Estate Planning
A thoughtful estate plan can protect your family, preserve your choices, and make difficult moments easier.
JLC Legacy Law creates customized California estate plans for life, incapacity, and the transfer of your assets.
Speak directly with attorney Jordan Lane Ceausu.
Why Clients Choose JLC Legacy Law
Attorney-Led Planning
Your plan is designed through direct conversations with an attorney.
Clear Explanations
You should understand what you are signing, why it is included, and what your family may need to do later.
Customized Documents
Your family structure, assets, concerns, and goals guide the plan.
A Process You Can Complete
The process is structured to reduce procrastination and move you from uncertainty to a signed plan.
Our Estate Planning
Wills
Create a legally valid will to ensure your wishes are honored and your assets go where you intend.
Revocable Living Trusts
Protect your estate, avoid probate, and provide for your family with a flexible living trust.
Incapacity Planning
Plan ahead with medical directives and powers of attorney so your wishes are respected.
Power of Attorney (Durable & Medical)
Authorize trusted individuals to manage your financial and healthcare decisions when needed most.
Loved One Planning
Customized estate planning to protect your loved ones and give your family peace of mind.
Step 1: Initial Call with Attorney Jordan Lane Ceausu
You’ll speak directly with Jordan to discuss your goals, ask questions, and confirm we’re a good fit. If you decide to move forward, we’ll send you our Estate Planning Worksheet to get started.
Step 2: Complete the Worksheet
This worksheet helps you gather important information about your family, finances, and wishes. Don’t worry, if anything’s unclear, we’ll walk through it together.
Step 3: Design Meeting (In Person or via Zoom)
Once the worksheet is complete, we’ll meet to talk through your wishes and build the framework of your estate plan. Jordan will guide you through decisions and explain your options clearly.
Step 4: Engagement Agreement
After the Design Meeting, we’ll send you a formal engagement letter outlining the scope of work and the proposed fee for your estate plan. In most cases, this is a flat fee based on the complexity of your plan. Once the agreement is signed and payment is received, we begin drafting your customized documents.
Step 5: Draft Review
You’ll receive draft documents to review at your own pace. We’ll address any questions or changes to ensure everything reflects your intentions.
Step 6: Signing Meeting
We’ll schedule a formal signing session with a notary and witnesses. Once signed, your plan is legally in effect.