Estate planning for people building intentional lives.

Your estate plan should be as intentional as the life you’ve built. Whether that means protecting family, supporting the people you love, providing for your pets, funding charitable causes, or preserving the work you’ve created, we’ll help you build a plan that reflects what matters most.

design your plan

Planning for what matters most

Build a plan around your values
Ensure your pets are cared for
Support the causes you care about

Preserve the work you’ve created
Protect the people who matter most
Leave a legacy with intention

your values. your legacy. your plan.

The Haven Planning Process

Estate planning isn’t just about documents. It’s about making thoughtful decisions
for the life you’ve built and the legacy you want to leave. We’ll help you create a plan that feels true to both.

Strategy Session

We start by understanding your life, your priorities, and the people, pets, causes, and work that matter most. Together, we’ll identify the plan that best fits your goals.

Design Your Plan

We’ll create a personalized estate plan tailored to your values and circumstances, explaining each recommendation in plain English so you can make informed decisions.

Review & Sign

We’ll walk through every document together, answer your questions, make any needed revisions, and finalize your plan with a seamless and convenient signing process.

Keep It Current

An estate plan should evolve as your life does. Major life events, changing relationships, new assets, or shifting priorities may call for a plan review to continue to reflect your wishes.

Call To Action

Add a compelling title for your section to engage your audience.

Use this paragraph section to get your website visitors to know you. Consider writing about you or your organization, the products or services you offer, or why you exist. Keep a consistent communication style.

Questions Before You Get Started

Yes. Haven Legal Studio is designed as a virtual practice so you can complete most of the planning process from home.

Our simple three-step process guides you from information gathering and attorney counseling through plan design, document preparation, and signing. You’ll have an attorney to answer questions, explain your options, and help you make thoughtful, informed decisions—not a stack of forms to figure out on your own.

Most plans are designed to be completed and executed within approximately 6–8 weeks. When it’s time to sign, we coordinate the formalities required for your documents, including an in-person signing when necessary.

It depends on what you own, what you want your plan to accomplish, and how you want things handled both during your life and after your death.

A will directs how certain property should pass at death, but having a will does not necessarily avoid probate. A properly funded revocable living trust can allow assets held in the trust to pass without a probate proceeding and can also provide a structure for managing those assets if you become incapacitated.

You don’t need to figure out which documents you need before contacting us. Together, we develop the plan that fits your life and make sure you understand the plan you choose.

The documents may look like the finished product, but the real work is the planning behind them.

We look at your assets, relationships, decision-makers, pets, charitable goals, incapacity concerns, and the people you do—or do not—want involved. Then we help you understand your options and design a coordinated plan around your actual life.

The goal is not simply to produce documents. It’s to create a customized, comprehensive plan you understand and feel confident using.

Haven Legal Studio uses flat-fee pricing, so you’ll know the cost of your plan before you decide to move forward.

Estate planning shouldn’t begin with a running clock or leave you wondering whether asking another question will increase your bill. Your fee is based on the planning package and services you select, allowing you to ask questions, understand your options, and make decisions without watching six-minute increments add up.

No surprise hourly bills. No mystery about what your plan will cost.

Estate planning is not only about estate taxes or passing down a large inheritance. It also determines who can step in if you become incapacitated, who receives your property, how the people and animals who depend on you are protected, and whether your wishes are actually reflected in the legal documents governing your affairs. Estate planning is relevant during life as well as at death—not something reserved only for wealthy people.

For some clients, thoughtful planning can also reduce taxes, court involvement, administrative expense, or other unnecessary costs. But the larger goal is simpler: protect yourself and what matters to you, and create a plan that gives you peace of mind because the important decisions have already been made.

That’s exactly why our process is structured the way it is.

You do not need to arrive knowing which trust you want, which legal provisions you need, or how California estate law applies to everything you own. We guide you through the information we need, identify the decisions that actually matter, explain your options in plain language, and counsel you through those decisions one at a time.

Facing life’s “what-ifs” can feel overwhelming. Our job is to make the process approachable, organized, and manageable.

Planning resources

Practical guidance for protecting the people, animals, causes, and work that matter to you.

PET PLANNING

What Happens to Your Pet If You Can’t Be There?

Naming someone to care for your pet is just a start. Learn how to plan for emergencies, long-term care, ongoing expenses, and the unexpected.

Read Article

childfree planning

Estate Planning When You Don’t Have Children

Without children, the usual estate planning defaults may not fit. Learn how to plan for incapacity, solo aging, chosen family, and leaving your legacy.

Read Article

incapacity planning

Who Makes Decisions for You If You Can’t?

Estate planning isn’t only about what happens after death. Learn how the right plan keeps your healthcare, finances, and daily life protected during incapacity.

Read Article

charitable planning

Leaving Money to the Causes You Care About

Your estate can support more than people. Learn how to build the causes you care about into your plan—and make sure your legacy goes where you intend.

Read Article