A keepsake & working guide for your family, your assets, and your wishes.
— Licensed & Personalized To —
Your Name Here
⚠️
IMPORTANT — PLEASE READ
What This Planner Is — and Is Not.
This planner is NOT an estate plan.
The LA VAKiL Life & Estate Planner is an organizational worksheet — a place to gather and record information about your life, your assets, and your wishes. It is NOT a will, NOT a trust, NOT a power of attorney, and NOT a healthcare directive. Filling it in does NOT transfer your assets, does NOT name legal guardians, and does NOT avoid probate on its own.
It does NOT avoid probate.
If you own California real estate, or financial accounts over roughly $200,000 in your individual name (not in a trust, not jointly held, and without a named beneficiary), your estate will likely go through California probate — a public court process that can take 12–18 months and cost tens of thousands in fees. To AVOID probate, you need a properly drafted and funded living trust.
The next step: talk to LA VAKiL.
Bring this completed planner in for a free 10-minute review. LA VAKiL offers complete estate plans — living trust, pour-over will, powers of attorney, and healthcare directive — starting at $500 (Will Package) and $1,500 (Individual Trust Package). Legal services provided by Shekhar Chikhalikar, Esq. · CA Bar #249708.
LA VAKiL
ONE PLAN · TOTAL PROTECTION
⚖ LAESQUIRE🏠 LAREALTi🛡 INSUREDLA
A Gift to the People You Love
This planner turns what is in your head into something your family can hold. Every account, every document, every wish — in one place.
Why Families in the Valley Use It
Used by families in Chatsworth, Northridge, Porter Ranch, Granada Hills, Woodland Hills, West Hills and Simi Valley before meeting their estate planner.
LA VAKiL — Estate Planning · Real Estate · Insurance
818-714-1789 shekhar@lavakil.com lavakil.com
Shekhar Chikhalikar, Esq. · CA Bar #249708 · DRE #02118273 · LIC #4004589
Organizational tool only — not legal advice. No attorney–client relationship is created by use of this planner.
LA VAKiL
ESTATE · REAL ESTATE · INSURANCE
For All Your Asset Needs.
One family. Three services. Real savings when you bundle.
CHECK OUT OUR SPECIAL OFFERS!
LA VAKiL secures what matters most to you. Whether it is finding you a home, insuring it, or creating an estate plan to protect it — LA VAKiL is your single point of contact. Bundle our services and we reward you with free estate-planning value. Stack every offer below.
SPECIAL OFFERS
REAL ESTATE
LA REALTi
REAL ESTATE OFFER
FREE complete estate plan if you buy or sell your home through our real estate arm.
INSURANCE
iNSUREDLA
INSURANCE OFFER
FREE updates to your current estate plan if you purchase insurance through iNSUREDLA.
ESTATE PLANNING
LAESQUIRE
ESTATE PLANNING OFFER
FREE Last Will preparation & download if you purchase insurance through iNSUREDLA.
CONTACT US
818-714-1789shekhar@lavakil.com
VISIT US ONLINE
lavakil.comCA Bar #249708 · DRE #02118273 · LIC #4004589
Disclaimer: The LA Vakil Life & Estate Planner is an organizational tool only. It is not a legal document and does not constitute legal advice. No attorney-client relationship is created by using this planner. For legal estate planning services, contact SNC Law Office, Shekhar Chikhalikar, Esq., CA Bar #249708.
