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Estate Planning

Monterey County Estate Planning Lawyers

Protecting Your Assets, Your Wishes & Your Loved Ones

An estate plan is a template you create to control how your assets will be managed, used, and passed on in the event of your incapacity or death. It can also determine how decisions should be made about your health care and treatment if you become incapacitated.

Your estate plan could include any or all of the following:

  • Revocable Trust/Living Trust
  • Last Will and Testament
  • Living Will or Healthcare Directive
  • Power of Attorney

JRG Attorneys at Law serves the California Central Coast from our five office locations in Monterey, Salinas, Hollister, Salinas, and Paso Robles. Our experienced and dedicated estate planning attorneys and staff are prepared to assist you with putting your wishes into an estate plan tailored to meet your goals. As part of the Family Advantage Group, these attorneys work to ensure that you and your family are cared for and have the best legal advice possible.

Contact a member of our Monterey County estate planning team today at (831) 228-5619.

Safeguard Your Family & Assets with a Viable Estate Plan

Estate planning is an essential tool to safeguard your family and assets. It will specify your last wishes and appoint someone of your choosing to administer your estate. It can ensure your assets transfer to your beneficiaries, specifically name guardians for any minors, help manage your healthcare, follow through with your healthcare wishes, and appoint someone to handle your financial and legal affairs if you become incapacitated.

At JRG, our estate planning lawyers can assist you with determining how your estate is to be administered and can guide you through that process. In probate, where assets are not held in a trust and exceed $150,000 in cumulative value, the process requires supervision from the Court to transfer title. With property placed into a trust, the process can be made easier by having an attorney guide the trustee through the tasks and duties required by law without formal probate.

Avoid Probate & Specify Asset Distribution

Without a plan in place to distribute your estate according to your intent, state laws will determine how to distribute your estate. Sometimes even with an estate plan, family members or friends will challenge distribution provisions. The estate planning attorneys at JRG can guide you toward a plan that embraces your desires and minimizes the risk of future litigation.

Once you have an estate plan in place, it is wise to have it reviewed from time to time. As life and laws can be ever-evolving, our estate planning attorneys will review your estate to ensure any changes, either in the law or your life, get incorporated into your plan.

Experienced Estate Planning Counsel Across California’s Central Coast

We have knowledge and experience in:

  • Estate Planning
  • Healthcare Directives
  • Durable Power of Attorney
  • Revocable Trust/Living Trust
  • Probate
  • Federal Estate Tax
  • Conservatorship

With constantly changing tax laws and codes, estate planning can be overwhelming. At JRG, our attorneys can help you navigate this somewhat puzzling process to ensure your assets and wishes are handled accordingly.

To learn more, call (831) 228-5619. We will be happy to address your concerns.


    "I will continue to use your firm and know that each time I need legal help, your firm will give me the personal attention needed to resolve the question or matter at hand."
    Michael J. Groves, President EMC Planning Group, Inc.
    "I give him my highest recommendation and look forward to working with him again soon."
    Kim Morgan, Director- UBS AgriVest LLC
    "Your dynamic team of specialized attorneys and paralegals who seemed to take a personal interest in the ongoing litigation especially impressed us."
    Otto Kramm- Mission Organics
    "I always felt that I was the firm’s number one client. I highly recommend JRG to anyone that may need its services."
    Chase Kaljian, Senior Manager of Real Estate & Facilities- Driscoll Strawberry Associates, Inc.
    "I always felt that I was your number one client, even though I know that you have many other clients that need your services. The results are all that matters in the long run, and your firm has always obtained good results for us."
    Carole Forest- Past President, Bernardus LLC; Baylaurel LLC
    "I would recommend your firm to any other agricultural businesses that find themselves having to address these issues. I give you and your firm the highest recommendation."
    John Jackson- Beachside Produce LLC
    "You have always provided prompt and timely advice and been available to help even in the evening and on weekends."
    Kent Dawkins- Van Schaack Land Company

Contact Our Firm

Call (831) 228-5619 to Get Started
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The JRG Difference

  • We Are a Local Firm with a Local Base
  • We Are a Long-Established Firm
  • Will Help You through Every Aspect of the Legal Process
  • We Have a Wide Range of Expertise
  • We Know the System & the Players
  • We Participate in Our Local Communities