The Vanguard Complete Trust Package is built to protect you and your loved ones with clarity, precision, and lasting confidence.
Each plan is crafted by experienced attorneys and includes all essential Estate Planning components, flat-fee pricing, personalized guidance, and clear next steps for funding and long-term support.
Let’s talk about your Estate Planning needs and goals!
Our legal team offers free 15-minute phone consultations to help you understand your options and take the next right step with confidence.
Start by choosing a time that works for you!
Create a tailored Revocable (or Living) Trust, giving you greater control and flexibility over your assets while meeting your Estate Planning goals.
We provide expert Trust Administration guidance to help ensure the smooth and legal distribution of assets in compliance with California law.
Vanguard will help your Successor Trustee feel confident and prepared to accurately carry out your wishes with clarity when the time comes.
Already have a Trust? Ensure it’s current, properly funded, and still protecting your loved ones with our professional Trust Review services.
Vanguard Legal Group can professionally manage and distribute assets, or advise and support existing Trustees in fulfilling their duties with confidence.
Receive expert legal guidance through the Probate process. We simplify the legal journey for Estates valued over $184,500 when assets are not held in a Trust.
Stay in control by legally appointing trusted agents to manage your finances, assets, and healthcare decisions if you become unable to do so.
Vanguard Legal Group assists with Heggstad Petitions, helping clients legally establish that a decedent intended to include an asset or assets in their Trust.
We create Irrevocable Trusts, where clients relinquish control and ownership of assets placed in their Trust in exchange for
enhanced protection and benefits.
Whether you’ve recently purchased, refinanced, or inherited real property, we can ensure it’s properly transferred and held within your Trust.
We help establish Special Needs Trusts to provide financial support for individuals with disabilities while preserving their eligibility for essential benefits.
Probate in California is a legal process for all estates valued over $184,500 when the property or assets are not in Trust.
Whether you’ve recently purchased or refinanced your home or inherited real property, we can ensure your property is properly held inside your Trust.
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Whether you need a Trust, Power of Attorney, or guidance on your Estate Plan, we’re here to help!
Use the form to tell us about your needs, and we’ll provide guidance you’re looking for.
