CREATE PEACE OF MIND FOR YOUR LOVED ONES.
AVOID PROBATE AND COURT OVERSIGHT.
DISTRIBUTE YOUR ASSETS WITHOUT COURT DELAY.
MINIMIZE TAXES. PROTECT ASSETS.
REDUCE THE POSSIBILITY OF EXPENSIVE CREDITOR LAWSUITS AND CONTESTED BENEFICIARY CLAIMS.
PLAN AHEAD FOR MEDICAL DECISIONS.
Stern Law Firm provides comprehensive Estate Planning & Asset Protection
Wills, Trusts, Powers of Attorney and End of Life Decisions
Fill out the form below to schedule your free consultation for Estate Planning and Asset Protection.
Please Note: Completing and submitting your information does NOT create an Attorney-Client Relationship.
About Stephen Stern
With 25 years of legal-tested experience, Stephen understands the importance of Protecting Assets, avoiding Court-Supervised Probate, and devising a strategic Estate Plan. This is crucial not only for Peace of Mind, but also to add an additional burden to family and friends already grieving over your loss. An Effective Estate Plan clearly identifies beneficiaries, including Pets, describes the property to be distributed, and the terms under which the property is distributed. Moreover, it also provides alternatives should the intended beneficiary(ies) not survive you, or have judgment creditors waiting to grab the trust property assets upon distribution. Stephen will assist you with customizing your estate plan to avoid pitfalls, and confusion between and among beneficiaries, to minimize the likelihood of litigation. This also includes drafting Will(s) that pour-over assets into the Trust, and transferring Real Property deeds and other Assets into the Trust. Stephen will explain the roles of Executors, Executrix, Trustor-Trustees and Successor Trustees, Charitable Remainders, and the benefits of different types of Trust. Additionally, Stephen will guide you through the purpose and scope of various Powers of Attorney’s, including for Asset Management and Personal Care, and the roles and authority of empowered Agent(s), as well as the selection options for Advanced Health Care Directive (AHCD).
We all realize that the end is inevitable and Family and Friends will grieve. That’s why it’s imperative that we leave them with Peace of Mind rather than:
- Years of Court Supervision, Appraisal and Audits;
- Court Hearings, and litigation over disputed beneficiary rights;
- Potentially expensive Lawyer’s fees;
- Court determination of Beneficiaries and amounts.

PREPARING FOR THE INEVITABLE!
We provide comprehensive estate planning tools so you can achieve your goals. These tools are in the form of a variety of documents, which include:
- Asset Protection
- Will
- Trusts
- Powers of Attorney for Healthcare
- Power of Attorney for Finances
- Advanced Healthcare Directives
- Certification of Trustee Affidavits
- Bill of Sale
- Real Property Deed
- Probate
- Pet Trust
- Trustee / Successor Trustee
Providing Estate Planning and Asset Protection Services to California’s Central Coast Since 2003
- San Miguel
- Paso Roble
- Atascadero
- Cambria
- Morro Bay
- Cayucos
- Los Osos
- San Luis Obispo
- Pismo Beach
- Arroyo Grande
- Grover Beach
- Oceano
- Nipomo
- Lake Nacimiento
- Ragged Point
- Big Sur
- San Simeon
Contact Stephen Stern to discuss the particular needs of your Estate Plan.
Schedule a free consultation to achieve your financial goals. Reserve a consultation session today!
Please Note: Completing and submitting your information does NOT create an Attorney-Client Relationship.