Wiseman’s Planning is a licensed and bonded legal document assistant service based in Meadow Vista, California, specializing in helping individuals and families prepare essential legal documents without providing legal advice. With a focus on estate planning and personal resiliency, the firm stands out for its compassionate, detail-oriented approach and commitment to making crucial planning accessible and affordable.
Led by Stacy L. Wiseman, who brings decades of experience in legal and real property research since 1984, the team emphasizes education, preparedness, and personalized support. They serve clients throughout California, offering sliding scale and low-income options to ensure everyone can create a comprehensive plan. Their unique value lies in combining professional expertise with deep personal understanding of loss and transition, empowering clients to navigate medical, financial, and end-of-life matters with clarity and confidence.
Services Offered
- Estate Planning
- Trust Preparation (Basic Family Trust Package for Couples, Single Person Trust Package)
- Will Preparation (Basic Will & Health Package)
- Powers of Attorney (Health & Finance)
- Dementia Directive
- HIPAA Authorization
- Deed of Trust Preparation
- Appointment of Powers of Attorney for Minor Children
- Final Disposition Instructions
- Letters of Intent
- Master Document Preparation
- Notarization of Documents (Mobile Notary Services)
- Bi-Annual Document Reviews
- Probate Assistance (case by case)
- Deed Preparation
- Conservatorship Documentation
- Divorce Document Preparation
- Expungement Assistance
- Legal Research and Writing
- Medical, Legal, and Vital Record Retrieval
- Case Analysis
- Long Term Care Insurance Consultation
- Life Insurance Consultation
Operating by appointment and available statewide, Wiseman’s Planning assists clients in English and emphasizes education and resilience planning. Stacy Wiseman is a licensed LDA (#17-007) and a licensed insurance agent (#4017197), bringing both legal document and insurance expertise to support holistic client preparedness.
