Estate Planning for Palm Springs Couples and Families
Make sure the person you love is protected. Flat fee, no surprises.
Palm Springs draws a particular crowd. Retirees, couples, longtime partners, and people who keep a place here and another one somewhere else. What most of them have in common is one worry: making sure the person they love is taken care of, no matter what. A flat-fee estate plan handles that, and we tell you the full cost before we begin.
Protecting the person you love
If you're married, unmarried, or partnered, the law does not treat those the same way. Without a plan, an unmarried partner can be left with no legal right to your home or your accounts, even after decades together. The people you'd want deciding your care may not be the ones the state picks. A plan fixes that, in writing, the way you want it.
Why a will alone often isn't enough
A will still goes through probate, which is public, slow, and costs your family money. A living trust keeps things private and skips the court entirely. For a couple with a home here and assets elsewhere, a trust also keeps everything under one clear set of instructions instead of scattered accounts and guesswork.
Your Palm Springs 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.
Our flat-fee process
We meet, we design your plan, we review it with you line by line, and we handle signing. About four weeks start to finish, much of it online if that suits you. One flat fee, agreed up front.
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.
Sit down with a Palm Springs 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.