Estate Planning

There are few things as intimidating as the task of completing your estate plan. The best time to plan for your incapacity or passing, though, is while you’re still healthy. With a little time, effort, and guidance from a trusted estate planning professional, you can develop a plan to protect your family and get peace-of-mind. Failing to complete a proper estate plan can place the security of your family and assets in jeopardy.
Kid flying kite with parents

What is Your Estate?

Your estate is comprised of everything you own: your home (including all the stuff inside your home), bank accounts, 401k, business holdings, investment accounts, etc. In addition to what you own, your estate must also consider your minor children and pets.

It’s important to be thoughtful and strategic about how, when, and to whom your estate is divided and distributed. Inaction can lead to the government taking over control of the distribution of your assets after you pass. This is known as intestacy and generally involves probate court. Because this intestacy process leaves your loved ones with few options and places your legacy in the hands of the government.

The Benefits of an Estate Plan

A well-prepared estate plan can ensure the safety and security of your family long after you have passed. A financial planner can help you make important financial decisions about your estate while you’re still in good health and help ensure your trust is funded and safeguarded for the next generation.

If your trust is unfunded (meaning you haven’t put any money or assets in it), your loved ones could face a public, costly, and time-consuming probate experience upon your death. Don’t worry, funding the trust sounds complicated but working with a professional like us makes it fairly easy.

The Trouble with Using a Will Only

Many presume that a will is more than enough to convey their wishes for their estate after they pass. Unfortunately, with only a will, the plans for your assets is only effective upon your death and requires a probate court proceeding to work. If you become incapacitated, your assets will be under the control of a court-appointed conservator.

Even when your distribution plans for your assets are honored, it is easy for loved ones to see an inheritance as a windfall. Too often, a person’s legacy is frittered away by poor decisions made by grieving family members. That’s why most inheritances are gone within a mere five years of receipt. A failure to consider the long-term implications of their financial choices often results in one’s inheritance disappearing practically overnight. With proper estate planning, you can ensure your beneficiaries are taken care of and that the assets are distributed in a way that will be the most beneficial to all involved.

Family laying on the ground

Our Estate Planning Packages & Costs

All of our estate planning packages are done on a flat-fee basis, so clients know how much the plans cost before getting started.

We accept payment by check, cash, and credit card (mastercard and visa).

We also have payment plan options available for clients through AFFIRM Payments.

Our Estate Planning Process

We understand that Estate Planning is generally an item on your To-Do list that keeps getting pushed towards the bottom of your list. Let’s be honest, it’s not glamourous to do and it requires you to think about things that you just don’t want to think about. But, it is so important to ensure that your family is planned for and protected.

Our process is designed to make it as easy as possible for busy families to complete their Estate Plan in 4 to 6 weeks. We have flexible schedules to allow working families to meet in the evenings or even on some Saturdays. We use the latest technology available to ensure the families can access information and messaging 24×7.

Hermance Law Estate Planning Process

Stage 1: Family Planning Appointment

After our phone consultation, the first meeting is an opportunity for us to get to know each other to determine if we are a good fit to work together. You will need to complete a online worksheet at least 2 days prior to our meeting in preparation for it. The Family Planning Appointment uses the worksheet you complete to give us an idea of what your currently family situation and finances are. During the Family Planning Appointment, you meet with an attorney to design an Estate Plan that specifically addresses your family needs. All Estate Plans are done on a flat-fee basis so you don’t have to worry about hidden fees coming up throughout the process.

Stage 2: Pre-Signing

During this stage, your entire Estate Plan is drafted within 2 weeks of signing our legal fee agreement and paying your invoice. An Estate Planning summary is sent to you for your review and we send you any follow-up questions we have. During this stage of the process we use our online secure client portal to share documents and communicate with each other. After you review the summary, you then send back any questions or revisions using our secure client portal. You will also meet with your attorney virtually again during this stage to go through all of your estate planning documents, answer any questions, make necessary changes, discuss trust funding and next steps, and discuss your A-Team of professional advisors. We then finalize all your Estate Planning documents for your Signing.

Stage 3: Signing Estate Planning Documents

At this stage, we have an in-person meeting or online remote signing where you sign your Estate Planning documents. Our hope is at the end of the meeting, you will feel a tremendous weight lifted from you and a feeling of accomplishment for protecting your family.


Stage 4: Post-Signing

Our relationship doesn’t end at the signing. We will be in contact with you every 3 years to review your Estate Plan as part of our service. But that’s not all, as a client you will receive communications from us on an ongoing basis updating you as needed and providing you tips and education on family planning. We are always here for you if you have any questions.

Planning Framework for Parents

The Exceptional Client Experience

At Hermance Law, we strive to provide our clients with the absolute best experience possible. Our offices are child-friendly to accommodate every member of your family. Our team is dedicated to assisting you every step of the planning process. We want you to know that here you aren’t just clients, you are a part of the Hermance Law family.

From Our Clients

We take pride in our work to ensure you have an exceptional client experience. Read our reviews from happy clients:

Crista and her team are amazing. Rick and I had our Family Trust done. We had been talking about doing it for a couple years and it seemed daunting. Crista really helped by taking the time to explain everything instead of just this. We really appreciated her process. One big thing for us was how the appointments were laid out, so as not to waste time, yet spend the time needed to answer questions and get things done. Thank you to Crista and her team for making the process easy and for making us feel special for finally getting it completed!

Jodie Pena

We worked with Jun Shim. He's fantastic. Helped us step by step figure out everything we need to feel good about how we leave things for those we care about. Love how Hermance Law offers great digital options too. Highly recommend!!

Christina Dronen

THE BEST!  Crista Hermance and the Hermance Law team are simply great at what they do. As a fellow estate planning attorney, I have very high standards for others in my field- Crista and Hermance Law is one of the few firms I refer my clients and their families to without hesitation-if you need a knowledgeable, professional, caring advisor to guide you through the estate planning process, look no further - HIGHLY RECOMMEND!

T Ballenger

Such a great firm! My husband and I got our family trust done and are so happy with the service and professionalism we received. They offer so many options for all your needs and budget. We feel very secure and protected now that we have this completed. Not only the attention to detail throughout the process make them great, but the follow up and constant contact make them amazing. While they specialize in families with small children, Hermance Law can assist with all your trust needs. I have already referred them to multiple families of all ages with rave reviews. Worth a consultation, worth following them on social media and the piece of mind you get is priceless!!

Kellye Patterson

Attorney Jennifer Romero from Hermance Law walked us throughout the entire estate planning process answering our questions and providing guidance on the options we have available. Her support made it easier to understand California’s law regarding estate planning and minor children. I highly recommend this service to anyone who needs support with documentation of your wishes. Thank you Jennifer!

Ruth M

We are here to help you

Do you need assistance getting your estate plan completed? We can help you get a plan in place and make sure your wishes are legally documented and that your family is protected, giving you peace-of-mind. To get started, call our office at (805) 518-9633, click below to schedule an appointment, or complete the form below and one of our team members will be in contact with you. We will help you determine what type of estate plan makes sense for your situation. You do not have to make these decisions alone.

Please complete this form and one of our team members will get in touch with you

Contact Us


4476 Market Street, Suite 602
Ventura, CA 93003
(805) 518-9633

2829 Townsgate Road, Suite 100
Westlake Village, CA 91361
(805) 518-9633

28015 Smyth Drive,
Valencia CA 91355

(661) 669-8472

1055 E. Colorado Blvd., Suite 500
Pasadena, CA 91106
(626) 709-2847

15615 Alton Parkway, Suite 450
Irvine, CA 92618
(949) 676-6016

26565 West Agoura Rd., Suite 200
Calabasas, CA 91302
 (818) 626-3543

Serving clients throughout California Virtually 

Disclaimer: The attorneys at Hermance Law, A Professional Corporation, are licensed to practice law solely in California and meets with clients by appointment only. Nothing in this website should be taken as engaging, or offering to engage, in any activities in any jurisdiction where those activities would constitute the unauthorized practice of law or would otherwise be unlawful or improper. The materials appearing on this Website are provided for informational purposes only and do not constitute legal advice. You should not take action based upon this information without consulting legal counsel. This site is not intended to create an attorney-client relationship. The hiring of a lawyer is an important decision that should not be based solely upon any single source of information, including advertising on this Website.

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