Thank You for Caring

Your visit is a step towards planning for everyone and everything you love.

We look forward to hearing your story - what matters to you - and designing a plan to keep your loved ones out of court and out of conflict if something should happen to you (or them).

In one sentence, we help families avoid collapse after the death or disability of a loved one.

To learn more about this important planning:

Undecided?

That is totally fine. It is normal to feel a little uneasy about estate planning.

Many of our happiest clients started just where you are right now. But when they read the best selling book on estate planning for families, Wear Clean Underwear (I know, it's a funny name, right?), they felt more at ease, educated and informed about this important planning than they ever had before. And they love the peace of mind that comes with knowing everything is set up the right way for themselves, their future, and their loved ones.

Thank You

Thanks for your interest. I know you have a lot of options when it comes to legal planning. TrustCounsel PC provides Personal Family Lawyer services to residents of So Orange County.

Steps to Protect Your Family Now

  1. Create or update your Healthcare Directives;
  2. Name Temporary Guardians for your minor children, and plan for their protection if you are unable to be with them;
  3. Establish your Power of Attorney for Financial Management, so that your named Agent can take action for you if you can't; and
  4. Share these with those you've named, so that they are aware, ready, and prepared to act if needed.

Black Panther Star Chadwick Boseman Dies Without a Will – Part 2

By David Talley | 2020-10-30

Black Panther Star Chadwick Boseman Dies Without A Will-Part 2 On October 15th, nearly two months after the death of Black Panther star Chadwick Boseman, his wife, Taylor Simone Ledward, filed documents with the Los Angeles probate court seeking to be named administrator of his estate. Earlier this year, Boseman and Ledward were married, and…

Silverado Fire Sparks Digital Transformation

By David Talley | 2020-10-30

On Mon, my family joined the 100K ordered to evacuate as Southern California’s  Silverado Fire approached. Driving to safety, I couldn’t help but think of everything we’d left behind…all our memories – art, books, family albums, heirlooms passed down through four generations…things my wife and I collected and curated during our life together… Now I…

Black Panther Star Chadwick Boseman Dies Without a Will – Part 1

By David Talley | 2020-10-25

Black Panther Star Chadwick Boseman Dies Without A Will—Part 1 On October 15th, nearly two months after the death of Black Panther star Chadwick Boseman, his wife, Taylor Simone Ledward, filed documents with the Los Angeles probate court seeking to be named administrator of his estate. Earlier this year, Boseman and Ledward were married, and…

Start Planning Now to Prepare Your Estate for a Possible Democratic Sweep—Part 2

By David Talley | 2020-10-19

Plan for the Changes Ahead No matter who you vote for on November 3rd, you may want to start considering the potential legal, financial, and tax impacts a change of leadership might have on your family’s planning. As you’ll learn here, there are a number of reasons why you may want to start strategizing now…

4 Reasons Why You Can’t Afford to Go Without An Estate Plan

By David Talley | 2020-10-14

4 Reasons Why You Can’t Afford to Go Without An Estate Plan October 19th-25th, 2020 is National Estate Planning Awareness Week, so if you’ve been thinking about creating an estate plan, but still haven’t checked it off your to-do list, now is the perfect time to get it done. If you or anyone you love…

Start Planning Now to Prepare Your Estate for a Possible Democratic Sweep—Part 1

By David Talley | 2020-10-12

No matter who you are voting for on November 3rd, you may want to start considering the potential legal, financial, and tax impacts a change of leadership might have on your family’s planning. And as you’ll learn here, there are a number of reasons why you should start strategizing now, because if you wait until…

What You Should Know Before Agreeing to Serve as Trustee

By David Talley | 2020-10-05

Being asked by a loved one to serve as trustee for their trust upon their death can be quite an honor, but it’s also a major responsibility—and the role is definitely not for everyone. Indeed, serving as a trustee entails a broad array of duties, and you are both ethically and legally required to properly…

6 Changes to Watch For In Your 2020 Taxes

By David Talley | 2020-09-28

Although you may have just filed your 2019 income taxes in July, now is the time to start thinking about your 2020 return due next April. While it’s always a good idea to be proactive when it comes to tax planning, it’s particularly important this year. In addition to annual updates for inflation, the Coronavirus…

Once Your Kids Are 18, Make Sure They Sign These Documents

By David Talley | 2020-09-21

  While estate planning is probably one of the last things your teenage kids are thinking about, given the dire threat coronavirus represents, when they turn 18, it should be their (and your) number-one priority. Here’s why: At 18, they become legal adults in the eyes of the law, so you no longer have the authority to…

Lose An Old 401(k)? 6 Tips to Find It

By David Talley | 2020-09-14

  The days of working for a single employer for decades until you retire are over. Today, you are much more likely to change jobs multiple times during your career. According to the Bureau of Labor Statistics, today’s workers have held an average of 12 jobs by the time they reach their 50s. Since people…

Have You Made Decisions About Your Own Healthcare?

Without your written consent, the law prevents anyone (including your own spouse) from accessing your medical information.
You can decide who has access to your information, and who you want to make medical decisions for you if you are unable to make them yourself.