About Theo Estate Planning
Theo Estate Planning is a California estate-planning law practice run by Robert Theofanis.
Hi, I'm Robert
I’m a husband, father, and lawyer.
I help parents rest easy at night knowing that their children are protected and that their affairs are in order.
If something were to happen to you:
You can have all of this, and more!
If you plan with Robert:
My job as an attorney was with my father’s firm. We defended large companies in workers’ compensation cases. My dad was the best boss I could have asked for. He threw me right in the deep end, but was also there to provide his wisdom and expertise whenever I needed it.
After a while, though, I realized that my plan to take over his practice wasn’t for me. Insurance-defense lawyers bill in six-minute increments, which is one-tenth of an hour or 0.1. Every day I needed to fill up my billing sheet. It became a rat race. I also didn’t like dealing with all of the red tape and bureaucracy embedded in the system.
I needed to find a different path. Before leaving, I reflected on what kind of lawyer I wanted to be and what that would mean for my career moving forward.
Looking back on my life, I realized that I was happiest when I was helping others.
After college, I spent two years teaching high-school math. My fondest memory is from study hall. I was working with a student, I’ll call him Jay. Jay was a great kid—a total sweetheart and a hard worker with a great attitude. I coached him in football too. But he wasn’t a great student. Math was hard for him. That afternoon we were working on something, maybe quadratic functions. We kept going through the steps, over and over and over. It just wasn’t clicking . . . .
. . . until it did. And, when it clicked, it was incredible.
I’ll never forget the smile on Jay’s face when he looked up. He was so proud. And I was so proud of him.
I use this memory as an example of the impact I want to have on my clients' lives—my north star. I've dedicated my practice to truly serving my clients. My goal is to be their trusted adviser and valued counselor through life's most difficult times.
Fast Facts About Robert
high-school math teacher/football coach
Two white ragdoll cats, Percy and Penelope
Movie that never gets old:
Tinker Tailor Soldier Spy
Chaminade College Preparatory
Occidental College - Physics major; defensive end on football team
University of Notre Dame Law School - Journal of Legislation, Symposium Editor
I'd like to learn more about how estate planning can protect my family and preserve my wealth.
Explore Robert's Packages
I'd like to get started and want to learn more about Robert's estate-planning packages and how much they cost