Estate Planning
Temecula Estate Planning Attorneys
Living trusts, wills, and powers of attorney for Temecula families. Free consultation. Flat fees from $2,500, quoted in writing.
Temecula
Planning in southwest Riverside County
Temecula draws retirees and families who have moved from elsewhere, and many have grown children who live far away. That raises a practical question: who steps in, and how, when you no longer can.
A home worth about $775,000, close to a typical Temecula home value, would generate about $37,000 in statutory attorney and executor fees if it passed through probate. Riverside County Superior Court hears probate cases from the Temecula area at the Southwest Justice Center in Murrieta, and a typical case takes 9 to 18 months.
A living trust avoids that process, and a successor trustee who lives out of the area can manage a trust without appearing in court. A durable power of attorney and health care directive cover the decisions a trust does not.
Our office is in Corona, and we handle the consultation and planning meetings remotely, so you can work with us from Temecula. Every plan is designed and drafted by a Montanez Yu attorney.
Plans we prepare in Temecula
Updates to plans made in another state
Probate by the numbers
What probate would cost in Temecula
01
About $775,000
A typical Temecula home value in recent Zillow estimates. Probate fees are figured on that full value, before any mortgage is subtracted.
02
About $37,000
Statutory attorney and executor fees combined if that home passes through probate, before court costs, appraisal, and publication.
03
9 to 18 months
A typical formal probate, per the California courts. With a funded living trust, your successor trustee can act without a court case.
04
From $2,500
Our flat fee for a complete plan for one person; $3,000 for a married couple, quoted in writing. See what it covers.
Common questions
Temecula estate planning questions
What does a plan cost?
Our flat fee for a complete plan starts at $2,500 for an individual and $3,000 for a married couple, quoted in writing before any work begins. The consultation is free. See what the flat fee covers.
Is it too late to plan if we are retired?
No. As long as you have capacity, you can create or update a plan. Retirement is often when it matters most, because planning for incapacity becomes as important as what happens at death.
Do I have to drive to Corona?
No. We handle the consultation and planning meetings remotely, so you can work with us from home.
We moved here with a trust from another state. Is it still valid?
Generally, yes. But it may not reflect California community property rules, and your home here needs a California deed into the trust. We review existing plans and recommend what to update.
Our children live out of state. Can they serve as trustee?
Yes. A successor trustee does not have to live in California, and much of trust administration happens by mail and online. We can help you choose a backup who is closer if that makes sense.
Do you speak Spanish?
Yes. Se habla español. Tell us when you call and we will arrange it.