our job.

Estate planning addresses other important matters as well. For example, if you become incapacitated, who will make financial and medical decisions on your behalf? If something happens to you and your spouse, who decides how your minor children will be cared and provided for? Again, the State of California has laws governing situations such as these. With an estate plan of your own, you make these decisions. You have control.

We have the experience and mastery of estate planning law to design and implement a solid plan. We help to ensure you have control over legal matters that impact your well-being and that of the people you love.

Contact us today to discuss your particular concerns, goals, and hopes for the future.

ATC-free-consult-header-v3-1
Free Resources

A plethora of estate planning tools, tips, resources, and more are right at your fingertips. Enjoy instant access to our library of blogs, podcasts, videos, e-books, and more, all developed by Kirsten and our Absolute Trust Counsel team. Get started with any one of our resources below, and if you can’t find something you need, please let us know!

Ebooks

Guidebook 1:

A Will is Not Enough – Securing Your Legacy with Estate Planning

Life can change in an instant. A will is not enough to be prepared. Get free access to our actionable guidebook and start protecting your legacy today.

Guidebook 2 :

Estate Planning – Beyond the Basics

The Essential Guide For Estate Planning Beyond the Basics. Learn how to comfortably define gray areas and assess your own unique needs to effortlessly build a secure future now.

Guidebook 5:

Interviewing Tips – What to Ask A Prospective Estate Planning Attorney

Looking for the right estate planning attorney? Let us empower you to have the final word. Get a free copy of our interview tips straight to your inbox.

Reference Guide 4:

How to Handle Firearms in an Estate

Are you an executor of an estate that includes a firearm? While they do require special consideration, it is possible to safely and legally transfer possession. Download your FREE copy of Stick to Your Guns: How to Handle Firearms in an Estate checklist to understand what the requirements are and to help get the process started. If you’re new or inexperienced with handling firearms, then you’ll definitely want to have this resource on hand.

Podcasts

ATC-podcast-v2-2-2

Absolute Trust Talk Ep. 03:
Outside Looking In – Why Professional Fiduciaries Can Be a Better Choice

ATC-podcast-v2-2-2

Absolute Trust Talk Ep. 12:
Protecting Your Creative Expression – The Nature of Copyright

ATC-podcast-v2-2-2

Absolute Trust Talk Ep. 15:
Kids in the Business: When Personal Estate Planning and Business Succession Planning Collide

ATC-podcast-v2-2-2

Absolute Trust Talk Ep. 22:
Estate Organizing 101 with Professional Estate Organizer Meg Connell

ATC-podcast-v2-2-2

Absolute Trust Talk Ep. 25:
The Exploration of Legacy Planning and Charitable Giving with Michael Crvarich of the John Muir Health Foundation

ATC-podcast-v2-2-2

Absolute Trust Talk Ep. 31:
Do You Have a Firearm In Your Estate Plan?

ATC-podcast-v2-2-2

Absolute Trust Talk Ep. 35:
Coronavirus Estate Planning

ATC-podcast-v2-2-2

Absolute Trust Talk Ep. 36:
How to Protect Against Coronavirus Scams

ATC-podcast-v2-2-2

Absolute Trust Talk Ep. 37:
Coronavirus Estate Planning Triage

ATC-podcast-v2-2-2

Absolute Trust Talk Ep. 40:
How to Avoid the Most Common Estate Planning Mistake

ATC-podcast-v2-2-2

Absolute Trust Talk Ep. 45:
California Exit Strategy: Trends, Moving Planning, and More

Videos

Coronavirus Estate Planning Triage

Coronavirus Estate Planning

Estate Planning

How to Avoid the Most Common Estate Planning Mistakes

Estate Planning Expert Kirsten Howe Interview: Greg O’Donnell Financial Hour, Money Matters

Thinking Beyond: What’s Important in My Estate Plan?

How to Protect Against Coronavirus Scams + More Tips

Blogs