Estate Planning in California – Plan for Life & Legacy

At Newman Law Group, we help individuals and families throughout California—including communities in both Southern and Northern regions—build estate plans that reflect their values, protect their assets, and provide peace of mind. Whether you live in Tustin, San Jose, Sacramento, or Orange County, we’re here to help you make confident, lasting decisions.

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Planning Ahead Isn’t Just Smart—It’s a Gift to Your Family

Estate planning is about far more than who gets what. It’s about making decisions now that protect your family, express your values, and give you peace of mind. Many people think estate planning is only for the wealthy, but the truth is, everyone needs a plan—especially in California, where probate can be costly and time-consuming.


Our estate planning attorneys in California help you plan for incapacity, protect your assets, nominate guardians for minor children, and create clear instructions for your wishes. With offices in Tustin, we serve clients across the state. Whether you need a simple will or a complex trust strategy, we provide clarity, compassion, and trusted legal guidance.

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Key Components of a Strong Estate Plan

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Will and Testament

Ensure your wishes are legally enforceable. A will names guardians for children and outlines how your assets should be distributed. →

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Living Trusts

Avoid probate and maintain privacy with a revocable living trust. Trusts also provide continuity in the event of incapacity. →

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Wills & Trusts Together

Many plans benefit from having both—a trust for assets and a pour-over will as backup. →

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Planning for Minor Children

Protect your kids’ future through guardianship nominations and trusts. →

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Advanced Estate Planning

From asset protection to tax-efficient wealth transfer, we provide strategies for physicians, dentists, and high-net-worth families. →

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Estate Planning for Physicians & Dentists

Medical and dental professionals face unique liability and tax challenges. We design estate plans that protect practice assets, address malpractice exposure, and preserve wealth for future generations. →

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Special Needs Planning

Ensure your loved one with disabilities is provided for without losing Medi-Cal or SSI benefits. →

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Frequently Asked Questions

  • Do I need an estate plan if I don’t have a lot of assets?

    Yes. Estate planning isn’t just about wealth—it’s about making sure your wishes are honored and your family is protected.

  • How often should I update my estate plan?

    Any time you experience a major life change—a birth, death, marriage, divorce, or major asset change—you should review your plan.

  • What happens if I die without a will in California?

    The state will decide who receives your assets and who cares for your children, following California’s intestate succession laws.

  • Can I just use an online form to create my plan?

    Online tools miss important state-specific laws and don’t provide the tailored advice your family deserves. We help you get it right.

  • How much does estate planning cost?

    Our flat-fee model means no surprises. We’ll discuss your goals and provide a clear fee upfront.

Start Planning with Confidence

Let’s Protect What Matters Most to You

Whether you're planning for a growing family or preserving wealth for future generations, we’re here to help. Newman Law Group is your partner for personalized, local estate planning that puts your values first.