Estate Planning for California Individuals
Thoughtful planning to protect your assets, your family, and your future.
Kathie Browne helps clients create clear, effective estate plans tailored to their personal and financial goals. Our approach is practical and coordinated—especially for clients who own businesses or significant assets.
Revocable Living Trusts
The Foundation of Your Estate Plan
- Avoid probate
- Maintain privacy
- Provide continuity during incapacity
- Control distribution of assets
Wills
Essential Supporting Documents
- Pour-over wills
- Guardianship nominations
- Asset distribution instructions
Powers of Attorney
Plan for Incapacity
- Financial powers of attorney
- Healthcare directives
- Medical decision authority
Estate Planning for Business Owners
We integrate your estate plan with your business structure to ensure continuity and smooth transitions.
- Transfer of business interests
- Coordination with succession plans
- Trust ownership strategies
- Minimizing disruption
Schedule a Consultation
If you’re ready to put a plan in place or need help updating an existing one, contact us today.
“If you are looking for an outstanding estate planning attorney, I highly recommend Kathie Browne. I have worked with Kathie for over 20 years for my will and trust planning, and her professionalism, knowledge, and attention to detail are exceptional.
Estate planning is complicated, but Kathie has the ability to explain everything clearly and make sure every detail is handled properly. She is extremely thorough and takes the time to understand your goals so your estate plan is structured exactly the way it should be to protect you and your family.
What I appreciate most is her integrity and the genuine care she shows for her clients. You never feel rushed, and you always feel confident that your legal documents are accurate and complete.
After more than two decades working with Kathie Browne, I can say without hesitation that she is one of the most knowledgeable and trustworthy estate planning attorneys you could choose. If you need help with a will, trust, or estate planning, you will be in excellent hands. Thank you Kathie!
– Anthony