Estate Planning

Protect What Matters Most.

A thoughtfully crafted estate plan is one of the most meaningful things you can do for the people you love. We make the process clear, personal, and lasting.

Attorney consulting with clients on estate planning documents

Planning for every stage of life

Most people put off estate planning because it feels complicated, morbid, or something to deal with later. The reality is that a solid plan brings immediate peace of mind — and protects your family from unnecessary confusion, cost, and conflict when it matters most.

At Wagley Law, we approach estate planning as a deeply personal process. We take the time to understand your family, your assets, and your wishes before recommending a plan. The result is a set of documents that genuinely reflects your intentions — not a one-size-fits-all template.

Whether you're establishing your first will, updating a plan after a major life change, or building a comprehensive trust structure, we guide you through every step with clarity and care.  No family is the same and that is why the type of estate plans offered differ.  Whether your concern is simple probate avoidance, beneficiaries with special needs considerations or just ensuring an orderly disposition of your estate at death, a detailed and thoughtful plan will be created with your needs in mind.

What we prepare

01

Wills

A will is the foundation of any estate plan. It directs how your assets are distributed, names guardians for minor children, and designates an executor to carry out your wishes.

02

Revocable living trusts

A living trust allows your estate to pass to beneficiaries without going through probate — saving time, cost, and maintaining privacy. It can also provide for your care if you become incapacitated.

03

Powers of attorney

A durable power of attorney designates someone you trust to manage your financial affairs if you are unable to do so. Without one, your family may face a costly court process to obtain that authority.

04

Healthcare directives

An advance healthcare directive — including a living will and healthcare proxy — ensures your medical wishes are known and respected, and relieves your loved ones of an impossible burden.

05

Beneficiary & title review

Many assets pass outside of a will entirely. We review your beneficiary designations and property titles to ensure everything aligns with your overall plan.

06

Plan reviews & updates

Life changes — marriages, divorces, births, deaths, and significant asset changes all warrant a review. We offer ongoing counsel to keep your plan current.

Why plan now

Protect your family

Without a plan, state law decides who inherits your assets and who raises your children. A will and trust put those decisions back in your hands.

Avoid probate

California probate is public, slow, and expensive. A properly structured trust keeps your estate out of court and passes assets to your family efficiently.

Plan for incapacity

Estate planning isn't only about death. Powers of attorney and healthcare directives ensure someone you trust can act on your behalf if you cannot.

Working with Wagley Law gave us real peace of mind. The process was clear, unhurried, and deeply personal. We finally feel prepared for whatever comes next.
Margaret & David T.Estate Planning clients

Start your estate plan today.

A single consultation is often all it takes to understand what you need and how to get there. We'll walk you through your options with no pressure and no obligation.

Wagley Law

Thoughtful legal counsel for life's most important decisions. Serving the San Francisco Bay Area.

The Firm

Lafayette, CA 94549

(925) 283-2500

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