45+ Years of Experience

Efficient, Guided Process
Built Around Your Family
What’s Included

Estate Planning Documents Included in a Life Plan

A Preston Life Plan includes estate planning documents that work together to address asset management, healthcare decisions, and the transfer of property.

Revocable Living Trust

Your Life Plan includes a living trust that provides instructions for managing and distributing assets and may help eligible assets avoid probate.

Pour-Over Will
A companion to your trust that ensures any assets outside the trust at your passing are directed into it, keeping everything organized and protected.
Durable Powers of Attorney

Authorizes a trusted person to manage your financial and legal affairs if you become incapacitated, ensuring nothing falls through the cracks.

Healthcare Directive & Living Will

Documents your medical wishes and designates a healthcare agent to make decisions on your behalf so your family never has to guess.

HIPAA Authorization
Grants your designees access to your medical records, allowing them to advocate for your care without legal barriers.
Trust Funding Assistance

Assistance with transferring assets into your trust, including real estate, financial accounts, and other eligible property.

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Who It’s For

Life Plan Creation Is Right For You If…

Life Plan Creation is available for individuals, families, retirees, business owners, and property owners seeking a complete estate plan.

Young Families

Establish guardianship instructions, manage assets for minor children, and create a plan for your family’s future.

Business Owners

Address business ownership, succession planning, and the transfer of business interests within your estate plan.

Real Estate Owners

Coordinate real estate holdings with your trust and establish a plan for future property transfers.

Pre-Retirees & Retirees

Plan for retirement assets, healthcare decisions, and the transfer of wealth to future generations.

Blended Families

Create clear instructions that address the needs of spouses, children, stepchildren, and other beneficiaries.

No Plan Yet

Create legal documents that outline your wishes and provide direction for your family and assets.

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Prefer to speak first? Call (858) 675-4040
Our Process

How We Build Your LifePlan

Most families complete their LifePlan in just a few meetings over several weeks. Our process has been refined over 30 years to keep everything clear, organized, and easy to follow so you always know what comes next.
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Prefer to speak first? Call (858) 675-4040

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60 minutes. Understand your options, our fees, and the full process before committing to anything.

Initial Planning Meeting

We learn about your family, your assets, and your goals. We design your LifePlan together.

Document Drafting

Our attorneys prepare your custom legal documents – reviewed for accuracy before you see them.

Review & Signing

We walk through every document together so you understand exactly what you’re signing and why.

Trust Funding

We guide you through moving your assets into your trust so it’s complete, funded, and ready to work.
Why It Matters

What Happens Without a Proper Plan

Without an estate plan, assets may be subject to probate and court oversight. This court process can become expensive, time-consuming, and completely public for loved ones already dealing with loss.

A LifePlan helps your family avoid unnecessary delays, added costs, and legal complications while making sure your wishes are carried out clearly and smoothly.

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Without a LifePlan

  • Probate court is public record and can take 12 to 24 months
  • Attorney fees up to 4% of gross estate
  • Court controls asset distribution
  • No guardian designated for minor children
  • Family stress and potential disputes

With a LifePlan

  • Private transfer with no court involvement and no delays
  • Minimal fees help preserve more assets for your family
  • Your wishes are carried out exactly as intended
  • The guardian you choose can care for your children
  • Your family receives support instead of added burdens
Common Questions

Frequently Asked Questions

Below are the questions we hear most often from California families. If you don’t see yours here, our free webinar covers everything in detail, or you’re always welcome to call us directly.
Do I need a trust, or is a will enough?

In California, a will by itself still requires your estate to go through probate. Probate is a public court process that can take 1 to 2 years to complete and may cost up to 4% of your gross estate in fees.

A living trust helps your assets pass directly to your loved ones without court involvement. It keeps your affairs private, avoids probate delays, and gives your family faster access to the assets they need.

For most California families, a living trust provides the strongest foundation for an estate plan.

Every LifePlan is customized to your family’s needs and goals, so the cost can vary. During your consultation, we’ll discuss your situation and provide clear pricing for the planning options that best fit your needs.
Trust funding is the process of transferring your assets into your trust so they are properly protected and managed according to your estate plan. Without funding, a trust may not provide the benefits it was designed to offer.
The timeline depends on the complexity of your plan, but most clients can complete the process within a few weeks. We’ll guide you through each step and keep the process as simple and efficient as possible.
That’s a great start. We can review your existing documents to make sure they still reflect your wishes, comply with current laws, and provide the protection your family needs.
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Questions? Call Now (858) 675-4040
Client Stories

Trusted by California Families

John is just the ultimate professional and when I hear him speak, I feel my father’s estate is in good hands. To me, having a qualified estate planning group is of the utmost importance.

David Nerhood

Preston Estate Planning Client

I highly recommend Preston Estate Planning to anyone wanting estate planning assistance. The cost of preparing legal documents for our estate needs is so very worthwhile and gives me peace of mind that my legal matters are organized for me.

Vicki Wilson

Preston Estate Planning Client

We’ve both been working with Preston since 1998 and he’s done fabulous work for us and we love the seminars and the brochures that he sends us and his availability.

Carolyn Shields

Preston Estate Planning Client

He’s not just playing a role. I feel comfortable with him. He is compassionate. He explains things to people in terms that they can understand and grasp the idea. And the clients that I brought to him have stayed with him over the 17 years.

Lola Weisgerber

Preston Estate Planning Client