At Family First Estate Planning, we believe estate planning isn’t one-size-fits-all. Your family, your goals, and your financial picture are unique — and your plan should reflect that.
We offer three levels of estate planning tailored to your specific needs. Whether you’re just starting your family and want to name guardians for your children, or you’ve built significant assets and want to protect them for future generations, we’ll help you choose the plan that best fits your life, your values, and your budget.
From starter plans for young families who want to make sure their children are protected, to comprehensive wealth and asset protection plans for established families and business owners, we’ve designed an approach that grows with you.
We’ve built our fee structure around one simple idea: clarity and confidence.
Our plans start around $2,000 for families who simply want the basics in place, and go up to $8,000 for those who want extensive asset protection, tax planning, and probate avoidance.
Each plan includes a customized Family Wealth Planning Session — a guided process where we’ll review your goals, explain your options, and help you choose the plan that fits your priorities and your budget.
We don’t charge by the hour. You’ll always know the cost up front — no surprise invoices, no hidden fees.
If you’re only looking for the cheapest plan you can find, you can probably get that online. But if you want an estate plan that actually works — one that protects your family, avoids probate, and passes on your legacy the right way — then we’re the right firm for you.
who want to protect their children with guardianship and trust planning.
who want peace of mind knowing their children will be cared for if something happens.
building new relationships and navigating complex dynamics.
planning together or separating with compassion and clarity.
ensuring continued care and government benefits through special needs trusts.
seeking advanced strategies to minimize estate and income taxes.
managing the administration of estates and trusts.
Life doesn’t stand still — and neither should your estate plan.
As your family grows, your finances change, and the law evolves, your plan should be updated to reflect those changes. That’s why we created our annual membership programs — designed to keep your plan up-to-date, ensure your assets are always properly titled, and give you ongoing access to our attorneys without worrying about hourly fees or surprise bills.
We’ll also keep you informed of any changes in California estate law that could affect your plan — so you can rest easy knowing your estate plan will work exactly as intended when your family needs it most.
Many of our clients invite their entire family to join our planning process. We help parents, grandparents, and young adult children all get the protection they need. Whether it’s a free estate checkup for elderly parents or basic documents for your college-age kids, we’ll make sure everyone in your family is covered.
When you work with us, you’re not just a client — you’re part of the Family First community.
Thank you for considering Family First Estate Planning. We know you have options when it comes to choosing an estate planning attorney, and we’re honored that you’re exploring our firm.
Let’s create a plan that brings you peace of mind today — and lasting protection for tomorrow.
Schedule your Family Wealth Planning Session today and see how estate planning can truly put your family first.