STRAHLE LEGACY PLANNING LAW OFFICES is a specialized estate planning firm based in Santa Cruz, California, dedicated to helping clients protect their personal and financial legacies. The firm stands out for its personalized, goal-oriented approach and its ability to offer virtual will and trust services up until the final signing appointment.
The practice focuses on serving families with minor children, seniors, and baby boomers, tailoring each plan to the client’s unique circumstances. Through careful communication, research, and understanding, the firm crafts comprehensive estate plans that reflect each client’s wishes for their loved ones and future generations. Shelli Strahle, the owner and attorney, is also equipped to assist professional trustees and executors with trust administration and probate matters.
Services Offered
- Estate Planning
- Will Drafting
- Trust Drafting
- Revocable Living Trusts
- Living Trust Restatements
- Pet Trusts
- Durable Powers of Attorney
- Health Care Directives
- Certificates of Trust (for privacy)
- Guardian Nominations
- Business Succession Planning
- Trust Administration
- Probate
- Proposition 19 Planning
The firm primarily serves Santa Cruz, Santa Clara, Monterey, and San Benito Counties, as well as all surrounding counties. Shelli Strahle is licensed to practice law in California and is a member of WealthCounsel, underscoring the firm’s commitment to professional excellence and ongoing education in estate planning law.
