Phone: 805.720.3411 Email: Info@DeveyLaw.comAt Devey Law, we offer comprehensive estate planning services tailored to your unique needs and goals. A well-crafted estate plan not only ensures your wishes are honored but also provides clarity and peace of mind for your loved ones. Our estate plans are thoughtfully tailored to fit your unique personal, financial, and family circumstances, ensuring they align with your goals both now and in the future.
Our estate planning packages typically include a Revocable Living Trust, Last Will and Testament, General Durable Power of Attorney, California Advance Health Care Directive, HIPAA Authorization, Personal Property Memorandum, and provisions for the transfer of digital assets. We also offer the option to include an integrated Pet Trust to safeguard the care of your animals.
In addition to these core documents, our services include the transfer of your primary residence into your trust, with the option to transfer additional real property for a nominal fee, plus any required county recording fees. You will receive a professionally organized estate planning binder containing all original documents and instructions. After the initial engagement, we offer complimentary meetings to ensure all of your questions are answered and that you feel comfortable every step of the way.
Revocable Living Trust-Bases Estate Plans
Preserve, Protect and Plan with Peace of MindWhat Is Revocable Living
Trust-Based Estate Planning?
Revocable Living Trust-Based Estate Planning is built around a Revocable Living Trust, allowing you to stay in control of your assets during your lifetime and make things easier for your family after you're gone.
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 Living Trust, Certification of Trust, Last Will and Testament, General Durable Power of Attorney for Finances, California Advance Health Care Directive, California HIPPA Authorization, 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.
Irrevocable Trusts: A long-term planning tool used to remove assets from your taxable estate, provide asset protection, and control how those assets are distributed, often for advanced tax or Medi-Cal planning purposes.
Integrated Pet Trust: allows you to set aside funds and name a caregiver to ensure your pets are provided for according to your wishes if you become incapacitated or pass away.
Special Needs Planning: Crafting plans to provide for loved ones with special needs while preserving their eligibility for benefits.
Business Succession Planning: Assisting business owners in creating a plan for the smooth transition of their business.
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 and Estate Planning Ancillary Document 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.
Additionally we offer reviews and updates to ancillary estate planning documents such as Guardianship Designations, Durable Powers of Attorney, California Advanced Healthcare Directives, California HIPPA Authorizations, etc.
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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.