California Estate Planning — Secure Tomorrow, Today
Comprehensive wills, trusts, and guardianship planning tailored for California residents. Protect assets, minimize taxes, and ensure your family is cared for.
Typical consultation timeframe: 30–45 minutes. We serve clients across California including San Francisco, Los Angeles, San Diego.
Why estate planning matters in CA
California's laws and tax structure make tailored planning essential. A modern estate plan reduces probate delays, clarifies guardianship for minors, and preserves wealth for future generations.
- Avoid lengthy probate and reduce fees
- Designate guardians and medical decision-makers
- Plan charitable giving and business succession
Our estate planning services
Wills & Personal Directives
Clear instructions for asset distribution and guardianship.
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Revocable & Irrevocable Trusts
Avoid probate, protect beneficiaries, and manage special needs planning.
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Our process — simple, transparent
1. Discovery
We review assets, family needs, and goals.
2. Strategy
Tailored document package and tax-aware advice.
3. Implementation
We prepare, sign, and coordinate funding/recording.
4. Ongoing Review
Annual checkups ensure your plan stays current.
Frequently asked
Trusts can help avoid probate and provide greater control over timing and distribution. Wills name guardians and personal representatives. Many clients use both.
Review after major life events: marriage, children, divorce, significant asset changes, or every 3–5 years.
Yes — Medicaid planning, long-term care coordination, powers of attorney and beneficiary designations are part of our service mix.
Meet your advisors
Jordan Matthews
Senior Estate Planner — CA Bar Liaison
Jordan has 12+ years advising families on trusts, probate avoidance and tax-conscious wealth transfer. Practical guidance with compassionate communication.
Book 1:1
Personalized planning
Tailored documents and coordinated funding.
Trusted execution
We handle signing, notarization, and next steps.
All advisors work with local California attorneys when complex legal filings are needed. We prioritize clear deliverables and transparent fees.
Resources & sample documents
Visit our San Francisco office
Meet in person or we can coordinate secure virtual sessions for out-of-state family members.
- 455 Market St, San Francisco, CA 94105
- + (1) 415 298-64-21
- coifi-digitalo.com@gmail.com