Trusts & Wills
A thoughtful estate plan can help families avoid unnecessary conflict, clarify decision-making authority, and protect important assets.
Moravec, Varga & Mooney prepares wills, revocable living trusts, powers of attorney, health care directives, and related planning documents tailored to California families.
Estate Planning Documents We Help Prepare
Which estate planning documents may be needed?
A will can name beneficiaries and guardians, but it may not avoid probate by itself.
A revocable living trust can help manage assets during life and transfer assets after death if it is properly funded.
Powers of attorney and health care directives allow trusted people to help with financial and medical decisions if you cannot act for yourself.
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When to review an estate plan
Estate plans should be reviewed periodically and after major life events to help ensure documents, beneficiary choices, and long-term goals still reflect your wishes.
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Marriage, divorce, or remarriage
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Birth or adoption of a child or grandchild
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Death or incapacity of a spouse, trustee, executor, or beneficiary
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Purchase or sale of real estate
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Business ownership changes
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Major changes in assets, taxes, or family relationships
Trust and Wills FAQs
Related California Trust & Wills Articles
Explore common trust and Wills questions, estate concerns, and California trust guidance from Moravec, Varga & Mooney.
