Move Money Safely | Estate Planning
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    Multi-generational family together at home

    Wills & Trusts

    Plan Today.
    Protect Tomorrow.

    Create your will or trust, protect the people you love, and secure your legacy with confidence.

    Protect Your Loved Ones
    Avoid Probate & Expenses
    Your Wishes. Your Legacy.

    Choose the Right Estate Planning Path for You

    Two trusted options. One goal: your peace of mind.

    Option 1

    Attorney Guided Will and Trust

    $1,750 one-time

    Work with an experienced estate planning attorney to create a customized plan for your unique needs.

    • Personalized guidance from an attorney
    • Ideal for larger or blended families
    • Wills, trusts & directives tailored to you
    • Professional support and peace of mind

    Option 2

    Self-Guided Will and Trust

    $750 one-time

    A simple, affordable way to create your living trust online, guided step by step with easy-to-use tools.

    • Create your living trust online
    • Avoid probate and protect your assets
    • Great for straightforward estates
    • Affordable and completed at your pace
    Ariocha Salas

    Meet Your Consultant

    Ariocha Salas

    Financial Consultant & Capital Gains Tax Strategist

    With more than 30 years in finance, Ariocha has built a career spanning wealth management, real estate strategy, and helping families make confident decisions about what they've worked a lifetime to build.

    His focus is financial literacy and responsible planning. He makes sure clients across Silicon Valley understand every option before they sell, and step into retirement in a stronger position.

    "The goal is simple: help you keep more of what you've earned."

    Why Families Trust Us

    One goal: your peace of mind.

    Secure & Confidential

    Your information is kept private and protected.

    Legally Valid

    Documents that meet your state's requirements.

    Trusted by Families

    Families across the South Bay plan with confidence.

    Here to Help

    Real support at every step of the process.

    Frequently Asked Questions

    Quick answers before you take the next step.

    Get in touch

    Let's protect what matters.

    Questions about which plan is right for you? Reach out to us. We're local to Silicon Valley and meet by Zoom or in person.

    Start with a free consult

    A free 15-minute call with our paralegal to walk through your options. No payment, no pressure.

    Schedule your free consult