For our clients
Legacy Services
An estate plan is the beginning, not the end. Our Legacy Services keep your plan current, your family protected, and your story preserved — for the people who come after. They’re available exclusively to California Trust & Legacy clients.
LegacyCircle
Membership that keeps your plan up to date. An annual relationship review and ongoing care as life changes — births, marriages, moves, a shift in the law.
Learn more → Stay protectedLegacyGuard
Practical internet-security for everyday families — not banks or enterprises. We help you lock down the accounts and devices that matter most.
Learn more → Be rememberedLegacyView
A professionally produced personal-history film, recorded in our Walnut Creek studio. More than documents — your voice, your face, your wisdom. Your story, preserved.
Learn more →These services come with being a client.
They start with an estate plan. It begins with a 15‑minute call.
Schedule a Call