About Us
About Us
Estate Planning That Puts Your Family First
At Life and Legacy Estate Planning, we don’t do everything. We do one thing well: help families create clear, customized estate plans. As a solo attorney-run firm, you work directly with me from start to finish. No handoffs, no confusion—just personalized attention and legal clarity. Whether you’re just starting your family, approaching retirement, or looking to update a previous plan, we’re here to guide you with care and simplicity.
Fixed Pricing
No hourly billing, no surprises.
No Court Cases
We focus 100% on proactive planning, not reactive court matters.
Attorney Plans
No templates or paralegals. Every document is crafted specifically for your situation.
No Probate
Our entire focus is on proactive estate planning helping you stay out of court.
What Sets Us Apart
Focused. Flexible. Personal.
At Life and Legacy Estate Planning, convenience and clarity are at the heart of everything we do. Whether you prefer to meet in the comfort of your own home, at our office, or virtually via Zoom, we make the process easy and flexible. All of our estate plans are offered at fixed, upfront prices—so you’ll never face surprise fees or hourly billing. You work directly with an experienced attorney from start to finish; no templates, no hand-offs to paralegals. And because we focus exclusively on proactive estate planning—not court cases or probate—you get a custom plan designed to help your family avoid court, confusion, and unnecessary costs.
Our Mission, Vision, and Future
Our Mission
At Life and Legacy Estate Planning, our mission is to offer personalized, accessible estate planning services that help protect your legacy and loved ones. We provide flexible meeting options—including in-person, at-home, or virtual—to ensure the process is easy and convenient for you.
Our Vision
Our vision is to be the trusted choice for families, delivering clear and reliable estate planning solutions. We strive to ensure that your wishes are honored and
your assets are safeguarded, creating peace of mind for generations to come.
What We Will Become
Book Free 20-Minute Consultation
Take the first step toward protecting your loved ones and your legacy. We make the estate planning process easy, affordable, and customized just for you.
Your Legacy, Your Way — Start Designing Your Estate Plan Today
Meet at home, in our Long Beach office, or via Zoom — we’ll help you create a personalized estate plan that protects your family and honors your wishes.