Estate Plan Pros is a specialized estate planning law firm dedicated to creating comprehensive, personalized estate plans for families and individuals in the Sacramento Valley. Led by attorney Erik Hartstrom, the firm stands out for its client-focused approach, offering tailored solutions that ensure each family’s unique needs and long-term goals are met with precision and care.
Since 2013, the firm has provided clear, patient guidance through a process designed to demystify complex legal documents. They emphasize education and long-term support, helping clients understand how to fully integrate assets into their plans to avoid probate and protect inheritances. Their target clientele includes families, retirees, and individuals with specific concerns such as providing for disabled loved ones or managing retirement accounts for future generations.
Services Offered
- Estate planning
- Living trust creation
- Will drafting
- Beneficiary Vault trusts
- Retirement trusts (IRA, 401k, 403b protection)
- Special needs trusts
- Asset integration guidance
- Long-term estate plan support and maintenance
Proudly serving the Sacramento Valley area, Estate Plan Pros offers services in English and provides complimentary initial consultations called “Vision Meetings” to help clients begin the planning process with clarity and confidence.
