Estate planning means putting in writing who will make decisions for you if you cannot, and who will receive your property when you die. For most California families the core plan is a revocable living trust, a pour-over will, a financial power of attorney and an advance health care directive. Vinh Doan Law Office, APC prepares these documents for families in Garden Grove, throughout Orange County, and across California and Texas, in English and Vietnamese.
What an estate plan includes
A complete plan is more than a single document. Each piece has a different job:
- Revocable living trust. Holds your property during your life and passes it to your family after you die, usually without probate court. Read about living trusts.
- Pour-over will. Catches anything you forgot to put in the trust and names guardians for minor children. Read about wills.
- Financial power of attorney. Names someone to pay bills and manage accounts if you are ill or injured. Read about powers of attorney.
- Advance health care directive. Names the person who speaks for you on medical decisions and records your wishes about care.
- Final disposition instructions. Tells your family whether you prefer burial or cremation and what you want done.
- Deeds and funding instructions. A trust only controls what is titled in its name. We prepare the deeds and give you step-by-step instructions for your accounts.
Who should have an estate plan
Almost every adult, but especially:
- Homeowners. Even a modest home in Orange County is often worth more than the California probate limit.
- Parents of minor children, who need to name guardians and decide how and when children receive money.
- Married couples and unmarried partners who want to be sure the other is protected.
- Blended families, where a mistake can leave the wrong person with the house.
- Business owners who need someone to be able to step in.
- Families with property or relatives in Vietnam or another country. We serve families in English and Vietnamese.
Talk to our office
Tell us about your family and we will recommend a plan.
How the process works
- Overview discussion. A short call to understand your family and goals.
- Complete the questionnaire. You answer questions online, in a form or in a guided chat, at your own pace. Start the questionnaire.
- One-hour review appointment. We go through your answers together and recommend a plan.
- Documents prepared. We draft your trust, will and related documents.
- Signing session. You sign with the required witnesses and notary.
- Funding. We help you move your property into the trust so the plan actually works.
Every step can be done remotely by Zoom and phone if you prefer.
Why planning early matters in California
If you die without a plan, California law decides who inherits, and a court usually supervises the process. Probate in California is public, slow and has statutory fees set by the Probate Code. For a $1,000,000 estate, the ordinary attorney fee is $23,000 and the executor is entitled to the same amount, before court costs and any extraordinary fees. A properly funded living trust can avoid that process for the property it holds.
California does not have a state estate or inheritance tax. For 2026 the federal estate tax exemption is $15,000,000 per person, so most families do not owe federal estate tax. The reason most families plan is to avoid probate, to be protected if they become incapacitated, and to make sure the right people receive the right property.
Where we work
Our office is in Garden Grove, California. We serve clients in Garden Grove, Westminster, Santa Ana, Anaheim, Fountain Valley, Huntington Beach, Irvine and the rest of Orange County, and clients anywhere in California and Texas by Zoom and phone. Attorney Vinh Doan is licensed in both California and Texas.
Frequently asked questions
What is the difference between a will and a living trust?
A will only takes effect after you die and must go through probate court. A revocable living trust takes effect as soon as it is signed and funded, can manage your property if you become incapacitated, and usually lets your family avoid probate. Most California plans use both: a trust as the main document and a pour-over will as a backup.
Do I need an estate plan if I do not have much money?
Yes, if you own a home or have minor children. The California small estate limit for people who died on or after April 1, 2025 is $208,850, and a single Orange County home is often worth far more. A plan also covers incapacity, which has nothing to do with wealth.
Can I do my estate plan remotely?
Yes. The consultation, review and signing can all be done by Zoom and phone, with the required witnesses and notary arranged for you. If you prefer an in-person option, ask our office.
Attorney: Vinh N. Doan, Attorney at Law. J.D., Florida State University; LL.M. in Taxation, University of Alabama; MSIM, Boston University. Licensed in California (State Bar No. 296718) and Texas.
Last updated: November 2026. Vinh Doan Law Office, APC, 10971 Garden Grove Blvd, Ste G, Garden Grove, CA 92843.
This page is general information, not legal advice. Laws change, and your situation is unique. No attorney-client relationship is formed until a signed engagement agreement is in place.