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We Simplify
Estate Planning

“Protect your Family and your Legacy”

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Dedicated to Giving you the Best Estate Planning Services Available

Personalized Service

We offer mobility and ease of travel in times of need. We can come to your home for meetings regarding your estate planning.

Upfront Prices

All of our services are agreed on upfront. Taking away the worry of hodden charges. All notary charges are included in the price. 

Direct Contact

We make sure to be in direct contact throughout the entire process, direct contact with our lawyers means no paralegals. Making your estate plans responsive and intimate.

Best Options Available

We understand the hardships of estate planning, we make sure the packages you purchase are best strategies for your needs, not the most expensive ones.

Estate Planning, Affordable Wills and Trusts in Temecula

Basic Plan

• Will
• Guardianship Form
• Durable Financial Power of Attorney
• Advanced Health Care Directive (Living Will/Medical Power of Attorney)

Family Plan

• TOD Deed
• Will
• Guardianship Form
• Durable Financial Power of Attorney
• Advanced Medical Directive (Medical Power of Attorney/Living Will)

Family Trust Plan

• Revocable Living Trust
• Will
• Deed
• Guardianship
• Durable Financial Power of Attorney
• Advanced Health CAre Directive (Living Will/Medical Power of Attorney)
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Educate Yourself On
Everything Estate Planning

Visit our blog for educational videos and articles about Estate Planning. Here you will find the answers to your questions as we break down everything you need to know about the Estate Planning processes.

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Why is Estate Planning Important?

Avoid Court Determinations

Without an estate laywer, a probate court will determine where your assets go. Lawyers and courts can also take up to 15% of your assets. 

Save Time

Your family could spend 9 months to 1.5 years arguing over your assets in court. Avoid the stress and save the time when you plan with an estate lawyer. 

The Power is in Your Hands

In some cases of guardianship, the court will determine the guardian of your child. This can be avoided with proper planning. 

Take Charge of Your Legacy

Estate planning puts the power in your hands to take care of your family, while avoiding disputes and probate courts. We setup guardianship, financial and medical power of attorney, and trusts. We determine the best strategy to fit your needs.

There is no better time than today to get your estate plan, trust or will done!

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Client Testimonials

★★★★★
"Found Mr. Lundry through a friend. Mr. Lundry is very friendly, knowledgeable, and straightforward. Compared his estate planning packages to other attorneys and found that his were definitely less expensive. Treating our trust was much easier than expected. I recommend that anyone looking for an estate planning attorney to contact John Lundry."
Rebecca Zeng
★★★★★
"Incredibly happy with Mr. Lundry's service. He helped me and my brother obtain legal guardianship, which was impossible for us to do by ourselves due to the insane amount of paperwork. Mr. Lundry is very accommodating and addresses any potential concern beforehand very thoroughly, so we know exactly what's going on. His practice is a rare find, and I suggest you take advantage of his help if you're in Temecula! Highly, highly recommend Jefferson Estate Planning. 5 Stars well deserved."
Amy Pai
★★★★★
"Like all these reviews said, Mr. Lundry’s firm is fantastic. I don’t have any complaints at all. Mr. Lundry helped me with getting an official guardianship status for a relative, and is very open to us about the process and pricing. The price is very good; I don’t think there is any other firm that can match his price with the same satisfaction Mr. Lundry provides. I’m already recommending him to everyone I know."
Karen Wu
★★★★★
"Very happy with the Estate plan that Mr. Lundry drafted for us. Covered all of our concerns. He answered all of our questions and was very patient. Very reasonable pricing and he even met with us in our home.I highly recommend him for any of your estate planning needs."
Hao Chai