Estate Planning

Estate Planning

Secure your future today

Protecting your assets, your family, and your legacy — every step of the way.

At Chopra Law Office, P.C., we provide sophisticated legal counsel to global investors navigating the EB‑5 Immigrant Investor Program—a strategic pathway to U.S. permanent residency through qualified investment and job creation. With offices in Livermore & Pleasanton, we deliver hands-on guidance from project selection through green card issuance and beyond.

Our Estate Planning Services Include:

Revocable Living Trusts

The foundation of most California estate plans. A properly structured trust avoids probate, provides for seamless administration, and protects your privacy.

We draft standalone wills or pour-over wills that complement your trust. Every will is thoughtfully customized to honor your wishes and family structure

Give trusted individuals the authority to act on your behalf — financially and medically — if you’re ever unable to make decisions for yourself.

We help fiduciaries navigate the complexities of administering an estate after a loved one passes away — compassionately, clearly, and in full compliance with California law.

For entrepreneurs and professionals, we structure plans that preserve wealth, mitigate liability, and ensure smooth transfer of ownership across generations.

We create supplemental needs trusts to preserve public benefits while providing for the future of loved ones with disabilities.

Establish philanthropic vehicles that reflect your values — from family foundations to donor-advised funds.

Why Estate Planning Matters?

Without a plan, California law decides who inherits your assets — and the probate process can be costly, time-consuming, and public. With Chopra Law Office, you gain peace of mind knowing:

  • Your family is protected
  • Your wishes are honored
  • Your legacy is preserved

Whether your estate is modest or complex, we bring clarity, compassion, and confidence to every step of the process.

Who we serve

  • Busy professionals and families
  • Blended families and second marriages
  • Retirees and high-net-worth individuals
  • Real estate and business owners
  • LGBTQ+ couples and chosen families
  • Individuals planning for incapacity or medical care

We are committed to inclusion, confidentiality, and advocacy that reflects your unique circumstances.

Why Estate Planning Matters?

Here’s how we work with you to build a plan that truly fits:

  1. Initial Consultation  We listen. We learn about your family, goals, and concerns.
  2. Customized Strateg  We design a plan that fits your life — not a template.
  3. Execution & Peace of Mind  We ensure everything is legally sound, signed, and stored.
  4. Ongoing Support  As your life evolves, we update your plan — because estate planning is a lifelong process.

Trust & Estate Administration

Guidance for Trustees, Executors & Beneficiaries

Administering a trust or estate can be overwhelming — especially during a time of loss. At Chopra Law Office, P.C., we help fiduciaries and beneficiaries navigate the legal, financial, and procedural responsibilities with clarity, compassion, and efficiency.

Whether you’re managing a living trust after the death of a loved one or probating a will through California’s court system, we guide you through every step — minimizing delays, avoiding disputes, and ensuring compliance.

Our Services Include:

Trust Administration Services

  • Interpreting trust documents and wills
  • Notifying heirs and beneficiaries
  • Inventorying and valuing assets
  • Coordinating appraisals and tax filings
  • Managing real estate, business, and investment accounts
  • Preparing and filing probate petitions (if necessary)
  • Distributing assets in accordance with the trust or will
  • Defending or prosecuting trust and estate disputes

Who We Represent

  • Trustees and Successor Trustees
  • Executors and Personal Representatives
  • Heirs and Beneficiaries
  • Out-of-state fiduciaries administering California assets

Why Choose Chopra Law Office?

We don’t just handle forms and filings — we offer trusted legal counsel during a sensitive and complex time. You’ll receive:
  • Clear, step-by-step guidance
  • Responsive support by phone, email, or video
  • Attention to detail that minimizes costly mistakes
  • A compassionate legal team that respects your time and emotional bandwidth

Schedule a Consultation

If you’ve been named a trustee or executor, contact us promptly. California law imposes strict deadlines, and your personal liability may be at stake if matters are not handled correctly.
Email: info@chopralawgroup.com Locations: Livermore | Pleasanton Phone: (408) 409-5002

Business Succession Planning

Preserve Your Business. Protect Your Legacy.

As a business owner, you’ve invested time, talent, and capital into building something meaningful. But what happens to your business when you retire, become incapacitated, or pass away?

At Chopra Law Office, P.C., we help entrepreneurs and family business owners create succession plans that ensure smooth transitions, protect company value, and honor your long-term goals

Services we offer
Our Business Succession Planning Services
  • Structuring buy-sell agreements
  • Integrating business succession into your estate plan
  • Planning for ownership transfer to children or co-owners
  • Creating trusts to hold business interests
  • Establishing key-person insurance and contingency planning
  • Preparing LLC operating agreements and corporate bylaws with succession triggers
  • Minimizing estate and gift tax exposure
Why Business Succession Planning Matters

Without a clear succession plan, your business may be subject to:

  • Probate court delays
  • Ownership disputes among heirs or partners
  • Tax consequences that reduce its value
  • Disruption of day-to-day operations

A well-crafted succession plan provides peace of mind for you, your family, your employees, and your clients by protecting the future of the business you’ve worked hard to build.

Who We Help
  • Sole proprietors and family-owned businesses
  • LLCs and corporations
  • Professional service firms (lawyers, CPAs, medical practices)
  • Real estate developers and franchise owners
Schedule a Consultation

Your business is unique — and so is your legacy. We collaborate with your CPA, financial advisor, and family members to create a legally sound, tax-efficient, and practical succession plan tailored to your goals.

Let’s protect the business you’ve built and ensure its future is in good hands.

Email: info@chopralawgroup.com

Locations: Livermore | Pleasanton

Phone: (408) 409-5002

How Much Does It Cost to Form a Business with Us?

We offer comprehensive, flat-fee estate planning packages tailored to your needs. Each plan includes personal attention, professional insight, and legally sound documents designed to protect your family and your legacy.

Flat Fee

$2,500

Individual Revocable Living Trust Package

For individuals who want to avoid probate, plan for incapacity, and control how their assets pass to heirs.

Comprehensive Estate Planning Package Includes
  • Revocable Living Trust
  • Pour-Over Will
  • Durable Power of Attorney (Finances)
  • Advance Health Care Directive
  • HIPAA Authorization
  • Guardianship Designations (if applicable)
  • Certification of Trust
  • General Assignment of Personal Property
  • Trust Funding Instructions
  • Final Signing Meeting and Notarization
  • Digital and printed copies of all documents

Flat Fee

$3,500

Married Couple Revocable Living Trust Package

For married couples seeking a unified plan that protects both spouses and their joint or separate property

Includes everything in the Individual Package, plus:

  • Joint Revocable Trust tailored for community or separate property
  • Mirror Wills
  • Two sets of Durable Powers of Attorney and Advance Health Care Directives
  • Customized distributions to children or beneficiaries
  • Spousal coordination and marital tax planning (if applicable)

Flat Fee

$ 1,250 (Individual)
$ 1,800 (Couple)

Will-Based Estate Plan

For clients with modest estates who do not require a trust but still want to name beneficiaries, guardians, and agents for decision-making

Comprehensive Estate Planning Package Includes
  • Simple Will
  • Durable Power of Attorney
  • Advance Health Care Directive
  • HIPAA Authorization
  • Guardianship Nominations (if needed)
  • Final Signing & Notarization

Flat Fee

$ 250 each
$ 400 for both

Advance Health Care Directive & Power of Attorney

For anyone who wants to ensure trusted individuals can make critical decisions on their behalf in case of incapacity.

Package Includes
  • Durable Power of Attorney for financial decisions
  • Advance Health Care Directive for medical decisions
  • HIPAA Authorization
  • Customization based on your preferences for treatment, life support, and end-of-life decisions
  • Notarization included

Flat Fee

$ 500 - $ 1,000 (based on complexity)

Trust Funding Assistance

For trust clients who want help transferring assets into the trust properly to avoid probate.

Package Includes
  • Trust funding memorandum with instructions
  • Sample forms for banks and financial institutions
  • Assistance with re-titling real property into the trust (up to 2 properties)
  • Preparation of deed and recording with the County Recorder (third-party recording fees excluded)
  • Coordination with your financial advisor or CPA, as needed

Flat Fee

$ 2,500 - $ 3,500

Special Needs Trust

For families who wish to leave assets to loved ones with disabilities without jeopardizing government benefits.

Package Includes
  • Standalone Third-Party or Supplemental Needs Trust
  • Integration with your Living Trust or Will
  • Guidance on preserving SSI, Medi-Cal, and other public benefits
  • Coordination with caregivers and fiduciaries
  • Final Signing, Notarization, and Trust Administration Instructions

Flat Fee

Starts at $ 750 (based on changes)

Estate Plan Review & Update

For clients with an existing plan who need updates after marriage, divorce, birth of children, or changes in the law.

Package Includes
  • Review of existing estate plan documents
  • Updates to reflect life changes or changes in applicable law
  • Revisions to trustees, guardians, beneficiaries, or asset distributions
  • Redrafting of estate planning documents, as needed
  • New signing and notarization session

Flat Fee

$ 3,500 or $ 300/hour

Trust & Probate Administration

For trustees or family members responsible for administering a trust or probate estate after a loved one’s passing.

Package Includes
  • Legal guidance for trustees and executors throughout the administration process
  • Preparation of asset inventories and required legal notices
  • Assistance with real property transfers, debt resolution, and tax matters
  • Distribution of assets to beneficiaries in accordance with the estate plan or applicable law
  • Preparation and filing of court paperwork, when probate is required
  • Final accountings and discharge of fiduciary responsibilities

Estate Planning FAQ

Chopra Law Office, P.C. Livermore | Pleasanton Estate planning can feel overwhelming—but it doesn’t have to be. Below are answers to some of the most common questions we receive. If you have specific concerns, we’re just a call or email away.
What is an estate plan, and why do I need one?
An estate plan is a collection of legal documents that specify how your assets will be managed and distributed after your death—and who can make financial and medical decisions for you if you’re unable to. Without one, California law decides for you, often through a public and costly probate process.
What’s the difference between a will and a trust?
  • A Will goes through probate and only becomes effective upon death.
  • A Revocable Living Trust avoids probate and allows for ongoing management of assets during your lifetime, including in case of incapacity. It’s often the preferred estate planning tool in California due to high probate costs and delays.
Do I need an estate plan if I don’t have a lot of assets?
Yes. Estate planning isn’t just about wealth—it’s about control, protection, and peace of mind. Even if you don’t own real estate or have a large investment portfolio, you should appoint trusted individuals to manage your finances and health care if you become incapacitated, while helping your loved ones avoid unnecessary court involvement.
What does your estate planning package include?
Our trust-based estate plans typically include:
  • Revocable Living Trust
  • Pour-Over Will
  • Durable Power of Attorney for Financial Matters
  • Advance Health Care Directive and HIPAA Authorization
  • Guardianship Nominations (if you have minor children)
  • Trust Funding Instructions
  • Final Signing, Notarization, and Printed/Digital Copies
See our Estate Planning Packages & Pricing page for complete details.
Can I name guardians for my children?
Yes. Naming legal guardians in your estate plan ensures your children will be cared for by the people you trust, without unnecessary delays or uncertainty through the court system.
What happens if I become incapacitated?
Without proper legal documents, your family may need to petition the court for conservatorship—a public and time-consuming process. With an estate plan, you can appoint trusted individuals in advance to make financial and medical decisions on your behalf.
How often should I update my estate plan?
We recommend reviewing your estate plan every 3–5 years, or sooner if you experience:
  • Marriage or divorce
  • Birth or adoption of a child
  • Major financial changes
  • Change in residency
  • A death in the family
  • Changes in tax laws
We offer plan reviews and updates for both existing and new clients.
Will my plan include help transferring my home into a trust?
Yes. All trust packages include trust funding instructions, and we offer deed preparation and recording services for an additional fee. Properly funding your trust is essential to avoiding probate.
Do you offer virtual estate planning?
Yes. We serve clients throughout California with virtual consultations, remote document review, and mobile notary services upon request. Whether you live in the Bay Area or elsewhere in California, we make estate planning convenient and accessible.
What are your fees?
Our estate planning services are billed at flat fees, so you always know what to expect.
  • $2,500 – Individual Estate Planning Package
  • $3,500 – Married Couple Estate Planning Package
  • $1,250 – Will-Based Estate Planning Package
Visit our Estate Planning Packages & Pricing page for complete pricing information.
How do I get started?
We begin with a confidential consultation—either in person or virtually—to discuss your family, assets, and goals. We then prepare a customized estate plan, schedule your signing appointment, and guide you through every step of the process.
Is this information legal advice?
This page provides general information only and should not be considered legal advice. For guidance tailored to your specific circumstances, please contact Chopra Law Office, P.C. to schedule a confidential consultation.

Not sure where to start?

Schedule a consultation and we’ll help you build the right plan.

Schedule Consultation