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OUR SERVICES

Estate Planning

Secure your legacy with a personalized estate plan designed to protect what matters most. From wills to trusts, we help ensure your wishes are honored and your family’s future is safeguarded.

Our Estate Planning Services


A foundational estate plan is the cornerstone of securing your family’s future and ensuring your wishes are honored. At Rosen Trust Law, we specialize in creating customized plans for clients in Agoura Hills, LA, the Bay Area, and beyond. From wills and trusts to healthcare directives, our estate planning services are tailored to meet the needs of high-net-worth individuals, providing clarity and protection for every stage of life.

Each plan is carefully crafted to safeguard your assets and provide peace of mind for you and your loved ones.
Here’s what it typically includes:

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Revocable Living Trust

Provides flexibility and control over your assets during your lifetime, while simplifying the process of transferring wealth to your beneficiaries without the need for probate.



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Last Will and Testament

Outlines your final wishes, including the distribution of assets and the appointment of guardians for minor children.



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Power of Attorney

Grants authority to a trusted individual to make financial and legal decisions on your behalf should you become incapacitated.



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Healthcare directives

Ensures your medical preferences are respected by appointing someone to make healthcare decisions on your behalf and detailing your wishes regarding treatment options.



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Asset Protection strategies

Shields your estate from potential risks such as divorce, creditors, or lawsuits, ensuring your legacy remains intact.


the estate planning process

01

Initial Consultation

We begin with a comprehensive conversation to understand your goals, family dynamics, and financial situation.

02

Personalized Plan Design

Based on your needs, we design a customized plan incorporating documents like trusts, wills, and directives.

03

Document Drafting and Review

Your plan is meticulously drafted, reviewed, and finalized to ensure every detail aligns with your intentions

04

Implementation

Once your documents are signed and notarized, we guide you through transferring assets into your trust, ensuring everything is properly aligned.

Start Building Your Estate Plan Today.

Call us–(805) 601-6777

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