Sacramento, California · Wills & Living Trusts
A practical next step for your family’s changing needs
LaVelle Law Offices helps Sacramento individuals and families create estate plans and revisit documents that may no longer reflect their lives. A new home, a growing family, retirement, or a change in relationships can be a reason to look at the full picture.
If you already have a will or trust, bring it with you. The conversation can start with what has changed, what still works, and which decisions need attention. If you are starting from the beginning, a consultation can help you organize the next steps.
Key Takeaways
- An older plan is a useful starting point for a review.
- Changes in family, property, or chosen decision-makers belong on the agenda.
- Ask about document preparation, fees, and any follow-through your plan requires.
Why Choose LaVelle Law Offices
Our firm offers a free 30-minute initial consultation and explains proposed fees before you decide how to proceed. Led by managing attorney Colby LaVelle, LaVelle Law Offices helps clients ask questions and understand the purpose of the documents being discussed.
Meet Colby LaVelle and learn about the firm, or explore our California estate planning services.
Estate Planning Services in Sacramento
Your documents should be considered together, with attention to your family, property, and goals. Discuss which of the following services fit your circumstances.
Wills
Create a will or discuss whether an existing will still expresses your wishes.
Revocable Living Trusts
Review whether a living trust fits your plan and whether property is appropriately held in it. Trust-held assets generally avoid probate.
Durable Powers of Attorney
Consider a durable power of attorney for financial decisions if you become unable to act.
Advance Healthcare Directives
Review healthcare preferences and the person you want to make healthcare decisions.
Reviewing an estate plan as life changes in Sacramento
A Sacramento homeowner preparing for retirement may have different concerns from a parent creating a first plan. One person may want to revisit who would handle financial matters; another may be deciding how to provide for family. An existing document is only part of that conversation.
Before your consultation, make a short list of changes since your last plan: a property purchase or sale, a marriage or divorce, a death in the family, or a person who can no longer serve in a role. Bring the full document set, including amendments, so the review can consider how the pieces fit together.
Questions Worth Bringing to Your Consultation
- What has changed since you signed your current documents?
- Would your chosen executor, trustee, or agent still be willing and available?
- Have you acquired property that was not part of your original planning?
How to Prepare for Your First Conversation
- Write down your priorities. Note the people you want to provide for and the decisions you want to make clearer.
- Gather what you already have. Bring existing estate documents, an outline of your assets, and questions about property ownership.
- Ask about the proposed work. Discuss recommended documents, fees, signing requirements, and any steps needed after signing.
You can also review our estate planning FAQs before the meeting.
Our Sacramento Office
LaVelle Law Offices500 Capitol Mall, Suite 2350
Sacramento, CA 95814
Phone: (916) 825-2619
Office hours: Monday–Friday, 8:00 AM–7:00 PM.
Please confirm your appointment location and building access instructions before visiting.
View this office address in Google Maps · Sacramento office information
Sacramento and Nearby Communities
Contact the Sacramento office about planning for households in Sacramento and nearby communities such as West Sacramento, Carmichael, and Elk Grove. Residents of East Sacramento, Land Park, and Natomas can also call to discuss their needs and appointment arrangements.
Sacramento Estate Planning FAQs
When should I review an existing Sacramento estate plan?
Consider a review when your family, property, priorities, or chosen decision-makers change. If you are unsure when the plan was last reviewed, bring the complete documents and ask what needs attention.
Can I keep parts of my current will or trust?
Possibly. The answer depends on the documents, your goals, and the changes needed. A review can help determine whether an amendment, replacement, or another step is appropriate.
Do I need to wait until retirement to start estate planning?
No. You can discuss estate planning whenever you want to organize future decisions. Family responsibilities, property ownership, and concerns about who could act for you can all be reasons to begin earlier.
What should I ask about estate planning costs?
Ask what services are included, how changes are handled, and whether work such as transferring property is included or separately charged. LaVelle offers a free 30-minute initial consultation to discuss your needs.
Schedule a Free Estate Planning Consultation
Whether your plan is years old or still on your to-do list, start with a conversation about what you want it to accomplish. Contact LaVelle Law Offices for a free 30-minute estate planning consultation.
More Estate Planning Resources
Estate planning overview · More questions and answers
Other LaVelle locations: Stockton estate planning · Pleasanton estate planning.
Public information: California Courts: Wills, Estates, and Advance Care Planning.
This page provides general information and does not replace advice about your individual circumstances.
