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How to Set Up Your Estate Plan

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    Schedule A Complimentary Consultation

    You will receive a questionnaire to fill out and bring to your no cost consultation. This questionnaire will ensure that the time spent during your consultation is most effective.

  • Attend Your Complimentary Consultation

    Stephen will ask questions and answer your questions to understand your needs and to go over the design of your estate plan.

  • Review Call

    Review your drafts with Stephen.

  • Sign Your Estate Plan

    Stephen will go over all of your documents with you at the signing and your documents will be notarized.

About Stephen

Stephen is a State Bar of California Certified Specialist in Estate Planning, Trust, and Probate Law. To earn the designation of a Certified Specialist, Stephen passed a second bar exam and was favorably recommended by his peers as an expert in his legal field. Only .6% of attorneys in California are Certified Specialists in Estate Planning, Trust, and Probate Law.

For nearly a decade, Stephen has prepared hundreds of estate plans and administered countless trusts. Through his experience, he has gained valuable insight into how to craft a top-notch estate plan that avoids the common pitfalls others make. Stephen doesn’t view estate planning as a transaction, but a relationship. Clients appreciate his clear explanations of the law, his guidance and the fact that he is always there for his clients even after their estate plan is signed.

​Stephen received his J.D. from the William S. Richardson School of Law at the University of Hawai`i where he graduated near the top of his class. He completed his undergraduate education in French Studies and Anthropology at Brigham Young University in Provo, Utah. Stephen is fluent in French. Stephen loves spending his free time with his wife and three kids and enjoys surfing, backpacking, and anything else that gets him outdoors. He is also very active in his community and church.

Stephen also has a YouTube channel where you can learn more about estate planning in California.

Stephen Mark WoodReviewsout of 7 reviews
  • Estate Planning

    Estate Planning means setting up a will or trust to give what you have to whom you want, the way you want and when you want. It also means naming people you trust to take care of you and your loved ones if you become disabled.

    Estate Planning is essential for everyone. So essential in fact that the government creates a plan for you if you don’t. Although well meaning, countless drawbacks exist with the government’s plan, such as court involvement, substantial legal fees, potential taxes, and leaving yourself and loved ones vulnerable to financial predators and creditors. The amount of time, stress, and money that you can save by setting up an Estate Plan is clear.

    The most common hurdle to Estate Planning is procrastination. Most people know they need to do it, but don’t know where or how to start.

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  • Special Needs Trusts

    If you have a child or other loved one with special needs, you know very well the hard work that goes into making sure your loved one is well cared for and receives all the opportunities they need to succeed in life. A Special Needs Trust is a powerful tool that ensures your loved one is cared for after you are gone and that they still maintain their government benefits. Stephen has given numerous presentations to different special needs advocacy groups about special needs trusts and helped countless families set up a special needs trust for their loved one.

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  • Trust Administration and Probate

    When someone dies, whether or not they have a trust, there is work to be done. If there is a trust, we will advise the Trustee on their legal duties and help them through the entire process. If someone dies without a trust, a probate will likely be needed if the estate has real property or is valued at more than $150,000. For smaller estates, there is an easier process to transfer assets to heirs. Regardless of your situation, if a loved one has died, we are here to help.

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Offices in Newbury Park and Orcutt

Newbury Park

3255 Old Conejo Rd, Suite 107

Newbury Park, California

(805) 623-7139

 

Orcutt

340 E. Clark Ave

Orcutt, California

(805) 623-7139

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