Estate Planning for You and Your Family

Everyone needs some type of estate plan to protect their family, to make sure their assets go to their loved ones and for “just in case” documents like health care directives and durable powers of attorney. Most Californians choose a living trust so their family will be spared the high cost and hassles of probate.

Because we are not an online document factory, and not a big impersonal law firm, our attorneys take the time to get to know you and design a custom estate plan just for you and your family. And because we have been doing estate planning for over 25 years, we’ve developed an easy process to make estate planning simple.

We're Smart

We make estate planning simple, not complicated. The best estate plan is one that meets your family's unique needs, that you understand and that you can rely on - not a one size fits all fill in the blank plan. We have helped thousands of California clients protect their families with smart and efficient solutions.

Sacramento Magazine voted Clark Allison a Five Star Wealth Manager in 2014, 2013, 2012, 2011 and 2010

We've consistently scored among the highest of estate planning firms in overall client satisfaction in the Sacramento area.

We're Easy to Work With

We take the time to get to know our clients and build relationships with them so that we become their attorneys for the long term. We aim to treat you like we would want to be treated.

Our system for doing estate planning makes working with us very simple and easy. We offer flexible meeting schedules, quick response times and lifetime estate planning support.

Our clients frequently thank us for making their estate planning enjoyable and much easier than they expected.

Clark Allison’s team made the process really simple. We really appreciated the level of commitment and care we felt not just for establishing our estate plan, but for our family. -Dori is a mom living in El Dorado HillsDori G. -Mom

Common Questions

A: It usually takes two attorney meetings. The whole process takes about 2 – 3 weeks.

A: All living trusts and wills are drafted by our attorneys.

A: An estate plan will efficiently distribute your hard earned assets as you choose - not as the probate court decides for you. If you don't have children, you can be creative in how you want to distribute your assets, whether to family, friends or your favorite charities. An estate plan will also allow your spouse or others to make health care decisions for you if you can't and to manage your assets for you if you become incapacitated.

A: Absolutely. This is the best part about working with us. If we bill by the hour, our rate is $350 - $400. But once you become our client, you get free access to our attorneys for questions by phone, email or office meetings.

A: We do estate planning on a fixed fee basis. Generally, our fixed fees range from $1,500 to $2,000 for a custom comprehensive estate plan which includes two attorney meetings, attorney drafted living trust and wills, durable power of attorney, advance health care directive, HIPAA, certification of trust, and other documents including recording a trust transfer deed if you own a home.

Get Started

W The first step to get started is to schedule a meeting - either an office meeting or a phone meeting. To schedule a meeting, click the "Schedule a Meeting" button below and we will contact you right away.

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