We believe in the power of intentional planning.

Prenuptial and Postnuptial Agreements

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Estate Planning

At 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.

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Preserve, Protect and Plan with Peace of Mind

What 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.

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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.

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OUR ESTATE PLANNING PACKAGES

Our Estate Planning Packages are designed to provide thoughtful, tailored solutions for individuals, couples, and business owners at every stage of life. Whether you’re creating your first plan, updating an existing one, or navigating complex issues like tax planning, irrevocable trusts, or business succession, we offer comprehensive options to meet your needs with clarity and care. Explore the packages below to learn more.

Devey Law offers à la carte estate planning services for clients who may not need a full plan. Options include a will and trust package, a standalone will, or individual documents such as a power of attorney, advance health care directive, California HIPAA authorization, and guardianship designations for minor children. We also assist with prenuptial and postnuptial agreements, which can be an important part of a comprehensive estate plan. Every trust we draft includes a pour-over will to ensure your wishes are fully supported.

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Legacy Estate Plan for Individuals

  • This package provides single individuals with a straightforward yet comprehensive approach to 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.

    • Revocable Living Trust.

      • Comprehensive Trustee Powers including provisions for Digital Assets.

      • Option to include provisions for Legacy Contacts to manage specific aspects of your digital and personal affairs.

      • Optional Add-Ons:

        • Special Needs Trust or Pet Trust, with the flexibility to name a different trustee than the one in your main Revocable Living Trust.

    • Certification of Trust.

      • Trustee Affidavit and Trustee ID Cards.

    • Pour-Over Will.

    • General Durable Power of Attorney.

    • California HIPPA Authorization.

    • Power of Attorney for Health Care.

    • Assignment of Personal Property.

    • Personal Property Memorandum.

    • Trust Transfer Quitclaim Deed to title your primary residence in trust name, PLUS, corresponding legal documents.

      • More than one residence? No problem. For an extra fee we can title all your real property into trust name.

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Legacy Estate Plan for 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.

    • Revocable Living Trust

      • Comprehensive Trustee Powers including provisions for Digital Assets.

      • Option to include provisions for Legacy Contacts to manage specific aspects of your digital and personal affairs.

      • Optional Add-Ons:

        • Special Needs Trust or Pet Trust, with the flexibility to name a different trustee than the one in your main Revocable Living Trust.

    • Certification of Trust.

      • Trustee Affidavit and Trustee ID Cards for each spouse.

    • Pour-Over Will for each spouse.

    • General Durable Power of Attorney for each spouse.

    • California HIPPA Authorization for each spouse.

    • Power of Attorney for Health Care for each spouse.

    • Assignment of Personal Property for each spouse.

    • Personal Property Memorandum for each spouse.

    • Trust Transfer Quitclaim Deed to title your primary residence in trust name, PLUS, corresponding legal documents.

      • More than one residence? No problem. For an extra fee we can title all your real property into trust name.

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Flex - Legacy Estate Plan for 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. This trust 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.

    By setting up a Disclaimer Trust, couples can adapt to changing tax laws or financial needs after the first spouse's death. If the estate value exceeds federal exemption limits, the Disclaimer Trust can help reduce the taxable estate and, thus, minimize federal estate taxes, preserving more wealth for heirs.

    This approach provides flexibility and control, allowing families to decide how best to address estate tax obligations only when it's necessary, offering both tax efficiency and peace of mind.

    • Revocable Living Trust.

      • Comprehensive Trustee Powers including provisions for Digital Assets.

      • Option to include provisions for Legacy Contacts to manage specific aspects of your digital and personal affairs.

      • Optional Add-Ons:

        • Special Needs Trust or Pet Trust, with the flexibility to name a different trustee than the one in your main Revocable Living Trust.

    • Certification of Trust.

      • Trustee Affidavit and Trustee ID Cards for each spouse.

    • Pour-Over Will for each spouse.

    • General Durable Power of Attorney for each spouse.

    • California HIPPA Authorization for each spouse.

    • Power of Attorney for Health Care for each spouse.

    • Assignment of Personal Property for each spouse.

    • Personal Property Memorandum for each spouse.

    • Trust Transfer Quitclaim Deed to title your primary residence in trust name, PLUS, corresponding legal documents.

      • More than one residence? No problem. For an extra fee we can title all your real property into trust name.

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Estate Plan & Document Reviews & Updates

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Irrevocable Trusts


  • Irrevocable trusts are powerful estate planning tools used to achieve long-term asset protection, tax efficiency, and structured wealth transfer. Unlike revocable trusts, an irrevocable trust generally cannot be amended, modified, or revoked after it is created—meaning the grantor gives up control over the assets placed into the trust. This feature can offer significant advantages, including protection from creditors, exclusion of trust assets from the taxable estate, and the ability to preserve government benefits for special needs beneficiaries.

    Irrevocable trusts are commonly used in a variety of planning scenarios, such as supporting individuals with disabilities, or establishing long-term charitable legacies. They are also used in high-net-worth planning to remove appreciating assets from an estate and minimize future estate tax liability.

    Because of their complexity and permanent nature, irrevocable trusts should be carefully designed to reflect the grantor’s goals, protect beneficiaries, and comply with tax and legal requirements. Proper funding and ongoing administration are essential to ensure the trust operates as intended.

    • Irrevocable Trust Agreement.

    • Certification of Trust.

    • Transfer Documents — such as:

      • Assignment of personal property;

      • Deed(s) (if real estate is transferred);

      • Stock or business interest assignments.

    • Trust Funding Instructions.

    • Notices to Beneficiaries (certain jurisdictions).

    • Affidavit/Statement of Grantor’s Intent.

    • Trustee Acceptance — A document signed by the trustee accepting their role and fiduciary duties.Personal Property Memorandum for each spouse.

    • Crummy Notices (if applicable) – For trusts involving annual gift tax exclusions, notifying beneficiaries of their withdrawal rights.

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Business Exit & Succession Planning

VIP Estate Planning Service

Priority Service. Streamlined Process. Completed in One Week.

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.

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  • 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

VIP Service Includes:

  • Individuals with urgent estate planning needs

  • Professionals and business owners with limited time

  • Families preparing for:

    • medical procedures,

    • international travel, or

    • major life changes

For Clients Who:

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.