Estate and legacy planning

Many individuals work their entire lives to create an estate, but never execute the important legal documents necessary to ensure their legacy goes to the people and organizations they want it to go to.

At Pacific Crest Planning, we know the importance of creating relationships with local estate planning attorneys and professional trustees in the community. If you are interested in setting up an appointment to help get the ball rolling, we would be happy to refer you.

We are not lawyers and do not write legal documents or practice law. However, we are familiar with estate planning concepts and the financial implications associated with estate planning. We can help explain complex estate planning concepts in terms you can understand and help keep you educated and informed when it comes time to execute your legal documents.

Your estate plan is more than just legal documents. It's your legacy. What kind of legacy do you want to leave your loved ones? What values are important to you? What life lessons would you pass on to them from your experience?

We can help you organize these thoughts, feelings, and lessons using our family love letter program so that your heirs and loved ones can remember you for who you really are; an individual who gained wisdom, experience, and understanding in your life to pass on to the next generation.

Let's start the conversation

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