- About Us
- Practice Areas
- Breach of Fiduciary Duty
- Trust Accounting
- Trust Administration
- Trust Contest
- Trust Disputes
- Trust Petitions
- Trustee, Removal, Suspension, & Resignation
- Undue Influence Claims
- Breach of Fiduciary Duty
- Estate & Probate Administration
- Inheritance Disputes
- Will Contests
- Financial Elder Abuse
- Conservatorships
- Estate Planning
- Resources
- Attorneys
- Results
- Careers
Estate Planning
Expert Estate Planning in California Secure Your Family’s Future & Protect Your Legacy
Planning ahead isn’t just smart—it’s one of the most meaningful things you can do for the people you love.
At Burrey Law Group, we help individuals and families create estate plans that reflect their values, reduce future stress, and protect what matters most. Whether you’re building a legacy, navigating a life change, or simply trying to avoid probate, we offer personalized legal guidance you can trust.
Estate planning isn’t just for the wealthy. It’s for anyone who wants to make decisions on their own terms—before someone else has to make them for them.
What Is Estate Planning?
Estate planning is the process of creating legal documents that protect your assets, outline your wishes, and ensure your loved ones are cared for. A well-designed estate plan can:
- Avoid the delays and costs of probate
- Ensure your property goes to the right people
- Appoint guardians for minor children
- Minimize estate taxes and legal complications
- Provide clear instructions if you become incapacitated
- Protect your privacy and preserve family harmony
At Burrey Law Group, we tailor every plan to your unique situation—whether you need a simple will or a more complex trust-based strategy.
Our Estate Planning Services
We guide clients through a wide range of estate planning tools and strategies, including:
Wills
Direct how your assets will be distributed after your death
Revocable Living Trusts
Avoid probate and manage assets privately and efficiently
Powers of Attorney
Appoint someone to manage your finances if you’re unable
Advance Health Care Directives
Make your medical wishes clear before a crisis
Guardianship Designations
Ensure your children are cared for by the right people
Trust Amendments & Updates
Keep your plan current as your life evolves
Why Estate Planning Matters—At Any Stage of Life
Many people delay estate planning because it feels overwhelming or unnecessary. But planning isn’t just for retirement or end-of-life—it’s for every season of life:
- Young professionals: Start building a foundation for financial security
- New parents: Appoint guardians and plan for your children’s future
- Homeowners: Protect real estate and reduce probate exposure
- Blended families: Avoid future misunderstandings and complications
- Business owners: Create succession strategies and asset protection plans
- Empty nesters and retirees: Ensure a smooth transfer of wealth and healthcare planning
No matter where you are in life, an estate plan brings peace of mind.
Illustrative Example
Witnessing firsthand the complexities and stress of a conservatorship battle for her mother, a client in the Bay Area understood the critical need for proactive estate planning. The absence of a will or trust left valuable property and accounts in limbo. Following a successful resolution of the conservatorship with Burrey Law Group, she entrusted us to craft a thorough estate plan, providing peace of mind that her loved ones will be protected from similar hardship.
Do I need a will or a trust?
+
-
It depends on your goals. Wills are simpler and direct your wishes, but they go through probate. Trusts avoid probate and provide more privacy and control.
How often should I update my estate plan?
+
-
We recommend reviewing your plan every 3–5 years, or after major life events (marriage, divorce, birth of a child, etc.).
What happens if I die without an estate plan?
+
-
California’s intestate succession laws will determine who inherits your assets, regardless of your wishes.
Can I make an estate plan if I have limited assets?
+
-
Yes. Even simple plans can prevent unnecessary stress and legal complications for your loved ones.
Frequently Asked Questions
Some of your burning questions have been answered.
Get in touch Let’s Plan for What Matters Most
Estate planning isn’t just a legal task—it’s an act of care. Whether you’re just getting started or need to revise an outdated plan, we’re here to make the process simple, supportive, and strategic.
Contact Burrey Law Group today to start your estate plan. We’ll help you take the next step with clarity and confidence.