Phone: (916)660-2041
Toll Free: (877)250-2181


6060 Sunrise Vista Drive Suite 1650 Citrus Heights, CA 95610

Living Trusts, Estate Plans and Wills


Our estate planning service includes: preparing wills, trusts, health care directives, power or attorney, final wishes and HIPAA release forms.


Power of Attorney (Health Care and Finances)


A power of attorney is a written, legal document that appoints an agent to manage your finances for you.

Living Will


A health care directive is a written document that informs others of your wishes about your health care. It allows you to name a person (”agent”) to decide for you if you are unable to decide. It also allows you to name an agent if you want someone else to decide for you.




If you do not have a valid will at the time of your death, state law will determine who your beneficiaries are.