Life Plan Creation
A Life Plan estate plan includes the legal documents needed to manage assets, provide instructions for your family, and address future planning needs.
45+ Years of Experience
Estate Planning Documents Included in a Life Plan
A Preston Life Plan includes estate planning documents that work together to address asset management, healthcare decisions, and the transfer of property.
Your Life Plan includes a living trust that provides instructions for managing and distributing assets and may help eligible assets avoid probate.
Authorizes a trusted person to manage your financial and legal affairs if you become incapacitated, ensuring nothing falls through the cracks.
Documents your medical wishes and designates a healthcare agent to make decisions on your behalf so your family never has to guess.
Assistance with transferring assets into your trust, including real estate, financial accounts, and other eligible property.
Who It’s For
Life Plan Creation Is Right For You If…
Life Plan Creation is available for individuals, families, retirees, business owners, and property owners seeking a complete estate plan.
Young Families
Establish guardianship instructions, manage assets for minor children, and create a plan for your family’s future.
Business Owners
Address business ownership, succession planning, and the transfer of business interests within your estate plan.
Real Estate Owners
Coordinate real estate holdings with your trust and establish a plan for future property transfers.
Pre-Retirees & Retirees
Plan for retirement assets, healthcare decisions, and the transfer of wealth to future generations.
Blended Families
Create clear instructions that address the needs of spouses, children, stepchildren, and other beneficiaries.
No Plan Yet
Create legal documents that outline your wishes and provide direction for your family and assets.
How We Build Your LifePlan
Watch the Webinar
Initial Planning Meeting
We learn about your family, your assets, and your goals. We design your LifePlan together.
Document Drafting
Our attorneys prepare your custom legal documents – reviewed for accuracy before you see them.
Review & Signing
Trust Funding
What Happens Without a Proper Plan
Without an estate plan, assets may be subject to probate and court oversight. This court process can become expensive, time-consuming, and completely public for loved ones already dealing with loss.
A LifePlan helps your family avoid unnecessary delays, added costs, and legal complications while making sure your wishes are carried out clearly and smoothly.
Without a LifePlan
- Probate court is public record and can take 12 to 24 months
- Attorney fees up to 4% of gross estate
- Court controls asset distribution
- No guardian designated for minor children
- Family stress and potential disputes
With a LifePlan
- Private transfer with no court involvement and no delays
- Minimal fees help preserve more assets for your family
- Your wishes are carried out exactly as intended
- The guardian you choose can care for your children
- Your family receives support instead of added burdens
Frequently Asked Questions
Do I need a trust, or is a will enough?
In California, a will by itself still requires your estate to go through probate. Probate is a public court process that can take 1 to 2 years to complete and may cost up to 4% of your gross estate in fees.
A living trust helps your assets pass directly to your loved ones without court involvement. It keeps your affairs private, avoids probate delays, and gives your family faster access to the assets they need.
For most California families, a living trust provides the strongest foundation for an estate plan.