Protection Through Planning
We Help Individuals Beneficiaries Trustees Clients Navigate California Trusts, Estates & Probates
Opelon LLP, a California Trusts, Estate Planning & Probate Law Firm
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We Simplify the Complex
Why Choose Opelon LLP?
We envision a world in which legal services are accessible to all. One where clients understand the legal decisions they are making and are not intimidated by working with an attorney, but rather comforted.
A world where attorneys get to know their client’s goals and concerns and are then able to put their full energy and attention into meeting those goals and alleviating those concerns.
So… how can this tall order be completed?
Put simply, we put our minds to it. And when we put our minds to something, we figure it out.
Our solution is to couple years of experience with new technology. This allows us to automate routine simple tasks (tasks that other firms use to meet their monthly billing quotas) all while eliminating common human error.
The end result?
Our attorneys are able to focus their full time and attention on our clients. Thus, our attorneys are able to produce custom, effective, legal strategies to address and satisfy each client’s unique needs. All at a fraction of the cost of what outdated firms charge.
At Opelon LLP, we pride ourselves on providing legal services that offer more in value than we take in compensation.
That is the Opelon Promise.
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three steps to success
We Will Hold Your Hand Each Step of the Way
Don’t go it alone, let us guide you!
learn About You and your goals
Put simply, the better we know our clients, the better we can advocate for them.
Make a Plan
It all starts with a plan, and the better the plan, the better the outcome.
Execute the Plan
We will be by your side, each step of the way, to assist you and your loved ones in executing your plan.
Protection Through Planning
With a clear, well developed plan, your decisions will be honored when you are not able to voice them.
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Learn More About Probate and Estate Planning
Are you curious about how to fund a trust? Great, because we cannot overemphasize the importance of having a fully funded Revocable Living Trust.
An unfunded or partially funded Revocable Living Trust does not avoid probate. These instructions will help initially guide you in funding your Living Trust.
In 2022 the federal estate tax exemption is $12,060,000 for an individual or $24,120,000 million for a married couple.
So how does this affect you? Put simply, this will only affect you if the total value of your estate exceeds the tax exemption amount.
Probate is a Court process required to manage a Decedent’s estate and distribute his or her assets. Probate is statutorily driven, meaning that much of the process is governed by the statutes/laws passed by the California legislature and set forth in the California Probate Code.
Over and over, we read the stories of celebrities who died with an estate plan.
Whether it’s wills, trusts, or co-ownership agreements, you’d think that these people will have something ready when they pass away. This makes the news of celebrities dying without a will so much more shocking.
A California Durable Power of Attorney is a document that authorizes your agent (a person you choose) to manage your financial affairs if you become unable (or unwilling) to manage them yourself.
An irrevocable life insurance trust (ILIT) is an advanced estate planning vehicle intended to hold life insurance policies. The main goals of an ILIT are to provide liquidity to the insured’s estate on the death of the insured and/or to pass death benefit proceeds to the insured’s beneficiaries free of federal estate taxes
Top California Trusts, Estates & Probates Law Firm
Opelon LLP Serves
All of California
We believe in simplicity. We are experts in our trade and we don’t believe in the billable hour because it misaligns the client’s and lawyer’s incentives. So, we generally work on flat fees. Removing the mystery in billing creates a better working relationship for both of us. Pretty simple, right?
Trusts, Estates & Probate Services for all 58 California Counties
San Luis Obispo
Opelon LLP’s Motto
"Protection through Planning"
We help our clients transfer their hard-earned assets when they want, to whom they want, in the way they want.