Clarity and
peace of mind,
by design.

Intentional legacy planning for what matters most.

Our Philosophy

Estate planning is about making thoughtful decisions with clarity and intention.

At Bedi Estate Law, we take a structured, deliberate approach to ensure your plan reflects your values, your family, and your priorities.

Our work is focused, precise, and designed to give you lasting peace of mind, so that when the time comes, everything is already in place.

Our Services

We provide estate planning services on a clear, fixed-fee basis so you know what to expect from the outset. Each engagement is tailored to your unique circumstances and delivered with care, precision, and discretion.

Best for: Individuals or families with straightforward assets who do not require a trust but need a coordinated legal foundation.

  • Investment: $1,800 – $2,600

  • What’s Included:

    • Will(s): Directs the distribution of your assets and names guardians for minors.

    • Durable Power of Attorney: Appoints someone to manage financial matters if you are unable to do so.

    • Advance Health Care Directive: Ensures your medical wishes are honored.

    • HIPAA Release: Allows your loved ones access to necessary medical information.

    • Guardian Nomination: Included for families with minor children.

The Essential Plan

Best for: Families with multiple real estate holdings or those seeking a higher level of coordination, ongoing support, and long-term oversight.

  • Investment: $5,200 – $7,500

  • What’s Included:

    • Everything in the Standard Trust Engagement.

    • Enhanced Real Estate Support: Includes 1–2 additional deeds to transfer property into the trust.

    • Concierge Funding Support: Structured assistance to implement and complete your trust funding efficiently.

    • Legacy Continuity: A one-year follow-up planning review to ensure your plan evolves with your life.

The Premium Trust Engagement

The Standard Trust Agreement

Best for: The most common choice for California families, especially homeowners. This plan is designed for probate avoidance, continuity, and ease of administration.

  • Investment: $3,800 – $5,200

  • What’s Included:

    • Revocable Living Trust: The centerpiece of your plan to avoid probate and manage assets.

    • Pour-Over Will(s): A safety net to ensure any outside assets are moved into your trust.

    • Comprehensive Health & Financial Protection: Includes Durable Power of Attorney, Advance Health Care Directive, and HIPAA Releases.

    • Funding Guidance: Clear instructions to ensure your assets are correctly titled to your trust.

  • Strategy Review Session: A 60–90 minute structured review of existing documents or specific planning questions ($500 – $750).

  • Standalone Will-Only Plan: For limited-scope needs ($750 – $1,200).

  • Trust Amendments: Flat-fee updates for existing clients ($350 – $500).

Focused Advisory & Add-Ons

Start the conversation

We begin with a focused conversation to understand your goals, your family, and your priorities.

Complete the form and we’ll follow up to schedule your consultation