Santa Ana, CaliforniaMon–Fri · 9:00, 6:00 PT

Estate Planning

Plan Today. Protect the People You Love Tomorrow.

Wills, trusts, powers of attorney, and probate for California families.

ForCalifornia residents planning the orderly transfer of assets
ScopeDraft wills and trusts, prepare powers of attorney, administer estates
TimelineWill in 2 weeks · Trust in 3–4 weeks · Probate 9–18 months

Estate planning is about more than paperwork, it's about giving the people you love a clear path forward when you can't be there to guide them. At Sari Law, we build California estate plans that work the day you sign them and continue to work for the decades that follow.

  • Wills & Healthcare DirectivesFoundational documents that name guardians for your children, set out your wishes for end-of-life care, and put basic disposition instructions in writing.
  • Living TrustsRevocable and irrevocable trusts that avoid probate, preserve privacy, and give you flexible control over how and when assets pass to the next generation.
  • Powers of AttorneyDurable, springing, and limited POAs that let trusted family members or advisors act on your behalf for finances and business matters during incapacity.
  • Probate & Trust AdministrationCompassionate guidance through California probate court and trustee duties, notices, tax filings, distributions, and accountings handled with the family in mind.

Specialized Sub-Services

Everything we do under Estate Planning

Browse the full hierarchy, every service has a dedicated page with scope, pricing context, and the process.

Get Started

Tell us about your estate planning matter

Every estate planning matter starts with a free case evaluation. A estate planning attorney reviews the facts and responds within one business day.

Sari Law walked us through trust planning patiently. The documents are clear, our family understands the plan, and we finally feel like the estate is actually in order.
L. Garcia · Trustor

A Family-First Approach

We start by listening, to your family's story, your assets, and the worries that brought you in. Then we design a plan that fits the life you've actually built: clear instructions for the people who'll need them, drafted in plain English, and updated as life keeps changing.

Why Sari Law

Why founders pick us for Estate Planning

Plans Drafted to Be Used

Wills, trusts, and POAs are written so the people who'll one day rely on them, your spouse, your children, your trustee, can act without a lawyer in the room.

Funded Trusts, Not Empty Shells

We coordinate retitling of real estate, accounts, and business interests so your trust actually works on the day it's needed. The funding step most DIY plans skip is built into our process.

Probate & Administration Continuity

If a plan reaches probate or trust administration, the same firm that drafted it can guide the family through, no scramble to find new counsel during the hardest weeks.

Reviewed As Life Changes

Marriages, births, divorces, asset shifts, and changes in California law all trigger plan reviews. We make the check-in easy so plans never go stale.

Resources for Estate Planning

Brief up before you call.

Plain-English definitions and side-by-side comparisons of the questions estate planning clients run into most.

Common Questions

Before you call about estate planning.

The questions we field most often, answered the same way we'd answer them on a first call, without filler and without disclaimers that are not required.

Q.Do I need a will or a living trust?
A.Most California families benefit from a revocable living trust to avoid probate. Wills serve specific purposes, guardianship of minor children, simple estates, and we recommend the right tool for your situation rather than defaulting to one.
Q.How much will an estate plan cost?
A.We quote flat fees for standard estate plans. Complex matters, business succession, blended families, special needs trusts, are priced after consultation so the fee reflects the actual scope of work.
Q.Do you help with trust funding?
A.Yes. Funding is the step most DIY plans skip, and an unfunded trust does not avoid probate. We coordinate retitling of real estate, financial accounts, and business interests so the trust actually works when it needs to.
Q.How often should we update our plan?
A.Review every 3–5 years, or sooner after major life events: marriage, divorce, birth, death, significant asset changes, or material changes in California law. A quick check-in is much cheaper than fixing a stale plan during probate.
Q.Do you handle probate and trust administration after a death?
A.Yes. We administer estates through California probate court and assist trustees with trust administration, notices, tax filings, distributions, and accountings, so families can grieve without legal logistics piling up.

Build a Plan Your Family Can Rely On

Estate planning is one of the most meaningful gifts you can leave behind, a calm, well-documented path for the people you love. Schedule a free consultation and we'll walk you through what's right for your family, your assets, and your peace of mind.

Ready to talk?

Free 15-minute consultation. Direct partner contact within one business day.

By Phone(949) 426-5071
By Emailinfo@sarilaw.us
In Person540 N Golden Circle Dr, Suite 303, Santa Ana
Start free case evaluation