Business Details
Your Trusted Estate Planning Partner in California
At Yu & Yu Law, we specialize in crafting personalized estate plans that reflect each client's unique needs and circumstances. Our approach prioritizes direct communication with licensed attorneys who handle every case personally, ensuring no generic templates or rushed processes. With expertise in wills, trusts, probate avoidance, and advanced healthcare directives, we serve individuals and families from all walks of life, including blended families, single parents, and international clients.Our commitment to transparency includes flat-fee pricing after free consultations and flexible payment options. As a family-run practice, we combine decades of legal experience with a dedication to 100% client satisfaction, having successfully resolved thousands of estate planning cases since our founding. Our attorneys maintain active involvement throughout each case, providing clear guidance and personalized solutions.
Services
Estate Planning
Revocable Living Trust
Power of Attorney
Advance Healthcare Directive
Probate Avoidance
Will Creation
Trust Administration
LegalShield Insurance
Flat Fee Services
Free Consultation
Highlights and features
- Personalized estate plans tailored to unique family needs
- Direct communication with licensed attorneys throughout your case
- Transparent flat-fee pricing with free initial consultations
- Family-owned practice with 100% client satisfaction guarantee
- Specialized expertise in international estate planning matters
What people say
Organized and highly professional
Seamless convenient process
Personal attention from attorneys
Reasonable cost structure
100% satisfaction guarantee
Services
Estate Planning
We create customized estate plans that protect assets and ensure your wishes are followed. Our approach combines wills, trusts, and advanced directives to address family needs, tax implications, and healthcare preferences. Each plan considers your unique circumstances, including international assets and complex family structures, while prioritizing probate avoidance and long-term financial security.
Revocable Living Trust
Our revocable living trusts provide probate avoidance and privacy protection. These flexible instruments allow asset management during life and seamless transfer after death. We customize trust structures to address incapacity planning, minor children's needs, and special tax considerations while ensuring proper funding through asset re-titling and beneficiary designations.
Power of Attorney
We establish durable and springing powers of attorney for financial and healthcare decisions. Our documents ensure trusted agents can manage affairs during incapacity while protecting your decision-making authority. We guide clients through agent selection, document execution, and integration with broader estate plans to prevent conservatorship proceedings.
Advance Healthcare Directive
Our healthcare directives outline medical preferences and appoint decision-makers for incapacitated patients. We ensure compliance with California regulations while addressing life-sustaining treatment preferences, organ donation wishes, and healthcare proxy selection. Documents integrate with power of attorney arrangements to create comprehensive incapacity protection.
Probate Avoidance
We implement strategies to bypass probate through trust funding, beneficiary designations, and proper asset titling. Our approach reduces administrative costs and maintains privacy while addressing real estate, investment accounts, and business interests. We combine revocable trusts with pay-on-death arrangements to create efficient asset transfer systems that preserve family wealth.
People
Jay S. Yu
Attorney at Law | Founding Partner
California licensed estate planning attorney with international experience. Cum Laude Juris Doctorate recipient. Professor of Estate Planning at California State University. Recognized in Top 40 Under 40 (Riverside County / Corona). Published author in legal journals.
James S. Yu
Of Counsel
Founding partner with extensive estate planning expertise. Collaborates on complex trust structures and international asset protection strategies. Provides legal guidance for high-net-worth clients and multi-generational families.
Robert L. Montanez
Of Counsel
Specializes in personal injury law while supporting estate planning cases. Ensures comprehensive protection strategies for clients facing complex legal challenges. Maintains active trial experience to strengthen estate litigation preparedness.
Charles L. Staveley
Of Counsel
Estate planning specialist with focus on tax-efficient trust structures. Advises on complex instruments like CRATs, CRUTs, and ILITs. Provides technical expertise for international asset protection and cross-border estate planning.
Questions
What makes Yu & Yu Law different from other estate planning firms?
We provide direct attorney communication throughout your case with licensed professionals handling every document. Our family-owned practice offers flat-fee pricing after free consultations, avoiding hidden costs while serving diverse client backgrounds.
Do I need both a will and a trust?
Most clients benefit from both documents. Wills handle final asset distribution while trusts provide probate avoidance and ongoing management. Our attorneys recommend customized combinations based on your asset complexity and family situation.
How does the free consultation work?
Schedule by phone or email to discuss your estate planning needs. We'll assess your situation, explain available options, and provide pricing details during this no-obligation meeting with one of our licensed attorneys.
Can you help with international estate planning?
Yes, we've successfully handled cases involving assets across 30+ countries. Our experience includes cross-border trust structures, multi-jurisdictional compliance, and international tax considerations for clients with global connections.
What payment options are available?
We accept pre-paid legal plans like LegalShield and ARAG insurance. Most cases qualify for flat-fee arrangements with payment plans available to make estate planning accessible for families at all economic levels.
