Estate Planning

Estate planning Coachella Valley, CA

In California, estate planning encompasses legal and financial measures that dictate what happens to your assets after you pass away and lays out a plan in case you ever become incapacitated. Estate planning gives your loved ones and caregivers instructions and guidance about your wishes.

Your estate plan covers:

  • Your property, such as your home and vehicle
  • Your assets, such as investments and bank accounts
  • Your legacy, such as inheritance and business succession
  • Your care, such as appointing a guardian for minor children

Creating a will is only a small part of the estate planning process. While a will provides instructions, it does not protect your beneficiaries from delays and monetary loss during the California probate process.

While estate planning looks different for each person, Jim Lawless recommends a revocable living trust to all clients whose assets are valued at $150,000 or more. Jim can help you create your estate plan in Palm Springs, CA and the nearby Desert Cities.

Your Estate Plan: The Building Blocks

Revocable Living Trust

In California, a revocable living trust protects chosen assets from the cost and time delays of the probate process in which courts distribute your assets.


Your will is like a set of instructions. Your will lays out your wishes, like dividing assets, but does not protect your assets from probate.

Power of Attorney

Many estate plans include power of attorney. This arrangement allows a designated person to do specified tasks on your behalf.

Healthcare Directives

Your estate plan may include a healthcare proxy, an advance healthcare directive, and other long-term care planning tools.

Income Protection

Income protection measures are part of estate planning because your plan includes what happens if you are ever incapacitated.


Financial planning is deeply personal. I'm here to help you find your unique financial plan for today's needs and tomorrow's peace of mind.

Peace of Mind

Peace of Mind retirement Solutions


Are you looking forward to retirement with anticipation or dreading how your lifestyle may change? Jim Lawless can help you create your retirement plan in the Desert Cities.

Get Retirement Ready
Peace of Mind retirement Solutions


What will your legacy be? One resource you can give your children or grandchildren is guaranteed college funding. 

Fund Your Child's Future
Peace of Mind Retirement Planning | Jim Lawless
Peace of Mind retirement Solutions


If you have $100,000+ in assets, you need an estate plan. Jim Lawless specializes in the building blocks of estate planning in the Coachella Valley, such as revocable living trusts.

Create Your Estate Plan
Peace of Mind retirement Solutions


Do you have a plan for long-term care? Planning ahead can protect your wishes and help your loved ones make crucial decisions.

Make LTC Decisions
Peace of Mind retirement Solutions


Does your family or business rely on your income? Get income protection in the Coachella Valley or Morongo Basin to provide for the people you care for when you can't.

Protect Your Income
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