Protect Your Family with a Will or Trust
Simple, affordable online estate planning, with a local team to help you get started, in your language.
Done online in about 20 minutes
Affordable · Update it anytime as life changes
Mesa Group Consulting may earn a commission when you create your plan through our link, at no extra cost to you. We only recommend tools we trust.
Which One Does Your Family Need?
Both put your wishes in writing. The difference is mostly about probate. Here is how families usually think about it.
A Will
Directs who gets what, and who cares for your children.
- Takes effect after you pass
- Names who receives your belongings
- Names guardians for your children
- Goes through probate, the court process for settling an estate
- Often a good first step for younger families or simpler estates
The California angle: probate here can be slow and expensive, which is why many California families choose a living trust to spare their loved ones the court process. We can walk you through how it works for your situation.
Mesa Group Consulting is not a law firm and does not provide legal advice. This is general education, not legal advice for your specific situation.
You Built It.Now Let's Protect It.
Once you have fixed your credit, secured funding, or started building wealth, the next step is protecting what you have built. We are already your financial partner, so we are the ones who make estate planning simple and walk you through it, in English, Spanish, or Punjabi.
A trusted local guide
We point you to an affordable, simple platform and help you get started.
A trilingual team that answers
English, Spanish, and Punjabi, from a real Bakersfield office.
Part of your whole financial house
Protecting your family fits alongside your credit and your coverage.
A natural next step alongside life insurance. Still getting your finances on track? Start with Credit Restoration or Build Credit.
One Plan That Protects What Matters Most
Name guardians for your children
Decide who would raise your kids, instead of leaving it to a court.
Decide who receives your assets
Put your wishes in writing so your family is not left guessing.
Help your family avoid probate
A trust can spare your loved ones the slow, public court process.
Record your medical wishes
Make your healthcare preferences clear for the people you trust.
Peace of mind for your family
Know your loved ones are cared for, no matter what happens.
Update it as life changes
Marriage, a new child, a move: keep your plan current over time.
Families Who Set Up an Estate Plan
If any of these sound like you, a will or trust is worth putting in place.
Parents with young children
To name who would raise your kids if something happened to you.
Homeowners
To pass your home to your family without the delay of probate.
Blended families
To make your wishes clear when a family comes together from different sides.
Business owners
To spell out what happens to what you have built.
Pet parents
To name a caretaker and set aside care for your animals.
Anyone planning ahead
To spare your loved ones stress and guesswork during a hard time.
Get Started in Three Simple Steps
Answer a few questions
Walk through a guided online questionnaire about your family and your wishes. No appointment needed.
Your documents are created
The platform builds your will or trust, customized for your state, ready to review.
Sign and make it official
Follow clear steps to sign, witness, or notarize, and you can update it anytime as life changes.
The platform is a guided online estate-planning service. For a large or complex estate, it is wise to also speak with a licensed attorney.
A Local Team You CanActually Sit Down With.
Serving Bakersfield and Kern County since 2023, in English, Spanish, and Punjabi, from a real office you can visit.
Leave us a Google reviewMesa Group Consulting is not a law firm and does not provide legal advice.
We are your guide, not the legal provider. We help families get started with a trusted online estate-planning platform and make the process simple. For legal advice about your specific situation, talk to a licensed attorney.
Mesa Group Consulting may earn a commission when you create your plan through our link, at no extra cost to you. We only recommend tools we trust.
Common Questions.Honest Answers.
Everything you need to know about setting up your will or trust.
A will says who receives your belongings and who would care for your children. A living trust does that too, and it also helps your family avoid probate, which is the court process for settling an estate. Many families choose a trust to save their loved ones time and cost. We'll help you understand which fits your situation.
Give Your Family Peace of Mind
Set up your will or trust online in about 20 minutes, with a Bakersfield team in your corner to help you get started.
Or call us: (661) 310-3040
🇪🇸 Hablamos Español · 🇮🇳 Assi Punjabi Bolde Haan
Mesa Group Consulting is not a law firm and does not provide legal advice.
Mesa Group Consulting may earn a commission when you create your plan through our link, at no extra cost to you. We only recommend tools we trust.