Estate Planning For Procrastinators

Rest easy at night knowing that your loved ones will stay out of court and out of conflict when you’re gone

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The Cost of Doing Nothing

I get it, it’s easy to put off estate planning. Most people would rather do just about anything else.

But without a plan in place, you and your loved ones will be subject to California’s probate and conservatorship laws. That means:

A judge decides who’s in charge and who raises your children
Drawn-out and public court proceedings
Tens of thousands of dollars of avoidable attorney’s fees and court costs
Default rules, as opposed to your wishes
High risk of conflict between your loved ones

Don’t let all that you’ve worked for crumble because you aren’t prepared.

Hi, I’m Robert

My clients rest easy at night because they’ve got plans in place to protect their families and preserve their legacies

We loved working with Robert. I was so lost going into the process of estate planning. He walked us through everything and explained everything is terms that we understood. He is very good at breaking things down, which I really appreciate. He was patient when we had questions. I mostly appreciate that he was extremely responsive and would send us reminders (when we were not so responsible due to our busy lives). I would highly recommend him to all my friends and family.

Desiree J.

My wife and I did our estate planning with Robert and he was excellent. Personable, explained the ins and outs, responsive, detailed. We look forward to calling him again for any of our family’s needs going forward.

Pier C.

I contacted Robert Theofanis regarding a will and living trust. Neither my wife nor I had any idea of what we were asking for, but it didn’t matter. Robert took the time to explain everything to us, answer all questions, was kind and compassionate in his handling of such a delicate matter, and he laid out the entire process, including timelines. He kept his word and met every timeline, was responsive to questions, and the entire process only took a couple weeks! I’m already recommending using Robert to my friends, and now to you, too!

David M.

I’ve been in the financial services industry for over 20 years, so I’ve known and worked with quite a few estate planning attorneys. Between those in my network and others through my clients, I had quite a few to choose from. Choosing Robert was a no brainer. He’s responsive, knowledgeable, and thorough – precisely what one needs when navigating the complexities of estate law. My mind’s at ease now that I’ve created my estate, and I’m very happy I chose Robert.

Boris C.

An Investment for Your Loved Ones

At it’s most fundamental level, a comprehensive estate plan is a gift to your loved ones. If you leave an unorganized mess, they’re the ones that are going to have to clean it up.

SAVE
MONEY

Conservatorship and probate can easy cost $50,000+ in unnecessary attorney’s fees and court costs. A trust-based estate plan can save up to 80% of those estate administration expenses.

STREAMLINED
ADMINISTRATION

The administration of your estate will be a straightforward and orderly because you’ll be organized and prepared. All the relevant information will be in one place and everyone will know their role.

YOUR
WISHES

You’ll have complete control over your entire plan. No cookie-cutter templates here. You decide who’s in charge, who gets what, and how your loved ones receive their inheritance.

Price Transparency

I offer a flat-fee comprehensive estate planning package. You’ll know exactly what your plan costs–and exactly what you’ll get–before we agree to work together.

Unlike other estate planning attorneys, I don’t hem and haw before quoting a fee.

And I certainly don’t force you to come into my office for a “free consultation” before I quote you a fee and pressure you into signing a contract.

I stand by my fees and believe that I deliver exceptional value to my clients. Click the button below to review my pricing.

Click to see Robert’s pricing

It’s Time to Take Action

You’ve got a decision to make:

Is today going to be the day that you get the ball rolling and get your estate planned?

Or are you going to kick the can down the road and hope for the best?

With a plan in place, you’ll have the peace of mind of knowing that your affairs are in order, that your loved ones will be taken care of, and that your legacy will be intact.

Schedule a Planning Consultation Schedule a 15-min phone call

The choice is yours. But, remember, it’s your loved one that will be most affected.

Other Services

In addition to estate planning, I offer the following trust-and-estate services.

Probate Administration

Formal probate administrations are required when a person dies and his or her probate estate has a gross value of about $185,000 or more. In such a situation, Probate is required whether the person dies with or without a will. There are several exceptions to probate as well.

Trust Administration

Revocable trust require administration upon the death of the trust settlor (aka grantor). The successor trustee must follow the required procedures to ensure a smooth and orderly administration.

Inheritance Rights

I represent beneficiaries and heirs to ensure that they get the inheritance they are entitled to. Whether the estate settlement is a formal probate or a trust administration, all beneficiaries have fiduciary rights and the Probate Code established procedures that must be followed.

If you’d like to discuss your matter, please schedule a complimentary phone call using the button below.

Schedule a 15-min phone call