Estate Planning
Matthew Tuller
Protecting Your Child’s Inheritance

Parents who develop an estate plan often do so to provide for their heirs financially. Many want to make sure hard-earned assets, family heirlooms, or closely held businesses stay within the family. Indeed, a common question is what cost-effective options are available to protect one’s children’s inheritance from a spouse in the event of untrustworthiness or divorce. Thankfully, there are many ways to structure your child’s inheritance to help ensure it will remain in the family for future generations. Here are a few available options.

Estate Plan, Estate Laws in California, Estate Planning
Matthew Tuller
Free Advance Health Care Directive for Your Bay ...

To help you during this difficult time, we drafted this Advance Health Care Directive template modeled after that California Probate Code Section 4701. This allows you to specify your wishes as to future medical decisions. After completing the Health Care Power of Attorney form, print and sign before a notary public.

Free Advance Health Care Directive for Your Bay Area Estate Plan
Estate Planning
Matthew Tuller
Get the Most Out of Working with Your Attorney

When you hire an attorney for estate planning, help with a loved one’s estate, or other legal matter you want to make sure that the work gets done as quickly as possible and at the best possible value.  Here are some tips to have the most useful and value-oriented law firm experience.

Matthew Tuller
6 Life Events That Require An Immediate Estate ...
6 Life Events That Require An Immediate Estate Plan Update

Trust Settlement

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Estate Planning Checklist for Californians in 2025

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Estate planning isn’t just for the wealthy — it’s for anyone who wants to protect their family and legacy. Here’s a simple checklist to start your plan in 2025:

  1. Create a revocable living trust

  2. Draft a pour-over will

  3. Create a financial Durable Power of Attorney

  4. Create advanced health care directives

  5. Title assets correctly (fund your trust)

  6. Name guardians for minor children (if applicable)

  7. Review and update beneficiary designations

  8. Plan for digital assets (online accounts, cryptocurrency)

Your Next Step:

Work with an experienced estate planning attorney to tailor documents to your situation.

At Tuller Law, we make the process clear, efficient, and personalized.