Estate Planning
Protecting What Matters Most
Estate planning is about ensuring your wishes are honored, your loved ones are protected, and the life you've built is preserved. At Diaz Vidales PLLC, we create comprehensive, customized estate plans tailored to your life stage, your family, and your goals.
Estate Planning for Parents
We help you answer that question with legal plans that ensure your children are protected, cared for by the right people, and provided for financially—no matter what the future holds.
Whether you have a newborn, teenagers, or children with special needs, we create plans that give you peace of mind.
For parents, estate planning comes down to one essential question: What happens to my children if something happens to me?
Critical decisions we help you make:
We help you designate guardians who share your values, parenting philosophy, and commitment to your children's wellbeing.
Who will raise your children?
Your first line of defense will be life insurance. We structure trusts and financial arrangements that ensure your children's needs are met—from daily expenses to education costs—while protecting any assets and life insurance payouts from mismanagement and outside claims.
How will your children be provided for?
We help you appoint trustees you trust to manage funds responsibly, with clear instructions on how and when money should be used for your children's benefit and when it can be given outright to your children, if ever.
Who will manage the money until they're ready?
WHat's included
Revocable living trust
Wills
Irrevocable life insurance trusts, if needed for tax planning
Guardianship designations for minor children
Life insurance planning and beneficiary coordination
Instructions for trustees on education, healthcare, and values
Healthcare directives and powers of attorney for parents
Letters of intent with personal guidance for guardians
Estate Planning for Business Owners & Entrepreneurs
If you've built a business, your estate plan needs to protect both your family and the enterprise you've created.
We help business owners address the unique challenges of succession, valuation, and business continuity while ensuring loved ones are provided for fairly.
Key considerations for business owners:
Who takes over your business if something happens to you? Do you want it sold, transferred to family members, or continued by partners? We create succession plans aligned with your vision.
Business succession planning
Businesses often represent the majority of an owner's wealth, but lack liquidity. We structure plans that provide for your family without forcing a fire sale of the business.
Valuation and liquidity
We coordinate estate planning with business partnership agreements to ensure smooth transitions and avoid conflicts.
Buy-sell agreements
Estate Planning for Young Adults & Emerging Professionals
You may not have significant assets yet, but you still need basic protections in place. Estate planning for young adults focuses on decision-making authority and building a foundation for the future.
Why young adults need estate planning:
If you're incapacitated, who makes healthcare decisions for you? Without a health care power of attorney and an advance directive, your parents may not have legal authority—even if you're still on their insurance.
Medical decision-making
Who pays your bills, manages your accounts, or handles legal matters if you're unable to do so?
Financial management
As you accumulate assets—whether real estate, investments, or businesses—having a plan ensures they pass according to your wishes, not state default rules.
Building for the future
Comprehensive Estate Planning for Other Life Situations
Estate planning isn't one-size-fits-all.
We also serve clients with unique circumstances:
Balancing provisions for current spouses, children from previous relationships, and ensuring everyone is treated fairly while minimizing conflict.
Blended families
Protecting government benefits while providing supplemental support through special needs trusts for family members with disabilities.
Special needs planning
Ensuring partners who aren't legally married have the same decision-making authority and inheritance rights you intend.
Unmarried partners
Long-term care planning, Medicaid planning, and ensuring your wishes are clear as you age.
Aging parents and seniors
Our Process
Estate planning should be thorough but not overwhelming.
Here's How we work
Short 15-minute meeting for you to meet our team, learn about our process, and get a specific quote for your situation.
Initial consultation
We discuss your family, assets, concerns, and goals, then decide on the structure and documents tailored to your situation.
Planning Meeting
We draft your estate plan
Document preparation
Once you approve your documents, we ensure proper signing and witnessing of all documents
Signing Ceremony
We ensure your trust is fully funded with the assets you own on the date of signing.
Full Funding
We meet with the parties named in your trust so that all parties are aware of their role and know what to do in case of an emergency.
Family Meeting
We will meet with your successor trustee if they need to step in and need guidance on how to handle your affairs.
Trustee Meeting
Comprehensive estate plans typically range from $5,000 to $10,000+, depending on complexity. We provide transparent fee structures during your initial consultation.