At Cassadas Legacy Planning, I provide comprehensive legal services and personalized counseling focused exclusively on estate planning. My practice is centered on helping individuals and families protect their assets, avoid the delays and expense of probate, and ensure their wishes are clearly documented and honored.

I prepare thoughtfully structured estate plans ranging from wills to revocable living trusts, along with the supporting documents necessary to create a complete, enforceable, and well-coordinated plan.

Our Services

At Cassadas Legacy Planning, we believe estate planning should be convenient and accessible. That's why we offer mobile estate planning services throughout San Diego, Orange, Los Angeles, and Riverside Counties.

Your initial consultation may be conducted virtually via Microsoft Teams or in person, depending on your preference and location. After your estate plan has been prepared, we can meet at your home, office, or another mutually convenient location for your document signing ceremony.

Whether you prefer the convenience of a virtual meeting or the personal touch of an in-person consultation, we are committed to providing professional, personalized service every step of the way.

Service Areas:

  • San Diego County

  • Orange County

  • Los Angeles County

  • Riverside County

  • San Bernardino County

Travel within our service area is included. Appointments outside these counties may be available upon request and may be subject to an additional travel fee.

Mobile Estate Planning Services

Revocable Living Trust Planning

A Revocable Living Trust is the cornerstone of a comprehensive estate plan. It is designed for individuals and families who want to protect their loved ones, avoid probate, maintain privacy, and ensure their affairs are managed smoothly during both life and after death.

This plan is often a good fit if:

  • You own a home or other significant assets.

  • You want to avoid the cost, delay, and public nature of probate.

  • You want your loved ones to receive assets with minimal court involvement.

  • You want a trusted person to manage your affairs if you become incapacitated.

  • You value privacy and prefer to keep your estate matters out of the public record.

  • You want greater control over how and when assets are distributed to beneficiaries.

Peace of Mind During Life and Beyond

A Revocable Living Trust provides protection not only after death, but also during your lifetime. If you become unable to manage your affairs, your chosen successor trustee can step in and help manage trust assets without the need for a costly court conservatorship.

Upon your passing, trust assets can be transferred to your beneficiaries efficiently and privately, helping reduce stress and administrative burdens for your family during a difficult time.

What's Included

Your Trust-Based Estate Plan includes:

  • Revocable Living Trust

  • Pour-Over Will

  • Durable Financial Power of Attorney

  • Advance Health Care Directive

  • HIPAA Authorization (if included as a separate document)

  • Protective trust provisions for children and beneficiaries

  • Certificate of Trust

  • Bill of Transfer (Assignment of Personal Property)

  • One-Time Transfer Deed for Your Primary Residence (when applicable)

Trust Funding Guidance

A trust is only effective if assets are properly transferred into it. We will provide guidance and instructions to help you complete the trust funding process so your plan works as intended.

Why Choose a Revocable Living Trust?

For many California families, a Revocable Living Trust provides the highest level of probate avoidance, privacy, incapacity planning, and asset protection for loved ones. It offers confidence that your wishes will be carried out efficiently while minimizing court involvement and unnecessary expenses.

Flat-Fee Investment

$1,500 – $2,000

Pricing is based on a simple estate plan, which generally includes estates valued at $2 million or less for U.S. citizens with straightforward estate planning needs. Additional fees may apply for more complex planning, including taxable estates, business ownership, blended families, special needs planning, non-U.S. citizens, or other unique circumstances. We are happy to provide a customized quote during your consultation.

Will-Based Planning

A Will-Based Estate Plan can be an excellent option for individuals and families seeking essential legal protections without the complexity of a comprehensive trust-based plan.

This approach is often a good fit if:

  • You have a relatively straightforward estate and planning goals.

  • You own limited real estate or have modest assets.

  • You are comfortable with your estate being administered through the probate process.

  • Your primary concern is ensuring your children are cared for by the people you trust.

  • You want a practical and cost-effective estate planning solution.

What's Included

Your Will-Based Estate Plan includes:

  • Last Will and Testament

  • Guardianship Nominations for Minor Children (if applicable)

  • Durable Financial Power of Attorney

  • Advance Health Care Directive

  • HIPAA Authorization (if included as a separate document)

  • Protective provisions for minor children and beneficiaries

Built-In Protection for Your Loved Ones

Many people are surprised to learn that a will can create protective trusts that become effective after your death. Rather than distributing an inheritance outright, these trusts can help protect children and other beneficiaries by allowing assets to be managed by a trusted individual until the time and under the conditions you specify.

Why Choose a Will-Based Plan?

A Will-Based Estate Plan provides the essential legal foundation for protecting your loved ones. It allows you to determine who inherits your assets, nominate guardians for minor children, appoint trusted individuals to manage your estate, and create protective trusts for beneficiaries when appropriate. Although a will generally does not avoid probate in California, it remains an effective and affordable planning option for many individuals and families.

Flat-Fee Investment

$500 – $750

Fees vary depending on your family circumstances, planning goals, and the complexity of your estate.

Additional Estate Planning Services

Every family has unique circumstances, and some planning needs extend beyond a traditional will or revocable living trust. We offer a variety of additional services that can be added to your estate plan to provide enhanced protection, flexibility, and peace of mind.

Services may include:

  • Firearm Transfer Planning and California-compliant firearm inheritance documents

  • Trust Amendments and Restatements

  • Deed Preparation and Real Property Transfers

  • Beneficiary Designation Reviews

  • Business Succession Planning

  • Special Needs Planning

  • Standalone Retirement Trusts

  • Irrevocable Life Insurance Trusts (ILITs)

  • Asset Protection Strategies

  • Charitable Giving and Legacy Planning

  • Other customized estate planning solutions

Flat-Fee Pricing: Determined based on the scope and complexity of the services requested.