LEXFORGE PRACTICE AREA

Estate Planning

Estate planning is not just documents — it is peace of mind. We craft sophisticated, tax-efficient plans that protect your legacy and provide clear instructions for your loved ones.

Protecting multi-generational wealth for 650+ San Diego families since 2011
650+
Families Protected
$0
Probate Court for Trust Clients
Since 2011
Estate Planning Experience

What We Handle

  • Revocable living trusts and pour-over wills
  • Irrevocable trusts and advanced tax planning
  • Probate administration and trust administration
  • Durable powers of attorney and advance directives
  • Special needs trusts and elder law planning
  • Healthcare directives and living wills
  • Asset protection strategies
  • Estate and gift tax minimization

Our Process

  1. 1
    Discovery meeting — goals, assets, family dynamics
  2. 2
    Custom plan design and tax optimization
  3. 3
    Drafting and review with you in plain language
  4. 4
    Execution ceremony and funding of trusts
  5. 5
    Digital vault + periodic review reminders

Frequently Asked Questions

Ready to discuss your case?

Free consultation. No obligation. Confidential.