Which Plan Is Right for You?

Personalized Planning That Evolves With You — Because Your Family Deserves More Than Just Documents

At AMO LAW, estate planning isn’t a one-size-fits-all checklist. Every family is unique — your values, your hopes, and your “what ifs” deserve a plan that reflects you. That’s why we offer 3 levels of planning designed to meet you where you are. Whether you’re just starting out, growing your wealth, or looking to protect everything you’ve worked so hard for, we’ll help you create the right plan for your family’s needs today and tomorrow.

A Process That Puts You In Control

When we meet for your Life & Legacy Planning Session, we’ll walk you through each of the planning levels, explain the differences in plain language, and help you understand exactly what’s possible for your family.

You’ll have the information, guidance, and clarity to choose the level of protection and support that feels right for you — based on your family’s needs, your priorities, and your budget.

We’ve designed our planning at the intersection of effectiveness and affordability, so you’re never choosing between quality and peace of mind. What matters most is ensuring your family has the guidance and protection they’ll need if something ever happens to you.

We don’t believe in cheap documents that create false peace of mind. If all you want are fill-in-the-blank documents, you can easily do that online. What we offer is something much more valuable:

Planning That Grows With You

We know that life changes — and your plan should too. That’s why every estate plan we create includes a complimentary 3-year check-in review (full plan review normally $997) to ensure your plan stays up-to-date as your life evolves.

And because you’re part of our client family, any future updates you may need down the road will be available to you at preferred client pricing — so you never find yourself years down the road needing to start over with a new attorney (or worse, having no idea where to turn). Our ongoing relationship makes it easier — and far more affordable — to keep your plan current over time.

And most importantly, we’re here for your loved ones if and when something happens — providing caring After Loss Support to help guide your family through next steps when they need it most.

The Plan Is Just the Beginning — We’re Here for What Comes Next

With our optional FamilyCare Membership, you don’t just have a set of documents — you have ongoing access to a trusted team who stays connected as your life evolves.

We offer multiple levels of membership, so you can choose the right fit for your family’s needs and stage of life.

Membership includes:

Annual full-plan review and Asset Inventory updates
Private Legacy Interviews capturing your stories and values
Kids Protection Plan updates for minor children, plus basic legal documents for adult children at 18
24/7 DocuBank access for healthcare and guardianship documents
Priority access through private member line and secure client portal
Extended After Loss Support for your family when they need it most
Member-only pricing for updates, maintenance, and trust administration
Educational webinars, private events, expert resources — and much more

A plan that grows with you. A relationship you can count on. We’re here whenever you need us.

Ready to Get Started?

Start With a Conversation — No Cost, No Obligation

Your complimentary Discovery Call is the first step toward clarity, confidence, and protection for your family — no pressure, just a simple conversation to explore your goals and answer your questions.

Schedule Your Complimentary Discovery Call

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AMO LAW offers three planning levels for individuals and families throughout California. During a Life & Legacy Planning Session, we explain the available options and help you consider which level fits your goals, priorities, and budget. Our offices are in Costa Mesa and Corona, and consultations are available in person or virtually.