Estate Planning

At Sierra Family Wealth, we offer comprehensive estate planning to protect your assets and ensure smooth generational wealth transfer.

California has some of the most complex laws regarding estate planning. We’re proud of the fact that we’ve never had a client in probate. By working with you and your trusted legal professionals, we’ll help make sure you have a solid plan in place.

Estate Planning Has Never Been This Simple

Estate planning isn’t just about the future—it’s about ensuring your wishes are honored, your assets are protected, and your loved ones are cared for.

Through our partnership with Wealth.com, you now have access to a secure, intelligent estate planning platform that allows you to:

·       Create a complete estate plan in minutes

·       Update or restate existing documents with ease

·       Make changes as life evolves

·       Securely store and share documents with those who need access

Partnering for Added Protection

For complex local estate planning and trust administration needs, we partner with your trusted legal professional to provide a more coordinated service. If your attorney has retired, or you do not have one, and your estate plan is beyond the scope of Wealth.com we will help you find the right attorney for your situation.

Wealth.com analyzes documents by utilizing Artificial Intelligence. Wealth.com also creates legal documents with standard terms, which may not be appropriate for your situation. You should consult a legal or tax professional regarding your individual situation.

Commonwealth Financial Network (“Commonwealth”) does not provide legal or tax advice. Wealth.com is not affiliated with Commonwealth. Commonwealth advisors purchase a license to use the Wealth.com software. Commonwealth receives compensation from each license purchased, which incentivizes Commonwealth to recommend Wealth.com over other providers.