Trusts, Estates & Wealth Planning
Personal and family planning for decision-making, property, continuity, and the next generation.
Trusts, Estates & Wealth Planning
Personal and family planning for decision-making, property, continuity, and the next generation.
Trusts, Estates & Wealth Planning
Personal and family planning for decision-making, property, continuity, and the next generation.
Your family knows what matters. Does the paperwork?
The trust names one person. An account names another. The business agreement has its own rules for transferring an ownership interest.
Each document may have been prepared for a good reason at a different time. We help bring the pieces together so your intentions can be understood and the people responsible know what they are being asked to do.
Your family knows what matters. Does the paperwork?
The trust names one person. An account names another. The business agreement has its own rules for transferring an ownership interest.
Each document may have been prepared for a good reason at a different time. We help bring the pieces together so your intentions can be understood and the people responsible know what they are being asked to do.
Your family knows what matters. Does the paperwork?
The trust names one person. An account names another. The business agreement has its own rules for transferring an ownership interest.
Each document may have been prepared for a good reason at a different time. We help bring the pieces together so your intentions can be understood and the people responsible know what they are being asked to do.
Plan for the people, duties and assets involved.
Plan for the people, duties and assets involved.
Plan for the people, duties and assets involved.
Work through intended beneficiaries, the people who will carry out your wishes, and the documents appropriate to your circumstances. Address how the plan will be put into effect.
Work through intended beneficiaries, the people who will carry out your wishes, and the documents appropriate to your circumstances. Address how the plan will be put into effect.
Work through intended beneficiaries, the people who will carry out your wishes, and the documents appropriate to your circumstances. Address how the plan will be put into effect.
Consider who should handle financial and personal decisions if you cannot, and prepare the agreed powers of attorney and advance health care documents.
Consider who should handle financial and personal decisions if you cannot, and prepare the agreed powers of attorney and advance health care documents.
Consider who should handle financial and personal decisions if you cannot, and prepare the agreed powers of attorney and advance health care documents.
Review how specified accounts, property, and other assets are held. Identify transfers, beneficiary updates, or follow-up work needed for the plan.
Review how specified accounts, property, and other assets are held. Identify transfers, beneficiary updates, or follow-up work needed for the plan.
Review how specified accounts, property, and other assets are held. Identify transfers, beneficiary updates, or follow-up work needed for the plan.
Connect personal planning with ownership agreements, management authority, buyout terms, and the people expected to carry the business forward.
Connect personal planning with ownership agreements, management authority, buyout terms, and the people expected to carry the business forward.
Connect personal planning with ownership agreements, management authority, buyout terms, and the people expected to carry the business forward.
Address gifts, shared assets, future control, and responsibilities among family members. Coordinate relevant tax and financial advice.
Address gifts, shared assets, future control, and responsibilities among family members. Coordinate relevant tax and financial advice.
Address gifts, shared assets, future control, and responsibilities among family members. Coordinate relevant tax and financial advice.
Revisit existing documents after changes in family circumstances, assets, decision-makers, or goals. Explain which provisions still fit and which need attention.
Revisit existing documents after changes in family circumstances, assets, decision-makers, or goals. Explain which provisions still fit and which need attention.
Revisit existing documents after changes in family circumstances, assets, decision-makers, or goals. Explain which provisions still fit and which need attention.
Make the documents work beyond the signing.
A signed plan still needs to be connected to the assets and arrangements it is intended to address. Depending on the engagement, the work may include:
Wills, trusts, powers of attorney, and advance health care directives.
An explanation of key choices and the roles assigned to others.
Agreed ownership-transfer documents and funding instructions.
A list of beneficiary-designation or account changes to coordinate with institutions.
Amendments to related business agreements within scope.
A record of follow-up steps and who is responsible for them.
We work through the practical questions with you: who is willing to serve, where information will be kept, and what needs attention after signing. Your family’s circumstances guide the plan, including where privacy, continuity, or different responsibilities among family members matter.
Make the documents work beyond the signing.
A signed plan still needs to be connected to the assets and arrangements it is intended to address. Depending on the engagement, the work may include:
Wills, trusts, powers of attorney, and advance health care directives.
An explanation of key choices and the roles assigned to others.
Agreed ownership-transfer documents and funding instructions.
A list of beneficiary-designation or account changes to coordinate with institutions.
Amendments to related business agreements within scope.
A record of follow-up steps and who is responsible for them.
We work through the practical questions with you: who is willing to serve, where information will be kept, and what needs attention after signing. Your family’s circumstances guide the plan, including where privacy, continuity, or different responsibilities among family members matter.
Make the documents work beyond the signing.
A signed plan still needs to be connected to the assets and arrangements it is intended to address. Depending on the engagement, the work may include:
Wills, trusts, powers of attorney, and advance health care directives.
An explanation of key choices and the roles assigned to others.
Agreed ownership-transfer documents and funding instructions.
A list of beneficiary-designation or account changes to coordinate with institutions.
Amendments to related business agreements within scope.
A record of follow-up steps and who is responsible for them.
We work through the practical questions with you: who is willing to serve, where information will be kept, and what needs attention after signing. Your family’s circumstances guide the plan, including where privacy, continuity, or different responsibilities among family members matter.
Related practices
Related practices
Related practices
FAQ
FAQ
FAQ
No. Personal planning can address who makes decisions during incapacity and how property passes, alongside more complex wealth or business questions. California Courts describes these documents as relevant throughout life, not only at death. California Courts estate and advance-care planning guide.
Different documents serve different roles. Powers of attorney and advance health care directives can address decisions during your lifetime; wills address distribution after death. We help you consider the documents together. California Courts planning documents.
That depends on the assets and how they are held or transferred. Assets properly held in a living trust can generally pass under its terms without probate, but signing the trust alone does not put every asset into it. California Courts living-trust guidance.
Yes. We can agree on responsibilities for legal documents, tax analysis, valuation, account changes, and implementation. That helps the plan and the financial arrangements address the same intentions.
Start with your role, what has happened, and any deadline. Existing documents and any notices are useful background. Administration or contested proceedings require a specific scope assessment, separate from preparing or updating a plan.
Your introduction to Cove
Start with a conversation about what you need.
If you decide to move forward, we’ll agree on the work and its fixed fee before we begin.
Have a particular matter in mind? Tell us about it.
Share what you’re working through or working toward.
Send relevant documents ahead of time so we can come prepared.
Your introduction to Cove
Start with a conversation about what you need.
If you decide to move forward, we’ll agree on the work and its fixed fee before we begin.
Have a particular matter in mind? Tell us about it.
Share what you’re working through or working toward.
Send relevant documents ahead of time so we can come prepared.
Your introduction to Cove
Start with a conversation about what you need.
If you decide to move forward, we’ll agree on the work and its fixed fee before we begin.
Have a particular matter in mind? Tell us about it.
Share what you’re working through or working toward.
Send relevant documents ahead of time so we can come prepared.