We believe that the perception of Dickensian complexity and prohibitive cost causes many people to avoid, delay, or neglect their estate planning—which can lead to devastating and expensive consequences for heirs and beneficiaries.

In the Bay Area's expensive housing market, many people's wealth is concentrated in their primary residence. We prepare trusts, wills, powers of attorney and related documents for middle-class clients, with two key goals:

• As our clients age, protecting them from elder abuse.

• After death, ensuring that their desires are carried out and their property passes to their beneficiaries quickly, easily, and at minimal expense.

At Caplan Wilkinson, a full estate plan includes a trust, will, power of attorney, advance directive, and ancillary documents. We believe estate planning should be accessible and affordable for Bay Area families — see our Pricing page for our transparent, flat-fee rates.

Contact us to schedule an estate planning consultation.