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The Estate Planning Process

Our FOUR D's of Estate Planning

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We meet to discover your goals.

We design a plan to meet your goals.

We draft the documents needed to execute the plan.

We execute the plan.

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Your Estate Plan is Built on a Legacy of Expertise

When it comes to your family's future, you shouldn't have to worry about the fine print.​

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Jake Howell crafts custom trusts and estate plans not by starting from a blank page, but by building from a trusted blueprint. He uses a specialized library of over 1,200 proven forms and clauses, developed and perfected by California's leading attorneys for over three decades.​

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This isn't just about drafting a document; it's about giving you the confidence that your plan is the direct result of an unbroken legacy of experience, refined through tens of thousands of successfully implemented plans. This collective wisdom is carefully hand-selected and tailored to ensure your wishes are met with precision and security.​

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Jake graduated from USC Law School and began his career in New York City at one of the world's top law firms, McDermott, Will & Schulte. McDermott is the trusted advisor for many of America's wealthiest families, including many billionaires and top private wealth funds. The firm boasts over $2.8 billion per year in revenue and over $1.6 million per year in revenue per lawyer.

What Is Included In Your Plan

  • Unlimited Emails

  • Direct Attorney Contact, Every Time

  • Flat Fee Guarantee

  • Prior Plan Review

  • Memorandum Outlining The Plan

  • Flow Chart of Plan

  • Digital Asset Management

  • Complete Plan for Beloved Animals 

  • Custom Drafted Trust

  • Federal Estate Tax Implication Review

  • Federal Capital Gains Tax Implication Review

  • CA State Tax Implication Review

  • Trust vs. Personal Income Tax Review

  • Custom Gifting Strategy Analysis

  • Community Property Agreements

  • Trustee Selection Guidance

  • Attorney Communication with Financial Advisor and Accountant within 90 days of Signing

  • Durable Power of Attorney for Financial Management

  • Advanced Healthcare Directive

  • Nomination of Guardian for Minor Children

  • Grant Deeds

  • Schedule of Assets

  • Trust Funding Memorandum

  • Property Assignment Letters

  • Letters to Financial Institutions and Brokers

  • Yearly Review Checklist Outlining Things That Necessitate A Future Review of the Estate Plan

  • Direct Communication with Heirs and Beneficiaries, Upon Request

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