Legal services by Koala Law, PC - a separate law firm.
Koala Law helps clients build estate plans and business documents that match their assets, family, company, tax picture, and future decisions.
A good legal plan is not just a binder. It should explain who can act, where assets go, how the trust is funded, and what needs to stay updated.
A trust designed around your property, accounts, family structure, and distribution goals.
Pour-over wills, durable powers of attorney, and health care directives so the right people can act.
Practical guidance around retitling assets, beneficiary designations, and the accounts that should be reviewed.
Review of older documents to see what still works, what changed, and what no longer matches your life.
Entity formation, operating agreements, shareholder agreements, and buy-sell planning.
Planning for ownership transitions, family businesses, liquidity, and continuity after a key event.
Clients usually reach out when something changes: a home purchase, marriage, divorce, new child, death in the family, business growth, retirement, inheritance, or a trust that has not been reviewed in years.
You own real estate in California or more than one state.
You have children, blended family issues, or specific distribution wishes.
You own a business or expect a business transition.
Your current trust may not be funded or may not match current accounts.
LLCs, corporations, and foundational documents that reflect how the business will actually operate.
Operating agreements, shareholder agreements, and buy-sell provisions for clean expectations between owners.
Business succession planning that considers ownership, valuation, liquidity, taxes, and the next generation.
Koala Law, PC is a separate law firm. When you authorize it and when it helps the work, Koala Law can coordinate with the appropriate Koala tax, wealth, or insurance team so documents, account ownership, beneficiary designations, and business decisions are not developed in separate silos.
Legal services can be used independently.
Attorney-client relationships and legal privileges are handled through Koala Law, PC.
Coordination happens only when the client authorizes it and when it helps the work.
No. Legal services can be engaged on their own. Koala Law is separate from the other Koala entities. Coordination is available when useful and authorized, but it is not required.
A standard plan usually includes a revocable living trust, pour-over will, durable power of attorney, advance health care directive, trust certification, and guidance on trust funding. Scope depends on the client.
Yes. Many clients start with an existing estate plan. We review whether it still matches assets, family, beneficiaries, business interests, and current goals.
Yes. Koala Law handles entity formation, operating agreements, shareholder agreements, buy-sell agreements, and business succession planning.
A 30-minute conversation at no obligation. Tell us about your situation and we will connect you with the right team member. We follow up within 1 business day.
Thank you for reaching out. A member of the Koala Law team will be in touch within 1 business day.
Return HomeMost of our services are offered at clear, predictable flat fees. No billing-hour surprises.
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