Estate Planning
The Life & Legacy Planning® Your Family Deserves
Protecting what matters most isn’t about legal forms—it’s about making loving, informed choices today, so your family finds clarity, protection, and peace tomorrow.
At the Law Office of Michael Kerr, PC, estate planning is a personalized process centered on your loved ones, your stories, and your future.
Why Estate Planning Matters
Take Control—Protect What Matters Most
Life is unpredictable. Without a plan, California’s courts—not you—decide what happens to your property, your children, your legacy.
This often means delays, public records, rising costs, and added stress for those you care about most.
Michael helps you take back control, avoid unnecessary conflict, and create lasting peace of mind:
Keep your wishes clear and enforceable
Name trusted guardians for minor children
Protect family privacy and keep affairs out of court
Ensure your legacy continues with purpose
What’s Included in Your Plan
Comprehensive Protection—Tailored for Your Loved Ones and Future
Michael’s estate plans are built to cover all that makes your family unique
Last Will & Testament: Directs who inherits your assets and who cares for your children
Revocable Living Trust: Avoids probate, delivers privacy, and ensures your wishes are honored
Durable Power of Attorney: Designates who can manage finances if you’re unable
Advance Health Care Directive & Proxy: Defines your medical desires, ensures you have an advocate
Beneficiary & Asset Review: Coordinates your accounts to avoid lost property or missed opportunities
Guardian Designation: Ensures your children’s future is in caring hands
Special Needs & Long-Term Support Planning: Protects vulnerable loved ones across generations
Our Approach:
Heartfelt, Hassle-Free, and Completely Customized
Unique Benefits of Working With Michael Kerr
With Michael, you’re never handed a cookie-cutter solution. Every plan begins with a conversation—understanding your family dynamics, life goals, and the unique dreams you want to protect.
Our Life & Legacy Planning® means guidance every step of the way, compassionate listening, and answers in plain language.
Personal Guidance
Michael gets to know you—your story, your priorities, your concerns—and designs every plan to fit you.
Continual Support
As your life changes, your plan adjusts. Michael stays connected and makes updates simple.
Education & Empowerment
Learn what matters, why it matters, and feel confident every step.
Our Process: Simple Steps, Real Results
Your Journey to Confidence, Clarity, and Lasting Peace of Mind
Discovery Call: Schedule a complimentary consultation—get answers, feel heard, and understand your options.
Family Wealth Planning Session: Collaborate on a plan tailored to your needs, values, and budget.
Execution & Peace of Mind: Documents are drafted, explained, and signed with clarity and confidence.
Ongoing Relationship: Michael is your lawyer for life—providing ongoing check-ins and support as your needs evolve.
FAQs
Common Questions About Estate Planning
Do I need a will or a trust?
A will names your wishes, but it still goes through probate. A trust offers privacy, efficiency, and more control. Michael guides you to the right fit for your life.
Is estate planning only for wealthy families?
No. Everyone who loves someone or owns anything can benefit from a thoughtful estate plan.
How often should I update my plan?
Whenever major life, family, or financial changes arise. We make updates easy and accessible.
Let’s Talk
Ready for Real Peace of Mind?
Don’t leave your family’s future to chance or the court system.
With Michael Kerr, Esq., you’ll have a trusted advisor by your side—protecting everyone you love and everything you cherish, now and for generations.