Foundational Estate Planning for Families in Woodland Hills
What is Foundational Estate Planning?
Foundational estate planning is the core of protecting your family and your future. It includes a will, a revocable living trust, powers of attorney, and an advance healthcare directive. These legal tools ensure your wishes are carried out, your assets are passed on properly, and your loved ones are cared for if you become incapacitated.
For families in Woodland Hills,
Calabasas,
Tarzana, and throughout the West Valley, foundational planning is a critical step to avoid probate and keep control in the hands of those you trust.
Without a plan, California decides who receives your property and who raises your children. Probate can drain time and money, and it often creates added stress.
With a personalized estate plan, you can:
Avoid probate and costly delays.
Protect your minor children with named guardians.
Establish a Kids Protection Plan for added security.
Minimize family disputes by leaving clear instructions.
A complete foundational plan often includes:
Special Plans for Unique Needs
Families often have unique circumstances:
Kids Protection Plan for parents of young children.
Special Needs Trusts for families supporting a disabled loved one.
IRA Inheritance Trusts for managing retirement assets.
If you die without a plan, state law governs everything. A judge will decide who inherits and who raises your children. Families may face months—or years—of
probate, draining resources meant for your loved ones.
Free Estate Planning Guide & Checklist
Our resources help families take the next step:
What To Do When a Loved One Dies –
a free checklist for guidance in a difficult time.
Estate Planning Guide for the Sandwich Generation –
for those raising children while caring for aging parents.
Frequently Asked Questions
Do I need both a will and a trust?
Most families benefit from having both. A trust avoids probate, while a will names guardians for minor children and covers anything outside the trust.
When should I update my estate plan?
You should update your plan after major life events such as marriage, divorce, having children, or buying a home in California.
How much does estate planning cost in Woodland Hills?
Costs vary depending on the complexity of your estate. We provide clear guidance upfront so you’ll know what to expect.
Ready to Secure Your Family’s Future?
Your family deserves a plan that works when it matters most. The Estate Planning & Elder Law Firm helps families across Woodland Hills and the West Valley create personalized, lasting solutions.
Call 818-292-8160 today or schedule your free consultation.
