How We Help
Estate PlanningKids Protection PlanningAsset ProtectionElder Law & Longterm Care PlanningTrust Administration
About
Blog
Contact Us
CALL (424) 209-9946
How We Help
Estate PlanningKids Protection PlanningAsset ProtectionElder Law & Longterm Care PlanningTrust Administration
About
Blog
Contact Us
CALL (424) 209-9946

Southern California Family Estate Planning

& Legal Business Consulting Services

We're not your typical estate planning law firm.

Here's what sets Alexis Langer Law Estate Planning apart from other California estate planning law firms...

When you think of meeting with an attorney, you might picture bookshelves full of dusty law books, scales and gavels, and intimidating lawyers in fancy suits.

The lawyer says you need a will or maybe a trust, and drafts up some documents. Meanwhile, you don't know what you don't know, so you say "ok, sounds good." and sign them, unsure what they really do, but too afraid to ask because the billable hours are ticking away.

As the years go by, your life, assets, and family change, but law firms typically don't have a system in place to keep your plan updated.

As a result, you wind up with an estate plan that may not work as you intended it.

That's why every estate plan we do includes the following benefits and services:

01

Personalized Custom Plans

Open communication and an understanding of your options are key to designing a plan that best serves your goals and wishes.

I offer flat-fee pricing so that nothing is rushed or left out of your plan...

and you never have to worry about receiving a surprise bill for a phone call or email.

02

Kids Protection Planning

If you have minor children, just having a will alone will not protect your children from being placed in the care of strangers in the event that you become incapacitated or die.

We'll set up a comprehensive Kids Protection Plan that legally names temporary and permanent guardians for your children.

03

Your Plan Stays Up to Date

Most law firms lack the systems to follow up with changes to your lifestyle, family, and assets, resulting in an out-of-date plan that will not work.

We review your plan, free of charge, every three years to ensure your plan accounts for changes in your life.

04

Your Assets Will Be Preserved and Protected

  • We will send letters out to everyone named in your plan to ensure they know what to expect and how to carry out your plan and wishes.
  • We inventory and maintain a list of your assets throughout your life to avoid losing them to the California State Department of Unclaimed Property.
  • We provide asset accountability to make sure your assets are owned in the right way.

05

We Preserve More Than Just Your Money and Things

Passing on your legacy is about more than just money and stuff. I'll help you share and preserve your values, stories, and more during your Family Wealth Legacy Interview.

How We'll Work Together

REVIEW

We start with a careful review of what would happen to you and your loved ones under your current estate plan, or without a plan.

DESIGN

Once you're equipped to make an informed decision, we'll work with you to design a plan based on your goals and values.

preserve legacy

PRESERVE

Most estate plans stop short at protecting your financial assets. I'll help you preserve and pass on what really matters to you.

Feel Confident In Your Plan

We want you to feel confident that you are making the best choices for yourself and your loved ones. Before creating a personalized plan, I will ask questions to get a full picture of your situation and goals.

Then I'll help you understand your options without talking down at you or overwhelming you with jargon or confusing legal-ese.

We've thoughtfully packaged what we do into customizable options for you and your family. All of our fees are flat-rate and agreed to in advance so there are no surprises.

Guardianship Nomination

What's Included In Your Estate Plan?

Your plan may include elements of all of the following, depending on what is best for you and your family:

1. Wills, Trusts, and General Powers of Attorney
2. Health Care Directives and Medical Powers of Attorney
3. Guardianship Nominations
4. Asset Protection Planning
5. Special Needs Planning
6. Kids Protection Plan
7. Trust Administration

Planning for Families

I work with families of all shapes and sizes to develop a plan that works to achieve your goals. Together we can:

  • Preserve your wealth
  • Keep your affairs private and out of court
  • Protect your legacy for years to come
  • Protect your vision for a non-traditional living arrangement

Protection for Your Children

Your children mean the world to you. Yet most estate plans do the bare minimum to protect them. At the law office of Alexis M. Langer, APC, I take pride in building comprehensive plans that:

  • Make sure your children are cared for by the people you choose
  • Prevent custody battles and disputes
  • Protect your child's inheritance from creditors, divorce, or abuse

Planning for Singles

You've worked hard to get where you are. No matter what stage of life you're in, you want to make your own decisions and protect what you've created. Together, we can:

  • Make sure your medical and healthcare wishes are always honored and respected in the event of illness
  • Ensure your assets are passed on according to your plan (not the State's plan for you)
  • Keep your assets protected if you're anticipating marriage or divorce.
Photo of a California beach home property

Asset Protection Planning

The right estate plan can offer you and your business protection from unexpected liabilities or expenses including:

  • Divorce
  • Health issues
  • Long-term care needs
  • Creditors
  • Lawsuits

Trust Administration

Dealing with the loss of a loved one can be difficult enough from an emotional standpoint. Knowing what to do with a loved one's estate can add to the difficulty.

As your trusted advisor, we work closely with the family, beneficiaries, and other advisors to accomplish the following duties without unnecessary delay and with the utmost respect for your personal privacy and relationships:

  • Identification, collection, and determination of values of assets
  • Payment of all debts, expenses, and taxes from estate and trust assets, with submission of regular accountings
  • Advice as to the disposition of jointly held assets, life insurance, and retirement benefits that pass outside a will or trust
  • Preparation of state and federal, gift, generation-skipping transfer, and gift tax returns
  • Notifying all heirs and beneficiaries of the trust or estate
    Communicating with beneficiaries
Image of candles

Hi, I'm Alexis,

California Estate Planning & Business Planning Attorney


I'm passionate about helping Southern California families and business owners protect their assets and preserve what matters to them for generations to come.

When I first started practicing law in the South Bay, I realized the estate planning industry isn't designed to serve growing families or protect their children to the fullest extent possible.

That's why I built my own practice, the Law Office of Alexis M. Langer, APC.

My goal is to offer Southern Californian families, business owners, and individuals a comprehensive and welcoming approach to estate planning, asset protection, and business planning.

Let's build a plan tailored to your needs. To schedule your free 15-minute initial consultation, click below.

Schedule Free Initial Consultation