Estate Planning That Leaves a Legacy -
Not a Mess
Your Orange County choice for bulletproof estate plans
- Caring Guidance
- Ongoing Support
- Plans that Work
You thought you had a plan.
But will it be followed once you’re gone?
Many families try to save pennies while creating their estate plan, but overlook the disasters that can happen after they’re gone.
Don’t let that happen to you or your family!
Your family deserves a plan that works.
LEAVE BEHIND PEACE OF MIND FOR YOUR FAMILY
The death of a loved one is already stressful. A well-designed plan can be a parting gift, bringing peace and gratitude to a difficult time.
UNDERSTAND WHAT CAN GO WRONG BEFORE IT HAPPENS
By working with us, you won’t leave anything to chance. We’ve spent thousands and thousands of hours writing estate plans that work. We’ll guide you through these important decisions and emotional topics with ease and grace.
PROTECT YOUR FAMILY AND YOUR WISHES
As years go by, priorities shift. That’s why your estate plan shouldn’t be a one-and-done affair. We’ll be there to help with updates over the years. And when the time comes, we’ll be there for your family as well.
Show your loved ones how much you really care
1.
SCHEDULE A FREE CONSULTATION
We’ll meet for 30 minutes so we can understand your situation and estate planning concerns.
2.
GET A BULLETPROOF ESTATE PLAN
We’ll combine your wishes with our years of experience to create a smart plan that holds up in practice.
3.
GO LIVE LIFE
Relax knowing you’re leaving a legacy that you can be proud of.
We get it –
it’s no fun to talk
about death & taxes
But you know what’s less fun?
Having your family fight in court after you’re gone because your estate plan was a mess. We’ll make it easy for you to make the important decisions today, so you gain peace of mind knowing you’re taking care of your loved ones tomorrow.
We’ve seen every worst-case scenario, so your family never has to.
We’ve helped hundreds of families to write estate plans that work. We know exactly what traps to avoid, because we’ve spent years in the litigation trenches helping families cope with bad plans.
Your family deserves a plan that works.
We offer three packages to suit your family’s needs.
Planning for Families with Young Children
Make sure your children are cared for in case of the unthinkable.
Planning for Spouses in their 50s or older
Plan for end-of-life needs and the execution of your estate.
Planning for Business Owners
We’ll include tax and succession planning to ensure what you’ve built can last.
When you work with Watson Law Group, we promise:
DEEP LISTENING
We take the time to truly understand your situation and estate planning concerns. We’re not checking off boxes to get you out the door as quickly as possible.
CARING GUIDANCE
We get that these are important decisions about complex, emotional topics. We pride ourselves on being approachable teachers with your best interest at heart.
PLANS THAT WORK
We’ve spent enough time in probate court to know the difference between a flimsy plan and one that holds up in the real world. We’ll help you craft a plan that leaves a legacy, not a mess.
ONGOING SUPPORT
An estate plan shouldn’t be a one-and-done affair. We’ll be there to help with updates over the years as life shifts. And when the time comes to execute the plan, your family can count on our guidance.