Estate Planning,
Wills & Trusts

power of attorney services 5
phi nguyen law office

Why Us

As an immigrant, the oldest daughter, a wife, and a mother of two, Phi understands the importance of protecting her elder parents, ensuring her husband and children are taken care of.  Phi is dedicated to safeguarding your hard-earned money in a way that is easy to understand and execute so your immediate and extended family can have the peace of mind.  With her experience and care, Phi will ensure every special circumstance is attended to, every exception are thought of, and every detail is carefully drafted.

Wills & Trusts

A well-structured estate plan is essential for securing your family’s financial future. Key documents such as a revocable living trust, pour-over will, healthcare directives, and guardianship agreements help ensure your wishes are legally protected. Placing assets like bank accounts and real estate into a trust simplifies asset distribution and prevents legal complications. Consulting a wills and trusts ensures your estate plan is thorough and effective. If you need expert guidance on estate planning in California, having the right legal support can provide peace of mind for you and your loved ones.

Transfer Bank Accounts, Primary Home, Investment Properties, and Businesses into the Trust

While the first step is to establish a trust while you are healthy and of a sound mind, there are additional steps to ensure every piece of your asset and income is accounted for in the trust. You will walk away with a notarized binder of trust followed by newly recorded documents and instructions on next steps.