Estate Planning Attorney in Palm Springs
Flat-fee pricing. A simple process. No surprises.
Wills, trusts, and complete estate plans for Palm Springs families, couples, retirees, and second-home owners. A guided, flat-fee process that's mostly online, finished in about four weeks, with signing at our nearby Palm Desert office or wherever is convenient for you.
Protect your home, your partner, and your wishes
Palm Springs draws a lot of people who split the year between here and somewhere else, and plenty who bought a place in the desert and never left. That raises questions a standard form won't answer: property in two states, a trust that has to hold up in both, and unmarried partners who need their wishes spelled out clearly so the right person is protected. I build plans around how people here actually live.
Planning matters even more for unmarried and partnered couples. Without the right documents, California law may not recognize your partner's role in your health care or your estate. We make sure the people you choose are the ones who decide, not a court. Our office is a short drive away in Palm Desert and serves all of Palm Springs and the Coachella Valley.
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 the person you trust to speak for you when it matters most.
Trust Funding
We make sure your assets, including out-of-state or vacation property, are actually titled into your trust so it works when your family needs it.
Planning for Couples
Clear, coordinated documents for married and unmarried couples so your partner is protected and your wishes are honored.
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 Palm Springs and the Coachella Valley.
Ready to protect what matters most in Palm Springs?
Book a complimentary, no-pressure planning session. Flat-fee pricing and a process built around your schedule.