From a simple will for a young family to a layered testamentary plan for blended families and business owners. Plain-English drafting; no surprises at probate.
For families who want to skip probate, plan for incapacity, or hold assets across state lines. We handle the trust document, the funding, and the explanation to your kids.
Financial POA, durable POA, healthcare proxy, HIPAA release, advance directive. The four documents that prevent your family from making decisions in a hospital hallway.
When a family member passes, we walk you through California's probate process — letters of administration, creditor notice, accounting, distribution. We've done this hundreds of times so you don't have to.
For closely-held businesses: buy-sell agreements, key-person planning, ownership transfers between generations. Plan the exit so the business outlasts you.
I started my legal career thinking I'd be a litigator. Twelve years and several thousand probate files later, I'm certain I made the right pivot. Estate planning is the rare practice area where the work I do today prevents the lawsuit my client's family would otherwise file in twenty years.
I work with families across the Sacramento valley — first-generation Americans planning for parents abroad, business owners with succession questions, blended families navigating second-marriage estates. I take the time to actually explain what each document does, and why. Most of my clients come from referrals; my goal is to keep it that way.
[SAMPLE — law school, J.D. year]. [SAMPLE CREDENTIAL — Certified Specialist in [practice area]]. [SAMPLE — trust & estate professional association].
First consultation is 45 minutes, complimentary, and structured. We'll talk through your situation, what you have in place, what you're missing, and what a complete plan would cost. No commitment to engage.
Liu Estate Planning · 2100 J Street, Suite 200 · Sacramento, CA 95816
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