Phone: 805.720.3411                                                                   Email: Info@DeveyLaw.com

Estate Planning

At Devey Law, we believe that thoughtful estate planning is one of the most important gifts you can give to yourself and your loved ones. By creating a comprehensive estate plan, you can protect your assets, ensure your wishes are honored, and provide peace of mind for the future.

Preserve, Protect and Plan 
with Peace of Mind

What Is Estate Planning?

Estate planning is the process of organizing your financial and personal affairs to ensure your assets are distributed according to your wishes after your passing. It also includes planning for potential incapacity, ensuring that decisions about your healthcare and finances align with your values. A well-crafted estate plan can minimize taxes, avoid probate, and prevent family disputes.

Client sitting at a table with a smile happy that she chose Devey Law to complete her estate plan protecting herself and her families future.

Our Estate Planning Services

Devey Law offers a full range of estate planning services tailored to your unique needs. Our services include:

Fully Integrated Estate Plans: We provide fully integrated estate plans tailored to your unique needs, including a pour-over will, trust, power of attorney for healthcare, power of attorney for asset management, and other essential supporting legal documents. Our comprehensive approach ensures your wishes are clearly outlined and effectively implemented, offering peace of mind for you and your loved ones.

Durable Powers of Attorney: Establishing powers of attorney for financial and legal matters to ensure your affairs are managed if you become incapacitated.

Advance Healthcare Directives: Creating directives to outline your medical preferences and appoint a trusted individual to make healthcare decisions on your behalf.

Asset Protection: Developing strategies to safeguard your wealth from potential risks and liabilities.

Business Succession Planning: Assisting business owners in creating a plan for the smooth transition of their business.

Special Needs Planning: Crafting plans to provide for loved ones with special needs while preserving their eligibility for benefits.

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Estate Planning Packages
  • Devey Law creating an estate plan including trusts, wills and powers of attorney for a single individuals.

    Legacy Estate Plan INDIVIDUALS

    This package provides single individuals with a straightforward yet comprehensive approach to protect protect their assets and ensure their wishes are honored. Our Legacy Estate Plan for Individuals includes the core documents needed to manage your affairs, designate decision-makers, and provide peace of mind for the future.

    See What's Included
  • Devey Law creating an estate plan including trust, wills, powers of attorney for a married couple.

    Legacy Estate Plan MARRIED COUPLES

    This plan is designed to help married couples protect their shared assets and provide clarity for the future. Our Legacy Estate Plan for Married Couples includes key legal documents to safeguard your family, designate decision-makers, and ensure that both partners’ wishes are respected. This plan is a practical, comprehensive approach to creating peace of mind for you and your loved ones.

    See What's Included
  • Devey law consulting with a high net worth client to address their estate planning, trust, wills and powers of attorney needs along with addressing federal estate taxes.

    Flex-Legacy Estate Plan MARRIED COUPLES

    A Disclaimer Trust is a type of trust often included in an estate plan to help married couples maximize federal estate tax exemptions and preserve family assets. Our Flex-Legacy Estate Plan for Married Couples allows the surviving spouse the option to “disclaim” (or decline) a portion of the inheritance, which then passes into a separate trust for the benefit of the spouse and, ultimately, other beneficiaries, such as children. This plan is a comprehensive approach to address clients with higher-value estates or specific asset protection and tax strategies.

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  • An attorney at Devey Law reviewing and consulting on an update for an existing estate plan.

    Estate Plan Reviews & Updates

    Life changes, and so should your estate plan. Let Devey Law review your existing estate plan and discuss changes to fit your current situation.

    We offer full Restatements to address comprehensive changes to your existing estate plan or trust.

    We also offer Amendments for specific changes to your estate plan or trust without the need to execute entirely new documents.

    See What's Included

Why Choose Devey Law?

At Devey Law, we take the time to listen to your goals and understand your family dynamics. We provide personalized solutions that reflect your unique circumstances. Our client-centered approach ensures that your estate plan not only meets your current needs but also adapts to changes in your life and the law.

Schedule a Consultation

Take the first step in securing your legacy. Contact Devey Law today to schedule a consultation. Whether you need to create a new estate plan or update an existing one, we are here to help you protect what matters most.

Let Devey Law Guide You in 
Creating a Secure Estate Plan 
for a Brighter, Protected Future.