Estate Planning
Protect Your Family.
Document Your Wishes.
A complete estate plan goes beyond financial strategy — it ensures your wishes are honored, your family is protected, and nothing is left to chance. We help you build every piece of the picture.
Free for Prospective Clients
Start your full estate plan or create individual documents at no cost — your information is kept confidential and we follow up personally.
Last Will & Testament
A will is the foundation of any estate plan. It specifies how your assets are distributed, names guardians for minor children, and designates an executor to carry out your wishes. Without one, the state decides for you.
- ◆Direct asset distribution to beneficiaries
- ◆Name guardians for minor children
- ◆Appoint an executor you trust
- ◆Minimize family conflict and probate delays
- ◆Coordinate with your broader legacy plan
Living Trust
A revocable living trust transfers your assets outside of probate — privately, efficiently, and exactly as you intend. Unlike a will, a trust takes effect immediately and can be updated throughout your lifetime.
- ◆Avoids the cost and delay of probate
- ◆Keeps your estate private (no public court record)
- ◆Seamless asset transfer to heirs
- ◆Protects beneficiaries with conditions and timelines
- ◆Easily amended as your life changes
Healthcare Directive
A healthcare directive — also called a living will — documents your medical wishes in the event you cannot speak for yourself. It removes an impossible burden from your family and ensures your decisions are honored.
- ◆Specifies end-of-life medical preferences
- ◆Names a healthcare proxy to make decisions
- ◆Removes ambiguity for doctors and loved ones
- ◆Legally recognized in California
- ◆Can be updated at any time
Financial Power of Attorney
A financial power of attorney authorizes a trusted person to manage your finances if you become incapacitated. Without one, your family may need court approval — which is slow, expensive, and public.
- ◆Designate a trusted agent for financial decisions
- ◆Covers banking, investments, taxes, and real estate
- ◆Effective immediately or upon incapacity
- ◆Prevents the need for costly conservatorship
- ◆Legally recognized in California
Get Started Today
Two Documents. Free. Right Now.
As part of our commitment to making estate planning accessible, we offer every prospective client the ability to create a Healthcare Directive and Financial Power of Attorney at no cost — through our trusted legal partner platform.
Free Document
Healthcare Directive
Also known as a living will, this document specifies your medical wishes and names a healthcare agent to speak on your behalf if you are unable to do so. Takes less than 10 minutes to complete.
- ◆Documents end-of-life medical preferences
- ◆Names a trusted healthcare agent
- ◆Legally recognized in California
- ◆Completed entirely online
Free Document
Financial Power of Attorney
Authorizes a person you trust to manage your finances if you become incapacitated. Without this document, your family may face a costly court process to gain control of your accounts and assets. Takes less than 10 minutes to complete.
- ◆Designates a trusted financial agent
- ◆Covers banking, investments & real estate
- ◆Prevents costly conservatorship proceedings
- ◆Legally recognized in California
Our Role
We Coordinate the Full Picture.
Estate planning documents only work when they align with your broader financial and legacy strategy. At Vardian, we ensure your legal documents, insurance structures, beneficiary designations, and asset titling all work together — not in isolation.
We coordinate with estate planning attorneys and legal professionals on your behalf, so that your full plan reflects what you actually want — and holds up when it matters most.
Schedule a ConsultationDocument Coordination
We help ensure your will, trust, directives, and powers of attorney are consistent and complete.
Beneficiary & Titling Review
Your legal documents only matter if your accounts, policies, and assets are titled correctly to match.
Insurance Alignment
Life insurance, annuities, and retirement accounts pass outside of your will — we ensure they align with your plan.
Multigenerational Planning
We think beyond the first generation to help you build structures that serve your family for decades.
Ready to Begin?
Start With a Free Document or a Free Conversation
Whether you start by creating a free legal document, opening your full estate plan account, or scheduling a consultation with our team — all three are no obligation, no pressure, and completely free.