Protect Your Home. Keep Your Family Out of Probate.
Get a customized living trust that keeps your family out of court, protects your home, and makes things simple when life happens.
At Caring Wills and Trusts
We help California families set up clear, practical estate plans centered around a revocable living trust. Instead of leaving your loved ones with a pile of court paperwork, we design a plan that keeps your home and assets out of probate, saves thousands in fees, and reduces stress for everyone involved.
Working alongside a Michael T. Shepherd, an attorney with nearly 50 years of legal experience, we walk you through each step, explain everything in plain English, and handle the details so you don’t have to.
Whether you’re getting started for the first time or updating an old plan, our goal is simple: protect your family, protect your home, and make the process as easy as possible.
Protecting Your Family Starts With a Conversation
Every family is different. Whether you’re getting started for the first time or updating an older plan, we walk you through every option and make everything clear and easy to understand. Our goal is simple: protect your home, protect your family, and keep things out of probate court.
A Simple, Stress-Free Planning Experience
All meetings take place in a relaxed, comfortable setting — either in-person or over Zoom. We explain everything in plain English, answer every question, and make the entire estate-planning process quick and straightforward.
In-Person or Online — Your Choice
We offer both in-office and Zoom appointments so you can choose the option that works best for your schedule. Whether you’re in Chico, Paradise, Oroville, or anywhere in California, we make the process simple and accessible.
Essential Documents
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Living Trusts
A living trust is a legal plan that keeps your home and assets out of probate so your family avoids court, delays, and costly fees.
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Pour Over Wills
A pour-over will transfers any assets not already in the trust into your trust upon death, ensuring everything is managed according to your wishes.
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Advance Healthcare Directives
These documents outline your medical preferences if you’re unable to communicate, ensuring your wishes are followed.
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Power Of Attorney
A Power of Attorney lets you authorize someone you trust to make financial or medical decisions on your behalf if needed.
Meet our team
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Mark Puritz, MBA, Certified Estate Planner
Mark Puritz, MBA, is a Certified Estate Planner who guides families through the estate-planning process with clarity and compassion. Working alongside attorney Michael T. Shepherd, Mark helps clients understand their options, organize their wishes, and navigate the estate planning process.
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Michael T. Shepherd, Attorney
Michael T. Shepherd is an experienced estate-planning attorney with nearly 50 years of legal practice. He reviews and oversees every estate plan completed through Caring Wills and Trusts, ensuring each document meets California legal standards and reflects the client’s wishes accurately. His decades of experience offer families confidence, clarity, and reliable guidance through the entire planning process.