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PHONE: (209) 416-0353
FAX: (209) 390-9044

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1315 K Street Modesto, CA 95354

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Leguria Law
1315 K Street
Modesto, CA 95354
Ph: (209) 416-0353
Fax: (209) 390-9044

Mon-Fri 8:00 AM to 5:00 PM

Proudly serving families in Stanislaus, San Joaquin, Merced, Mariposa, Tuolumne, and Calaveras counties.

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Living Trust Savings Quiz

5 questions • Instant results • Save thousands

1. Your estate value?

Under $100k $100k-$300k $300k-$500k $500k-$1M $1M+

2. Do you own a home or land?

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3. Do you have minor children?

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4. Do you have elder care concerns?

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5. Email results

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Is your mailing address the same?

My mailing address is the same.

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How many children do you have, living or deceased?

My estate has the following assets:

Business/Partnerships Certificates of Deposit IRA/Retirement Plans Life Insurance Real Estate Stocks, Bonds, Mutual Funds Other

Please check one of the following boxes:

I am ready to proceed with the creation of my plan. My loved one is already in a nursing home, I am ready to proceed with a plan. I am not interested in creating a plan at this time. I’m here for general information only. I need the following questions answered before I am ready to proceed with the creation of my plan:

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I have concerns about a Special Needs family member:

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Section Info

What Really Matters to Me

Please rate the following estate planning goals and concerns on a scale of 1 to 10. (1 being “not important at all” and 10 being “very important.”)

Make sure there’s a written plan to handle my affairs

Make sure Nursing Home costs don’t use up all my assets

Make sure my wishes are honored regarding life support decisions

I want to minimize all Death Taxes

After my death, make sure my estate stays with my children if they get divorced

Protect my life insurance from Death Taxes

Protect my estate if my spouse gets remarried after my death

After my death, protect my estate from my children’s creditors

Protecting my special needs child after my death

Funeral planning for my final arrangements and to make it easier for my family

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Free Estate Planning Checklist

Complete the form below to download the free estate planning checklist.

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