If Something Happened Tonight, Would Your Family Know What To Do?
Download the California Family Protection Checklist — 12 things to check before anything happens, written in plain English by a San Jose estate planning law firm.
★★★★★ 5.0 · 93 Google reviews · 30+ years serving California families
Get the free checklist
Sent to your email. Takes 10 seconds.
We’ll email the checklist and occasional plain-English estate planning tips. Unsubscribe anytime. We never share your information. Requesting this guide does not create an attorney-client relationship.
Most Families Think They’re Covered.
Then They Find The Gap.
These are the three most common — and most expensive — surprises we see California families walk into:
The court decides, not you
Die without a plan and California’s intestacy laws pick your heirs — and a judge picks who raises your minor children.
Probate eats the estate
Commonly 12–18 months, fully public, with statutory fees on the gross estate. On a Bay Area home that’s tens of thousands of dollars.
The old plan quietly broke
Marriage, divorce, a new child, a move, new property — any of these can make a ten-year-old will say something you no longer mean.
What’s Inside The Checklist
Three pages. No jargon. Watch it tick — then tick it yourself.
- The 6 documents every California adult should have — and what each one actually does
- The beneficiary-form trap that overrides your will (and how to catch it)
- Why a will alone usually still goes through probate — and what avoids it
- The guardian question every parent must answer in writing
- The 3-year review rule, and the life events that break old plans
- The digital-assets blind spot almost everyone misses
How It Works
Download the checklist
Free, instant, three pages. See where the gaps are.
Book a free consultation
Sit down with an attorney who explains it in plain English — no obligation.
Get a flat-fee plan
We quote the full fee before any work begins. No hourly meter, no surprises.
LEGACY GROUP, APC
A Board-Certified Estate Planning Attorney, Not A Form Website
Trust Law Legacy Group, APC helps families across San Jose and California plan with clarity: living trusts, wills, powers of attorney, health directives, trust administration, probate and asset protection.
- Board-Certified in Estate Planning, Trust & Probate Law
- LL.M in Taxation and International Law
- 30+ years protecting California legacies
- Flat fees quoted up front — before any work begins
Quick Questions
Is the checklist really free?
Yes. No credit card, no obligation. It’s the same starting framework we use in consultations.
Will someone pressure me to hire the firm?
No. You’ll get the checklist by email. If you want a consultation afterward, that’s your call — the first one is free either way.
Does downloading this make me a client?
No. The guide is general information, not legal advice, and requesting it does not create an attorney-client relationship.
What if I already have a will or trust?
Even better — use the checklist to test it. Plans written before a marriage, divorce, new child, or move often no longer say what you think they say.
Ten Seconds Now.
Peace Of Mind After.
Get the California Family Protection Checklist and see exactly where your family stands — before life makes the decision for you.
Get The Free Checklist ↑Prefer to talk? (408) 945-3950
Related planning resources
After downloading the checklist, you may want to review estate planning in San Jose, living trusts, wills, and the Family Protection Check.