Estate Planning
Customized estate plans may include revocable living trusts, wills, powers of attorney, advance health care directives, deeds, and related documents designed around your family, assets, and goals.
Services
Legal Services Designed Around You
Stewart Legal, P.C. helps California families plan ahead, administer a trust after a death, and navigate probate when court involvement is required. Our work is organized around three core services.
Trust Administration
Guidance for trustees after a death, including understanding the trust, notifying beneficiaries, gathering and valuing assets, paying valid expenses, and distributing property correctly.
Probate Representation
Legal representation for personal representatives and families when an estate must go through California probate court, from opening the case through administration and final distribution.
Attention To Every Detail
Our estate planning services reflect attention to every detail, ensuring accuracy, compliance, and complete protection of your family’s legacy.
Every Client is Unique
Each family has different needs, goals, and circumstances requiring a personalized approach to estate planning.
Core Estate Documents
We typically create a Revocable Living Trust, Pour-Over Will, Advance Health Care Directive, and Power of Attorney.
Specialized Solutions
Some clients require Special Needs Trusts, Irrevocable Trusts, or customized structures for their unique situations.
Personalized Consultation
After meeting with you, we carefully design a customized estate plan perfectly suited to your needs.