Estate Planning Attorney in Palm Desert
Flat fee, mostly online, and built for families who split time between here and somewhere else.
Palm Desert is home base for us. Our office is on Highway 111, and most of the families we help either live here in the valley year-round or spend their winters here. A good estate plan means your home, your savings, and your wishes are handled the way you want, without leaving your family a mess to sort out in court. We do it for a flat fee, so you know the cost before we start.
Who we help in Palm Desert
Palm Desert is a mix. Young families raising kids. Retirees who sold the house up north and settled here for good. And a lot of part-year residents who split the year between the desert and somewhere else. Each of those changes what your plan should say. If you split your time between California and another state, it's worth a close look at where you're legally a resident, and whether a trust you set up years ago in another state still does what you need it to here. That's a gap we catch often.
What a complete plan actually covers
A living trust, so your estate skips probate. A will as the backstop. Powers of attorney for finances and healthcare, so someone you trust can step in if you can't. Guardian nominations if your kids are still young. And the piece most people miss, actually moving your assets into the trust so it works when the time comes.
Your Palm Desert estate plan, done right
Revocable Living Trust
Keep your home and assets out of probate, maintain privacy, and set clear terms for how everything passes to the people you choose.
Wills & Pour-Over Wills
Name guardians for minor children and provide a clear, legally sound backstop that works alongside your trust.
Powers of Attorney
Choose who manages your finances and legal affairs if you ever can't, so your family isn't left waiting on a court.
Advance Health Care Directive
Put your medical wishes in writing and name someone you trust to speak for you when it matters most.
Trust Funding
We make sure your assets are actually titled into your trust, the step many plans miss, so it works when your family needs it.
Business Succession
For Coachella Valley business owners, a clear plan for what happens to your company and its value.
How it works, start to finish
We start with a sit-down to understand your situation. Then we design the plan, review it with you so every piece makes sense, and handle the signing and witnessing at the end. Most plans are finished in about four weeks, and much of it can happen online if that's easier. If you'd rather come in, we're a few minutes away on Highway 111.
Four simple steps
Planning session
A complimentary conversation about your goals. You'll fill out a secure online questionnaire beforehand so we make the most of your time.
Design your plan
We build a plan tailored to your family and assets, with transparent flat-fee pricing from day one.
Review together
We walk through every document and answer every question until you feel completely confident.
Signing ceremony
Sign at our Palm Desert office, or we'll bring the notary to you anywhere in the Coachella Valley.
What clients say
Real reviews from families and business owners across the Coachella Valley.
Talk to a Palm Desert estate planning attorney
Book a complimentary, no-pressure planning session. Flat-fee pricing and a process built around your schedule.
Prefer to ask a question first? Contact the office.