Phone: 805.720.3411 Email: Info@DeveyLaw.comAt Devey Law, we believe that thoughtful estate planning is one of the most important gifts you can give to yourself and your loved ones. By creating a comprehensive estate plan, you can protect your assets, ensure your wishes are honored, and provide peace of mind for the future.
Estate Planning
Preserve, Protect and Plan with Peace of MindWhat Is Estate Planning?
Estate planning is the process of organizing your financial and personal affairs to ensure your assets are distributed according to your wishes after your passing. It also includes planning for potential incapacity, ensuring that decisions about your healthcare and finances align with your values. A well-crafted estate plan can minimize taxes, avoid probate, and prevent family disputes.
Our Estate Planning Services
Devey Law offers a full range of estate planning services tailored to your unique needs. Our services include:
Fully Integrated Estate Plans: We provide fully integrated estate plans tailored to your unique needs, including a pour-over will, trust, power of attorney for healthcare, power of attorney for asset management, and other essential supporting legal documents. Our comprehensive approach ensures your wishes are clearly outlined and effectively implemented, offering peace of mind for you and your loved ones.
Durable Powers of Attorney: Establishing powers of attorney for financial and legal matters to ensure your affairs are managed if you become incapacitated.
Advance Healthcare Directives: Creating directives to outline your medical preferences and appoint a trusted individual to make healthcare decisions on your behalf.
Asset Protection: Developing strategies to safeguard your wealth from potential risks and liabilities.
Business Succession Planning: Assisting business owners in creating a plan for the smooth transition of their business.
Special Needs Planning: Crafting plans to provide for loved ones with special needs while preserving their eligibility for benefits.
Estate Planning Packages
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Legacy Estate Plan INDIVIDUALS
This package provides single individuals with a straightforward yet comprehensive approach to protect protect their assets and ensure their wishes are honored. Our Legacy Estate Plan for Individuals includes the core documents needed to manage your affairs, designate decision-makers, and provide peace of mind for the future.
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Legacy Estate Plan MARRIED COUPLES
This plan is designed to help married couples protect their shared assets and provide clarity for the future. Our Legacy Estate Plan for Married Couples includes key legal documents to safeguard your family, designate decision-makers, and ensure that both partners’ wishes are respected. This plan is a practical, comprehensive approach to creating peace of mind for you and your loved ones.
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Flex-Legacy Estate Plan MARRIED COUPLES
A Disclaimer Trust is a type of trust often included in an estate plan to help married couples maximize federal estate tax exemptions and preserve family assets. Our Flex-Legacy Estate Plan for Married Couples allows the surviving spouse the option to “disclaim” (or decline) a portion of the inheritance, which then passes into a separate trust for the benefit of the spouse and, ultimately, other beneficiaries, such as children. This plan is a comprehensive approach to address clients with higher-value estates or specific asset protection and tax strategies.
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Estate Plan Reviews & Updates
Life changes, and so should your estate plan. Let Devey Law review your existing estate plan and discuss changes to fit your current situation.
We offer full Restatements to address comprehensive changes to your existing estate plan or trust.
We also offer Amendments for specific changes to your estate plan or trust without the need to execute entirely new documents.
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Irrevocable Trusts
An irrevocable trust is a powerful estate planning tool used to protect assets, reduce estate taxes, or provide for loved ones with specific long-term needs. Once created, the terms generally cannot be changed, offering greater asset protection and tax advantages. This option may be appropriate for clients seeking gifting strategies, or legacy preservation. We help you structure and fund the trust to align with your goals while ensuring legal compliance and clarity for your beneficiaries.
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Business Succession Planning
Secure the future of your business along with your personal legacy.
Business succession planning is an essential part of a comprehensive estate plan for business owners. We help you establish legally sound strategies to ensure your business transitions smoothly—whether to family members, key employees, or outside parties—according to your wishes. Our services are designed to minimize disruption, protect your business’s value, and avoid legal complications down the road.
VIP Estate Planning Service
at Devey Law
For clients who need their estate plan completed quickly without compromising quality, our VIP Estate Planning Service offers a high-touch, expedited experience. This service includes a guaranteed 7-business-day turnaround from consultation to final documents*, with dedicated attorney access and personalized support throughout the process.
We designed this option for individuals and couples facing time-sensitive circumstances—whether due to travel, health concerns, pending life events, or simply a strong desire to finalize their affairs efficiently and with confidence.
Priority Service. Streamlined Process. Completed in One Week.
VIP Service Includes:
Priority scheduling and same-week consultation
Accelerated design and drafting of your full estate plan
Direct access to your attorney throughout the process
Clear, step-by-step communication from start to finish
All standard estate planning documents, customized to your needs
Individuals with urgent estate planning needs
Professionals and business owners with limited time
Families preparing for:
medical procedures,
international travel, or
major life changes
Who This Is For:
Availability is limited to ensure quality of service. Please mention your interest in the VIP option when booking your consultation.
*Final delivery timeline may depend on timely client participation and third-party services such as notary scheduling.
Why Choose Devey Law?
At Devey Law, we take the time to listen to your goals and understand your family dynamics. We provide personalized solutions that reflect your unique circumstances. Our client-centered approach ensures that your estate plan not only meets your current needs but also adapts to changes in your life and the law.
Schedule a Consultation
Take the first step in securing your legacy. Contact Devey Law today to schedule a consultation. Whether you need to create a new estate plan or update an existing one, we are here to help you protect what matters most.
Let Devey Law Guide You in Creating a Secure Estate Plan for a Brighter, Protected Future.