Heart-centered counsel
your family needs, wants,
and deserves.
We build lifelong relationships with California families so your estate plan actually protects the people and legacy you care about most.
Kimberly Teal
Founder & California Estate Planning Attorney
Heart-centered counsel for the families, businesses, and legacies of California — built on relationships that last a lifetime. Fully funded trusts, regular three-year reviews, and genuine peace of mind, so your loved ones are never left navigating probate alone.
Flat-fee pricing
Agreed in advance, no surprises
Complimentary reviews
Every three years
Virtual statewide
Coast to foothills
Plans built for every
stage of life
Starter Foundational Plan
The essential documents and decisions that protect your wishes and create a strong legal foundation for the future.
Comprehensive Plan
For established families — trusts, powers of attorney, and Medicaid planning that protect homes and savings.
Advanced Plan
Sophisticated, tax-efficient tools for high net worth families, blended families, and business succession.
Special Needs
Specialized guidance to protect your child's future, preserve government benefits, and ensure ongoing care.
Elder Law
Planning for the legal, financial, and personal challenges of aging with dignity and independence.
Beyond the estate plan
Protecting young children, advising your business, and guiding loved ones through probate.
Kids Protection Plan
Ensure your kids are raised by the people you want, in the way you want — never taken into the care of strangers.
Lifted Business Advising
Whether it's time to grow or time to sell, plan the next step for the business you've poured yourself into.
Probate & Trust Administration
Compassionate guidance for executors, trustees, and beneficiaries through every step of administering an estate.
“It's not just about the documents; it's about the relationship. My clients trust me because we walk through this together.”
Kimberly Teal
A free, 15-minute call to clarify your options
Life changes, laws change, and your estate plan should change with them. Let's talk through your priorities and find the plan that fits your family.