Protect Your Home. Keep Your Family Out of Probate.
Estate Planning Made Simple
Attorney-Reviewed Living Trusts For Northern California Families
Caring Wills and Trusts helps families in Chico, Paradise, Oroville, Yuba City, Marysville, Gridley, and throughout Northern California create attorney-reviewed living trusts designed to avoid probate and protect their families.
Get a customized living trust that keeps your family out of probate, protects your home, and makes things simple when life happens.
Work With An Attorney
Working with Daniel Heilbrun, an experienced attorney with decades of legal experience, Caring Wills and Trusts makes estate planning straightforward and stress-free. We guide you through every step, explain everything in plain English, and handle the details so you can focus on what matters most.
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.
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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Daniel Heilbrun, Attorney
Daniel Heilbrun reviews every estate plan prepared through Caring Wills and Trusts to help ensure it complies with California law and accurately reflects each client’s wishes. His legal experience and oversight provide families with confidence and peace of mind throughout the planning process.
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.
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.