Your Estate Is Specific. Your Attorney Should Be Too.

Every client works directly with me, from the first meeting to the final plan.

Schedule Your Free Design Session

PRIVATE ESTATE PLANNING · SERVING CALIFORNIA

Flat fee from $2,000No hourly billing
You work with meStart to finish
Anywhere in CaliforniaBy phone or email
Trust deed includedPrepared for your home

Meet your attorney

Your plan should work on the day your family needs it.

Most estate plans look fine on paper. The problems show up later: a house that never made it into the trust, a beneficiary form nobody updated, a will that sends the family to probate anyway. I build every plan to close those gaps.

With more than 10 years of experience, I prepare plans for California families of every shape, including blended families, rental and out-of-state property, business interests, and goals that span generations.

You work with me directly, from the first conversation to your signed plan. Every decision is made with you, in plain English, and nothing is handed off.

Meet Jay S. Yu, Esq. →
Jay S. Yu, estate planning attorney at Yu & Yu Law
Jay S. Yu, Esq.Estate Planning Attorney · Yu & Yu Law

What's in your plan

A complete plan, not a stack of forms

Each document does a different job. Together they keep your family out of court and make sure the right people can act for you.

Living TrustHolds your home and accounts so your family avoids probate. Pour-Over WillCatches anything left outside the trust and names guardians for minor children. Power of AttorneyLets someone you trust handle your finances if you cannot. Healthcare DirectivePuts your medical wishes in writing and names who speaks for you. Trust DeedI prepare the deed that moves your home into your trust. Included in the flat fee. Funding GuidanceClear instructions for retitling your accounts so the trust works when it matters.

How it works

Four steps, one flat fee

  1. 01Free Design SessionWe talk through your family, your assets, and what you want to happen. You leave knowing which plan fits and what it costs.
  2. 02Plan Design and DraftsYour documents are drafted to the design we agreed on. I walk you through them in plain English and make any changes.
  3. 03Review and SignOnce you approve the drafts, I walk you through signing so everything is executed correctly.
  4. 04Deed and FundingYou receive your complete package, including the deed for your home and a step-by-step guide to funding your trust.

Flat-fee pricing

Zero billable hours. You know the cost before any work begins.

One complete plan

The Complete Estate Plan

From $2,000 individual · $2,500 married couple

  • Revocable living trust
  • Pour-over will
  • Durable power of attorney
  • Advance healthcare directive
  • Trust deed for your home
  • Funding guidance
  • Calls and emails during planning
  • Free design session

Larger or more complex estates

Business owners, multiple properties, and tax planning

Everything in the Complete Estate Plan, built out for business succession, additional real estate, and estate tax planning. Your flat fee is quoted at the design session, before any work begins.

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Client reviews

What clients say about working with me

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Popular guides

Answers to the questions I hear most

Visit the Learning Center →
Your homeCan You Put a House With a Mortgage in a Trust?Why the transfer usually does not trigger the due-on-sale clause. TaxesStep-Up in Basis When a Spouse DiesHow a revocable trust can help a surviving spouse on capital gains. Living trustsShould You Put Your Bank Accounts in a Trust?When retitling beats payable-on-death designations.

Start with a free design session

We talk through your family and your goals. You leave with a clear plan and a flat fee, with no obligation.

Schedule Your Free Design Session