Six Areas of California
Estate Planning
Each practice area is approached with the same commitment — education first, clarity always, and support that extends well beyond the signing of documents.
Estate Planning for
Business Owners
Estate Planning for California Business Owners
Estate Planning for California Business Owners
Coordinating your business, your family, and your long-term planning.
If you own an LLC, corporation, or partnership interest, your estate plan needs to work in coordination with your business documents, not in isolation from them. When they conflict, complications arise for your family, your partners, and your employees.
Without a coordinated plan, questions about who has authority to operate the business, how ownership transfers, and what happens during incapacity may go unanswered at the worst possible time.
- LLC, corporation, and professional practice planning
- Succession planning: who manages and who inherits
- Incapacity planning: trusted individuals named for business
- Coordination with operating and shareholder agreements
- Buy-sell provision alignment with estate documents
- Trust ownership of business interests for continuity
Business Owner Planning
Coordinated estate planning that protects both your family and your business.
LLC
Corp & Partnership
Full
Succession Planning
Our Process
Ownership Structure Review
LLC, corp, partnership, professional practice
Agreement Alignment
Operating, shareholder, buy-sell provisions
Succession Planning
Who manages, who inherits, clearly defined
Incapacity Authority
Named individuals to manage business interests
Trust Integration
Business interests held in trust for continuity
Own a business? Coordinate your personal and business planning now.
Book a Free Clarity CallFrequently Asked Questions
Can a business interest be owned by a trust?
Yes. Many business interests can be held in a revocable living trust, depending on the governing documents and ownership structure. This approach can provide continuity, simplify administration, and streamline ownership transfers.
Do LLC operating agreements override a will?
Operating agreements often control how ownership interests transfer, which is why estate plans must be coordinated with those documents. When they conflict, complications arise — which is exactly what we help prevent.
What happens if a business owner becomes incapacitated?
Without proper planning, court involvement may be required to manage ownership interests. A coordinated estate plan designates trusted individuals who can manage business interests and exercise ownership rights without court proceedings.
Estimate California
Probate Fees
California probate attorney fees are set by statute and calculated based on the gross value of the probatable estate, not the net equity after mortgages or debts.
This means a home worth $1,200,000 with a $900,000 mortgage may still generate fees based on the full $1,200,000 value. Use this calculator to estimate.
ESTATE VALUE
ATTORNEY FEE RATE
First $100,000
4%
Next $100,000
3%
Next $800,000
2%
Next $9,000,000
1%
Both the attorney and executor are entitled to this statutory compensation. Extraordinary fees may apply for real estate sales or litigation.
Understand the cost of probate.
Enter the gross fair market value of the estate — before any mortgages or debts.
START WITH CLARITY
Estate planning does not need to feel overwhelming.
Understand your situation - Answer initial questions - Determine the right next step