Call Us (805) 201-2552

Call Us (805) 201-2552

Call Us (805) 201-2552

Parents and young children driving down the road, sunny day; Elder, Estate Planning & Special Needs Law Firm Terri Hilliard, PC

Estate Planning

The estate planning attorneys at Terri Hilliard, PC are dedicated to helping families of every background plan their estates and protect themselves and their loved ones.
You work hard to achieve success and provide for yourself and your family. Knowing that you have planned for and protected your estate and provided for your family’s long-term well-being and financial security can bring you comfort.
They will take the time to get to know your greatest concerns, your personal goals, and your hopes for your children and other loved ones. The estate plan they create for you will protect your hard-earned assets and use the tax laws for your utmost advantage so you pay the least possible tax.
Their unique counseling process enables you to pass on your values, dreams and work ethic to your loved ones along with their Inheritance.
If you already have a plan, chances are Terri Hilliard, PC can make it significantly better.  After all, an outdated or inadequate plan is often worse than no plan at all.  Contact us today for a complimentary consultation.

Here are just some of the estate planning services provided by Terri Hilliard, PC:

  • Traditional estate planning, including wills, revocable trusts, powers of attorney, health care directives
  • Advanced estate planning, including irrevocable life insurance trusts, gift programs, minors’ trusts, generation-skipping trusts, tax planning
  • Probate and trust administration
  • Charitable planning, including private foundations and charitable trusts
  • Guardianships and Conservatorships
  • Special needs planning
  • Medi-Cal eligibility
“Terri had created a trust for my husband & I and now that my husband has passed away she has helped me navigate through all the important things that must be taken care of & moved me into my Survivors Trust. I could not get through this very difficult time without her great knowledge and direction. She is so very professional yet very caring. I tell everyone I know to create a plan for their future with Terri Hilliard.”

Read more testimonials >

Sandi D., Client.

Traditional Estate Planning
  • Revocable Trusts
  • Wills
  • Powers of Attorney
  • Health Care Directives
Advanced Estate Planning
  • Business Continuity and Succession Planning
  • Asset Protection Planning
  • Long-Term Care
  • Special Needs
  • Generational Asset Protection
  • Charitable Giving
  • Tax Planning
  • Gift Programs
Administrative Services
  • Probate
  • Trust Administration
  • Guardianships
  • Conservatorship
© 2019 Terri HIlliard, PC