California Estate Planning Services

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California Estate Planning Services A boutique law firm focused on Trust Litigation & Estate Planning

🍂 A new season can be a good reminder to check in on more than just your calendar.Marriage, welcoming a child, buying a ...
10/03/2026

🍂 A new season can be a good reminder to check in on more than just your calendar.

Marriage, welcoming a child, buying a home, or experiencing a major family or financial change can all be reasons to take another look at your estate plan.
Your life changes — and your plan may need to change with it.

If it’s been a while since you reviewed your plan, or you’re ready to start one, schedule a consultation with California Estate Planning Services or check out our website to learn more.

📞 714-584-5009

⭐⭐⭐⭐⭐ Another kind review from one of our clients!Estate planning is personal, and we’re grateful for the trust our clie...
09/30/2026

⭐⭐⭐⭐⭐ Another kind review from one of our clients!
Estate planning is personal, and we’re grateful for the trust our clients place in our team. Thank you for sharing your experience and for choosing California Estate Planning Services to help you plan for the future. 💙

Ready to put your own plan in place? Schedule a consultation with our team today or check out our website to learn more.

📞 714-584-5009

Planning for long-term care can bring up important questions about your care, your home, your assets, and your family’s ...
09/29/2026

Planning for long-term care can bring up important questions about your care, your home, your assets, and your family’s future.

Waiting until care becomes urgent can make those decisions feel even more overwhelming. Starting the conversation earlier gives you time to understand your options and determine where Medi-Cal planning may fit into your overall plan.
Don’t wait for a crisis to start planning.

Ready to understand your options? Schedule a consultation with California Estate Planning Services today.

📞 714-584-5009
🌐 CaliforniaEstatePlanningServices.com

📍 Where to Find UsLooking to meet with our team? We’re located in Placentia, California. 📍California Estate Planning Ser...
09/26/2026

📍 Where to Find Us
Looking to meet with our team? We’re located in Placentia, California. 📍

California Estate Planning Services helps individuals and families navigate estate planning, probate, trust matters, conservatorships, Medi-Cal planning, and more.

Consultations are by appointment, so if you’re ready to start planning or have questions about your situation, schedule a consultation with our team.

📍 170 E. Yorba Linda Blvd., Suite 212
Placentia, CA 92870
📞 714-584-5009
🌐 CaliforniaEstatePlanningServices.com

Trustee vs. Beneficiary — do you know the difference?While both are connected to a trust, their roles are very different...
09/22/2026

Trustee vs. Beneficiary — do you know the difference?

While both are connected to a trust, their roles are very different. A trustee is responsible for managing and administering the trust, while a beneficiary has an interest in the trust and may have certain rights to information, distributions, and accountings.

Understanding your role—and your rights—can make a big difference when it comes to trust administration.

Have questions about a trust or your rights as a beneficiary? Contact California Estate Planning Services to learn more.

09/19/2026

Are you a beneficiary of a trust and unsure about what the trustee is doing?

Questions about how money is being spent, what’s happening with property, fees being charged, or how the trust is being handled can leave beneficiaries looking for answers.

Understanding your rights is an important first step. If you have concerns about how a trust is being administered, our team is here to help.

📞 714-584-5009
🌐 CaliforniaEstatePlanningServices.com

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09/15/2026

Think Medicare will cover all of your long-term care needs? 🤔 Unfortunately, that’s a common misconception.

Understanding what Medicare does—and doesn’t—cover can be an important part of planning for your future and protecting your assets.

In this video, we break down the truth about Medicare and long-term care and why planning ahead matters.

📲 Have questions about protecting your future? Contact California Estate Planning Services to learn more.

“Medicare will cover it.” — but is that really the case for long-term care?Many people assume Medicare will cover the co...
09/13/2026

“Medicare will cover it.” — but is that really the case for long-term care?

Many people assume Medicare will cover the cost of long-term care, but the reality can be very different. Understanding what types of care may and may not be covered is an important part of planning ahead.

Knowing your options before care is needed can help you make informed decisions for yourself and your family.

09/11/2026

California’s Medi-Cal asset limits are changing in 2027 — could these changes affect you or someone you love?

Starting July 1, 2027, the asset limits for certain Medi-Cal applicants and beneficiaries will decrease significantly. Understanding these changes now can help you plan ahead and make informed decisions for your family.

At California Estate Planning Services, we help California families navigate estate planning, long-term care planning, and strategies for protecting what they’ve worked hard to build.

Have questions about how these changes may affect you? Click the link in our bio to schedule a consultation or visit CaliforniaEstatePlanningServices.com.


California’s Medi-Cal asset limits are changing in 2027 — and the reduction is significant.Starting July 1, 2027, the as...
09/08/2026

California’s Medi-Cal asset limits are changing in 2027 — and the reduction is significant.

Starting July 1, 2027, the asset limit for certain Medi-Cal applicants and beneficiaries will change from $130,000 to $21,000 for an individual and from $195,000 to $31,000 for a married couple.

If you or a loved one may be affected, now is the time to understand what these changes could mean for your family and your long-term planning.

📖 Read our latest blog to learn more about the 2027 Medi-Cal asset limit changes.

Have questions about your specific situation? Visit our website to schedule a consultation with California Estate Planning Services.

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Placentia, CA
92870

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm
Sunday 9am - 5pm

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