California Estate Planning Services

No matter how large or how modest, everyone has an estate. When planning to pass assets on to the next generation, it’s important to make sure your attorney works closely with your financial planner. A financial advisor can ensure you develop a comprehensive financial plan, including what estate-planning tools you might need—a will, durable power of attorney, living will, living trust—and we will refer you to an attorney to get those documents.

Our Approach

Our professional financial advisors work with you and your attorney during both the development and implementation of an estate plan. As an expert on your finances, your Blakeslee & Blakeslee financial advisor can make sure you ask the right questions when meeting with your estate attorney. It is our goal to help you minimize the amount paid in taxes, legal fees, and court costs associated with fulfilling your estate plan.

Our Estate Planning Services Include: 

  • Working with your attorney to plan and implement an estate plan
A hand holds a key on a keychain, representing comprehensive estate planning

Where Estate Planning and Financial Planning Meet

A California estate planning attorney specializes in creating a secure estate plan that includes all your assets. However, attorneys do not have ongoing access to information about your personal assets or financial accounts. Instead, they draft estate plans based on the information that you’re able to provide. Just one forgotten bank account or property can be problematic down the line. 

This is where your financial advisor can prove most beneficial. Because financial advisors have access to and knowledge of your entire financial portfolio, they are the expert on your assets and investments. We can work with you and your California estate planning attorney to ensure that all your estate plan is comprehensive.

Not sure where to start?

Let the experienced team at Blakeslee & Blakeslee help you take a holistic look at your finances, your goals, and your prospects.