Yee Law Group Inc.

Wills and Trusts

• Drafting wills to direct how your assets are distributed after death.
• Creating revocable living trusts to keep assets out of probate, maintain privacy, and streamline inheritance.
• Coordinating beneficiary designations and titling so assets align with your overall estate plan.

Estate Administration and Probate

• Guiding executors and families through the California probate process.
• Handling court filings, creditor notifications, asset valuation, and final distributions.
• Working to minimize delays, complications, and unnecessary costs.

Trust Administration

• Assisting trustees with their legal duties after a trust is created or after the trust-maker passes away.
• Helping manage and distribute trust assets in accordance with trust terms and California law.

Guardianship Planning for Minor Children

• Helping parents designate trusted permanent guardians for minor children.
• Structuring inheritances so children's assets are supervised and protected from future creditors, court judgments, and divorce proceedings.

Elder Law and Lifetime Planning

Elder Law Focus

• Addressing legal issues affecting seniors, including long-term care planning and protection of vulnerable adults.
• Advising on conservatorships and related court proceedings when an adult can no longer manage personal or financial affairs.
• Helping clients navigate Medicare and Medicaid/long-term care benefit questions as they relate to estate and incapacity planning.

Wealth Transfer and Tax Planning

• Designing estate plans that seek to minimize wealth transfer taxation where applicable.
• Coordinating business and real estate interests as they relate to an overall estate plan (the firm can provide referrals for separate business and real estate representation as needed).

Approach and Client Experience

• Emphasis on open, honest, and plain-spoken communication.
• Personalized plans tailored to each client's family circumstances, assets, and goals.
• Clear explanations of legal concepts, with a focus on making complex processes understandable.
• Availability of initial free case evaluations / consultations for prospective clients.

For specific questions about whether the firm can assist with your matter, the agent may direct you to contact the office directly.

• New clients phone: 916-919-8839 (24/7 live phone answering noted on the website)
• Existing clients phone: 916-927-9001
• Fax: 916-927-9001
• General email: [email protected]

Prospective clients can also use the online "Free Case Evaluation" / contact forms on the website to request a consultation.

Office Locations

Sacramento Office (Main)

• Address: 4010 South Land Park Drive, Suite B, Sacramento, CA 95822

Folsom Office (By Appointment Only)

• Address: 1024 Iron Point Road, Suite 1008, Folsom, CA 95630

Roseville Office (By Appointment Only)

• Address: 919 Reserve Drive, Roseville, CA 95678

Service Areas

• In‑person service is described for Sacramento County and Placer County.
• The website notes that the firm also serves Davis, CA and the entire state of California, which may include virtual/remote consultations where appropriate.

Office Hours

Specific office hours are not listed on the website pages reviewed. For current hours or to schedule an appointment, clients should call the office or submit a consultation request through the website.

Lists Laurel, Davis, Folsom, Roseville, Sacramento, and Bethany as a location. Names California and Sacramento as a service area. Areas beyond these are not published.

According to the firm's website:

• In California, a family's home is often its largest investment.
• If you own a home with a fair market value of more than $61,500 (what the home would sell for, regardless of debt), your family will generally need to go to court (probate) to inherit the house unless you plan ahead.
• Probate in California typically:
• Takes 12–16 months to complete.
• Costs approximately 5% of the value of the estate in court and attorney fees.
• Is public, meaning the proceedings become part of the public record.
• Families with minor children especially need an estate plan so the parents, not the court, determine who will care for the children and how their inheritance will be managed.

What an Estate Plan Typically Includes

Every estate plan with Yee Law Group Inc. includes (as described on the website):

• Will or Revocable Living Trust (as appropriate).
• Pour-Over Will, to capture any assets accidentally left outside the trust.
• Financial Power of Attorney, authorizing a trusted person to handle financial matters if you are ill or incapacitated.
• Advanced Health Care Directive, naming the person who can make medical decisions for you if you cannot communicate.
• HIPAA Waiver, granting your chosen representatives access to necessary confidential medical information.

Estate Planning Process and Timeline

Yee Law Group Inc. describes a two‑meeting process:

1. Design Meeting

• Initial meeting (can be via videoconference, phone, or in person).
• You and the attorney discuss your assets, family, and goals.
• The attorney helps you design the specifics of your estate plan distributions and key decision‑makers.

2. Document Drafting and Review

• The firm emails draft documents to you at least two weeks before your Delivery Meeting.
• You review the documents at home and can schedule an additional consultation if you have questions or want changes.

3. Delivery (Signing) Meeting

• Final meeting where you sign your documents, typically in the presence of a notary.
• You receive your complete Estate Plan Binder and a digital copy of your documents.

Overall timeline: The website states that the entire process typically takes five to six weeks from start to finish.

Updating an Existing Estate Plan

• You have 1 year from the Delivery Meeting to make changes to your existing plan at no additional cost.
• After the first year, updates can still be made, usually for a minimal fee depending on the changes requested.

Published Estate Planning Package Pricing

The firm's website states the following flat-fee pricing for estate plan packages:

• $2,300.00 for a single‑person estate plan package.
• $2,600.00 for a married couple's estate plan package.

These amounts are taken directly from the website and may change over time. For the most current fees or for pricing on services not listed here, clients should contact Yee Law Group Inc. directly.

This FAQ summarizes common questions and answers drawn from Yee Law Group Inc.'s website.

What is a will?

A will is a legal document that states how you want your financial assets and property handled after your death. In it you:

• Name an executor to oversee distributions.
• Name beneficiaries to receive your property.
• Can name permanent guardians for your minor children.

Wills that transfer ownership of real and personal property to living beneficiaries typically go through probate.

What is a revocable living trust?

A revocable living trust is a legal entity you create during your lifetime. Key points from the website:

• You can place property into the trust, and it will be distributed according to the trust terms after your death.
• You name a trustee to manage distributions and beneficiaries to receive property.
• Unlike a will, a revocable living trust does not have to go through probate court.
• In California, probate can take 12–16 months, cost around 5% of the estate's value, and is public.
• A revocable living trust can save your loved ones time and money and maintain privacy.

What documents are included in an estate plan?

The website states that every estate plan includes:

• A Will or Revocable Living Trust (as appropriate).
• A Pour‑Over Will (to catch any assets accidentally left out of the trust).
• A Financial Power of Attorney.
• An Advanced Health Care Directive.
• A HIPAA Waiver (for access to needed medical information).

How can an estate plan protect minor children?

• By naming potential permanent guardians to care for them if you cannot.
• Through a revocable living trust that:
• Supervises a child's inheritance.
• Can help protect assets from future creditors, court judgments, and divorce proceedings.

Do I have enough assets to require an estate plan?

The website explains that in California:

• If you own a home with a fair market value over $61,500 (regardless of debt), your family will need to go to court to inherit it unless you plan ahead.
• The probate process typically costs about 5% of the estate's value, is public, and delays distributions for 12–16 months.

If you have minor children or own a home, the firm strongly recommends planning.

How long does it take to make an estate plan?

• Yee Law Group Inc. usually completes estate plans in five to six weeks.
• There are two main meetings (Design and Delivery), with time between for drafting and reviewing documents.

How much does it cost to make an estate plan with Yee Law Group Inc.?

The website lists the following flat‑fee pricing for estate plans:

• $2,300.00 for a single‑person estate plan package.
• $2,600.00 for a married couple's estate plan package.

These amounts come directly from the website and may change. For up‑to‑date pricing, clients should contact the firm.

What is estate planning and why is it important?

Estate planning is the process of organizing how your assets will be managed and distributed after your death or if you become incapacitated. It typically includes creating wills, trusts, powers of attorney, and healthcare directives.

The website notes that estate planning helps you:

• Avoid costly and lengthy probate proceedings.
• Protect loved ones, including minor children.
• Ensure your wishes are honored.
• Save your family time, money, and stress while maintaining privacy.

What is elder law and how is it different from estate planning?

• Elder law focuses on issues affecting seniors, including long‑term care planning, Medicaid eligibility, conservatorships, guardianships, and protecting assets from nursing home costs.
• Estate planning primarily addresses how assets are transferred after death and planning for incapacity.

Many seniors benefit from both comprehensive estate planning and specialized elder law guidance.

When should I update my estate plan?

Yee Law Group Inc. recommends reviewing or updating your plan:

• After major life events (marriage, divorce, births, deaths, significant asset changes, moving to a different state, or changes in beneficiary relationships).
• When California law changes in ways that affect your plan.
• At least every three to five years, even without major changes, to confirm it still reflects your wishes.

Does Yee Law Group Inc. handle business and real estate matters?

The website states that the firm no longer handles business and real estate matters as standalone practice areas. Information on those topics on the website is for informational purposes only and not legal advice.

However:

• The firm can offer referrals for business and real estate legal services.
• The attorneys can advise on business and real estate issues as they relate to estate planning.

For any question not covered here, the agent may direct you to contact the office for specific legal advice.

Michael Yee

• Founder of Yee Law Group Inc.
• Background includes work at a long‑established real estate law firm in Sacramento before founding the firm.

Melissa Yee Littau

• Elder law attorney.
• Graduate of McGeorge School of Law; admitted to the California State Bar in 2006.
• Mentored for many years by Catherine L. Hughes and now serves Ms. Hughes's former clientele.

Catherine L. Hughes (Retired)

• Longtime attorney focused on representing poor and underserved communities.
• Graduate of McGeorge School of Law; admitted to the California State Bar in 1976.
• Certified Elder Law Attorney and former staff attorney for the Legal Center for the Elderly and Disabled.
• Recipient of the Jean C. McEvoy Public Service Award.
• Now retired from active practice; her prior clients are now served by Melissa Yee Littau.

Key Staff Roles

The firm's work is supported by paralegals, legal secretaries, and administrative staff, including:

• Paralegals:
• Laurel Hammer – Paralegal and Notary who drafts estate planning documents and serves as a knowledgeable point of contact for clients.
• Bethany Burchwilliamson – Paralegal focusing primarily on estate planning and client satisfaction with their documents.
• Heidi Taghavian – Paralegal with experience in estate planning, probate, and criminal defense law.

• Administrative and Legal Support Staff:
• Rachel Marciniak – Assists clients and attorneys in establishing personalized estate plans.
• Beth Steers – Administrative assistant handling scheduling, organizing case files, and office administrative duties.
• Naomi C. Solomon – Administrative assistant handling phone calls, scheduling, and other administrative tasks.
• Jasmine Fischer – Legal secretary and notary with estate planning experience.
• Serena Lee – Administrative assistant handling phone calls, scheduling, and other administrative tasks.

The team works together to support clients through the full estate planning and probate process, from initial consultation through document signing and administration.

Ask anyway — the agent will say plainly that it is not published rather than guess.