What is Estate Planning?

Estate Planning allows you to determine how your property will be managed while you’re living, how it will be distributed at your death, specify your health care wishes in case you are incapacitated and ensure your loved ones are provided for in your absence.

Estate Planning

Living Trust

The flexibility of trusts make them an appealing planning tool. A trust can eliminate the need to appoint a conservator for your estate should you become incapacitated and eliminate the need for probate at your passing.

Special Needs Trust

This special type of trust allows individuals with disabilities to have an unlimited amount of assets in a trust without disqualifying them from government benefits.

Asset Protection Trusts

This type of trust provides creditor and divorce protection for your beneficiaries.​​​​​​​

Durable Powers of Attorney

This document allows you to name an agent to make financial decisions for you in case you are incapacitated in any way.

Advanced Health Care Directive

A healthcare directive allows you to designate an agent to make medical decisions for you in case you cannot speak with a doctor yourself.

Trust Administration

Unlike the probate process, trust administration is a not a court-supervised process. If you have been named as the Trustee of a loved one’s Living Trust, there are certain steps you need to take.


In the event a loved one dies without an estate plan in place, we can help you determine if probate is needed and walk you through this process.

Govt Benefits planning

For those who are facing deteriorating health and in need of additional help, we can help you decide if you qualify for Medi-Cal or Veterans benefits.

Book an appointment

Book a consultation  directly on Cagla Basar’s calendar by simply choosing a date and time that is most convenient for you.

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