Estate Planning Services

Protect What Matters Most — Today and for Generations to Come

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.

  • Wills

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

  • Powers of Attorney & Advance Health Care Directives

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

  • Trust & Estate Administration

    • 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.

  • Asset Protection & Business Succession

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

  • Special Needs Trusts

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

  • Charitable & Legacy Planning

    • 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.


Transparent Process. Tailored Planning.

  1. Initial Consultation – We listen. We learn about your family, goals, and concerns.

  2. Customized Strategy – 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.

Schedule a Consultation

We welcome you to contact us for a personalized estate planning consultation. Whether you need to create your first plan or update an existing one, Chopra Law Office, P.C. is here to guide you with empathy and expertise.

📍 Livermore | Pleasanton
📧 info@chopralawoffice.com
📞 408 409 5002

Disclaimer: This information is for general purposes only and does not constitute legal advice. Reading this page does not establish an attorney-client relationship.

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.

    • 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

    • Trustees and Successor Trustees

    • Executors and Personal Representatives

    • Heirs and Beneficiaries

    • Out-of-state fiduciaries administering California assets

  • 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

  • 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 things aren’t handled correctly.

    📧 info@chopralawgroup.com
    📍 Livermore | Pleasanton
    📞 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.

    • 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

  • Without a clear 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 plan gives peace of mind to you, your family, your employees, and your clients.

    • Sole proprietors and family-owned businesses

    • LLCs and corporations

    • Professional service firms (lawyers, CPAs, medical practices)

    • Real estate developers and franchise owners

  • 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-smart, and emotionally intelligent plan.

    📅 Schedule a Consultation
    Let’s protect the business you’ve built — and ensure its future is in good hands.

    📧 info@chopralawgroup.com
    📍 Livermore | Pleasanton
    📞 408 409 5002

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

Chopra Law Office, P.C.
Livermore | Pleasanton

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.

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 Powers of Attorney and Health 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.

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.

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.

Includes:

  • Trust funding memorandum with instructions

  • Sample forms for banks and institutions

  • Assistance re-titling real property into the trust (up to 2 properties)

  • Preparation of deed and recording with County Recorder (excludes third-party fees)

  • Coordination with financial advisors or CPAs 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.

Includes:

  • Standalone Third-Party or Supplemental Needs Trust

  • Integration with Living Trust or Will

  • Guidance on preserving SSI, Medi-Cal, and other public benefits

  • Coordination with caregivers and fiduciaries

  • Final Signing, Notarization, and 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.

Includes:

  • Review of existing estate plan documents

  • Update of provisions to reflect life changes or law updates

  • Revisions to trustees, guardians, or distributions

  • Redrafting of documents as needed

  • New signing and notarization session

FLAT FEE or HOURLY

$ 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.

Includes:

  • Legal guidance for trustees and executors

  • Inventory of assets and legal notices

  • Assistance with real property, debts, taxes

  • Distribution to beneficiaries

  • Filing court paperwork (if probate)

  • Final accountings and discharges

Book a Consultation

We’re here to help you protect your family, minimize court involvement, and build lasting peace of mind.
📧 info@chopralawoffice.com | 📞 (408 409 5002)

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 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 portfolio, you’ll want to name someone you trust to handle your finances and health care if you can’t — and ensure your loved ones avoid unnecessary court involvement.

What does your estate planning package include?

  • Our trust-based estate plans typically include:

    • A revocable living trust

    • A pour-over will

    • Durable power of attorney for financial matters

    • Advance health care directive and HIPAA release

    • Guardianship nominations (if you have minor children)

    • Trust funding instructions

    • Final signing with notarization and hard/digital copies

  • See our Rate Card for full details and pricing.

Can I name guardians for my children?

  • Yes, and you absolutely should. Naming legal guardians in your estate plan ensures your children will be cared for by people you trust, without the delay or uncertainty of a court process.

What happens if I become incapacitated?

  • Without legal documents in place, your family may need to petition the court for conservatorship — a time-consuming and public process. With an estate plan, you can appoint someone in advance to handle both your finances and medical care if you become unable to do so yourself.

How often should I update my estate plan?

  • We recommend reviewing your 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

    • New tax laws

  • We offer plan reviews and updates for existing clients and newcomers alike.

Will my plan include help transferring my home into a trust?

  • Yes. All our 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 and offer virtual consultations, remote document review, and mobile notary services upon request. Whether you’re in the Bay Area or beyond, we make estate planning easy and accessible.

What are your fees?

  • Our estate planning services are billed at flat fees, so you know exactly what to expect. Packages start at:

    • $2,500 for individuals

    • $3,500 for married couples

    • $1,250 for will-based plans

  • See our Estate Planning Packages & Pricing page for more details.

How do I get started?

  • We begin with a confidential consultation (in person or virtual), where we learn about your goals, family, and assets. From there, we draft a plan tailored to you, schedule a signing, and provide guidance every step of the way.

Is this information legal advice?

  • This page provides general guidance. For advice tailored to your specific situation, please contact us directly to schedule a consultation.