Estate Planning

Ensuring that you, your family, and your financial resources are properly protected.

Estate Planning requires us to ask ourselves some difficult questions.

It has us look at our own mortality in order to ensure our loved ones are protected & financially secure in the event of the unthinkable.

  • What if I become disabled?
  • What if my partner becomes disabled?
  • Will my family be financially secure if something happens to me?

Start Your Estate Plan Today
Let us help you answer those difficult questions. With specialized attorneys in California Estate Planning law and thousands of happy clients, we look forward to serving you and your family.

    What is Estate Planning?

    The process of making sure you have the legal protections in place. To make sure you, your family, and your financial resources are properly protected. This requires you to help the attorney determine what are the most important areas of your life to secure. It involves asking the what if questions of life. What if I become disabled, what if I did, what if my spouse becomes disabled, what if they die, what if my children are unable to take care of themselves when I become disabled or die.

    Why Copenbarger & Copenbarger LLP?

    We Are Not Your Typical Law Firm

    Here is How We Are Different and Why That Matters When Creating Your Plan.

    At Copenbarger and Copenbarger LLP, we assist individuals and families in designing comprehensive estate, asset protection, and long-term care plans that provide financial security, legal protection, and peace of mind.

    The traditional estate planning experience generally consists of meeting with an attorney who gathers some basic information in order to prepare a stack of one-size-fits-all documents. These documents are often crafted with hard to understand language, fine print, and presented to the family with little explanation on how to make the most of the plan and what to do when the time comes. 

    Because you want to do the right thing for your family, you likely sign these documents and leave the lawyer’s office feeling relieved that you have taken care of everything.

     You then take the documents home in a fancy binder and set it on a shelf or in a drawer for the next decade or more, and you never hear from the attorney again. The problem is that life changes. Families change, friends change, your assets and health change, the law changes, but that binder on the shelf stays the same.

    Unfortunately, it is not until you become incapacitated or die and your family finds your long-forgotten binder that they will realize your plan is so outdated that it has nothing to do with your life, your assets, or the law. Worse, it may not even work how you intended because of these oversights.

    Change Happens. We Make Sure You are Prepared.

    We recognize that your family and your wishes are unique and that planning for your future requires an individualized approach. We are one of the few firms in the area that provides this level of comprehensive planning to ensure that your plan actually works when your family needs it. We will help you keep your will, trust, and other planning documents up to date so that you will have complete confidence and peace of mind that your documents will stand up against the test of time and reflect your wishes.

    We Are Here for Your Family After Loss

    At Copenbarger and Copenbarger LLP, we understand the unique set of challenges families face after the death of a loved one. We assist our clients with the process of estate administration to ensure that all loved ones and decision-makers have the information, guidance, and support they need when you are no longer here to provide for them.

    We Believe a Legacy Is More Than Money

    Now, more than ever, we all must be thinking about our legacies and what we can do to empower the next generation of our family and those in our communities with the values and belief systems that power our lives. We cannot rely on society to perpetuate our values. We need to rely on ourselves through our families and those we love and care about to emphasize these values, and to celebrate achievements in life that you have made possible. That is why at our firm, our unique planning process also focuses on helping you memorialize and pass down your intangible family wealth (your values, stories, videos, photos, life’s lessons and memories your loved ones will cherish) in an intentional way that leaves the most impact, and ultimately the world a better place.

    What Happens During Your LIFE Matters to Us Too

    Effective estate planning is about more than just “who gets what” after you pass away. Instead, it ensures that you retain control over your assets and your independence, and that your wishes are carried out if you ever become sick, disabled, or otherwise unable to care for yourself. To do that, we address not just the transfer of your wealth, but also disability (incapacity) issues, coordinating retirement plans, and accessing public benefits to pay for long-term care.

    Ready to Get Started?

    Whether you currently have an estate plan in place, you need help developing one, or you have been tasked with administering the estate of a loved one, we are here to guide you. If you are ready to move forward with your planning needs, we invite you to contact our team and we will work to make the process as easy and stress-free as possible for your family.

    Skip to content