Planning Your Legacy PC is a specialized legal practice focused exclusively on estate planning, probate, and trust administration, serving clients in Orinda, California, and surrounding areas. The firm stands out for its client-centered approach, offering complimentary trust checkups and prioritizing long-term relationships with existing clients over expanding its estate planning roster.
The firm is led by Laura W. Patton, Attorney at Law, and emphasizes personalized, attentive service, particularly for trust updates and post-death asset administration. While the practice is closed to new estate planning clients, it remains open to both existing and new clients for probate and trust administration matters. Each engagement begins with a no-cost consultation to assess needs and determine how the firm can assist.
Services Offered
- Estate Planning
- Trust Checkups
- Probate Administration
- Trust Administration
- Durable Power of Attorney Preparation
- Estate Plan Updates
- Consultations for Trust or Estate Administration
Planning Your Legacy PC primarily serves individuals and families in need of guidance through estate settlement and trust management, with a focus on ensuring documents remain current and assets are properly protected. The firm communicates in English and is based in Orinda, CA.
