STRATEGIC LIFE
& LEGACY PLANNING
WELCOME!
We want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love.
We cherish the opportunity to help secure what you love. We look forward to learning your story, hearing what matters to you, and helping you to discover what's actually needed to keep your loved ones out of court and out of conflict when something happens to you (or them). We will work with you to create an estate plan to achieve your goals.
Schedule a free 15-minute phone call now to learn more about what we offer and what you can do to take the next best steps toward creating an estate plan to achieve your goals. We look forward to hearing from you!
WHO WE ARE
Amy Oakden is an estate planning attorney serving individuals and families throughout the State of California.
She believes that the purpose of estate planning is not only to help her clients pass on financial assets, but also their whole family wealth, including their values, spiritual beliefs and intellectual assets.
She is passionate about educating her community on the possibilities of what could happen with no plan – or the wrong plan - in place, and helping her clients determine what plan best suits their needs in order to keep their families out of court and out of conflict.
Through a holistic client-centered approach, Amy guides her clients through the process of planning for incapacity and death with the goal of building a continuing relationship as a lifelong trusted advisor. She prides herself on communicating complicated terms and ideas in such a way that makes the estate planning process easily understandable and accessible to her clients. She ensures that her clients not only leave with an effective plan in place, but that they have a strong grasp of what their plan means and how it will work when they need it.
Amy graduated from Cal Poly Pomona in 2003 with a Bachelor’s degree in English. She earned her law degree with honors in 2006 from Chapman University School of Law. She is admitted to practice law in California and Texas.
Most importantly, Amy is a wife and a mom to three amazing kids. When she is not advising clients and educating her community on the importance of estate planning, Amy enjoys kayaking, paddle boarding, camping and spending time outdoors with her family and their two dogs, traveling, frequenting local restaurants and wineries, and entertaining friends and family with elaborate dinner parties.
OUR SERVICES
ESTATE PLANNING
We will educate you, take the time to get to know you, your family, your concerns, your goals and your issues and will gladly and patiently answer all your questions to produce an estate plan that is exactly right for you and will keep your loved ones out of court and out of conflict. Our process begins with a Life & Legacy Planning Session, where we spend time together and you’ll get informed.
Before your Life & Legacy Planning Session, you will complete a Life & Legacy Inventory and Assessment, which will help you to get clear about what you own and what you have to think about when it comes to planning for the well-being and care of your loved ones. If, after getting clear about your goals and objectives, we both decide that it’s a good fit to work together, then we can design an estate plan together that will best suit the needs of your family. We even have options to protect your beneficiary’s inheritance from lawsuits, spouses and estate taxes.
Contact us to get started with your Estate Plan.
KIDS PROTECTION PLANNING
®
A Kids Protection Plan® is a set of instructions, legal documents and even an ID card for your wallet, which you need to have if you have kids at home who count on you for their well-being and care.
If you are in an accident, your Kids Protection Plan® will make sure your children are never taken into the custody of Child Protective Services, strangers or the care of anyone you wouldn’t want because the authorities don't have clear instructions from you. And your Kids Protection Plan® will ensure your children are raised by people you choose, not someone chosen by a Judge who doesn’t know you.
Contact us to get started with your Kids Protection Plan®.
TRUST & ESTATE ADMINISTRATION
As your Personal Family Lawyer®, we work closely with the family, beneficiaries, and other advisors to ensure the decedent's trust assets are collected, debts are paid, and the remaining assets are distributed to the named trust beneficiaries, or to the heirs of the estate.
Depending on the type of trust involved, assets may be distributed outright to the named beneficiaries, or they might be held in trust for the future benefit of the named beneficiaries. If there is no trust, assets will either be distributed outright to heirs named in a will, or by statute, or held by a guardian named by the court until an heir reaches the age of majority.
Contact us to get started with your Trust or Estate Administration.
