You're not planning for one generation anymore. You're planning for two.
Protecting the family you're raising — and the parents who raised you.
You're raising children, building a career, managing a household — and now your parents are getting older.
- Do Mom and Dad have an estate plan?
- Is their trust up to date?
- Who would help if they became incapacitated?
- Is their home properly titled?
- Do I even know where their documents are?
Welcome to estate planning in the Sandwich Generation.
For the family you're raising
Planning for Two Generations Now
Estate Planning For Your Family
Make the important decisions now, on your own terms — rather than leaving them to the courts to decide for the people you love.
Protecting Your Children
Designate trusted guardians you choose yourself, instead of leaving it to a judge who has never met your family.
Planning for Incapacity
Put Powers of Attorney and healthcare documents in place so the right people can act for you if you can't act for yourself.
Avoiding Probate Delays
A proper plan helps your family avoid court involvement — and the delays, expense, and stress that come with it.
For the parents who raised you
And What About Your Parents?
- Do they have a trust?
- When was it last reviewed?
- Who has Power of Attorney?
- Who can make medical decisions?
- Is their home properly titled?
- Do you know where their original documents are?
You don't need all the answers today — but it may be time to start asking.
350+5-star Google reviews across California
Guidance from Estate Planning Attorney Crista Hermance, The Heritance Lawyers — formerly Hermance Law, Estate Planning Mom®.
Serving families across Ventura, Westlake Village, Valencia, Pasadena, Irvine, and Calabasas.
Free download
The Two-Generation Estate Planning Checklist
In just a few minutes, you'll identify important gaps, unanswered questions, and planning opportunities — for your family and your parents' plan. Download it now and have it in hand when the webinar begins.
- The essential documents every two-generation plan needs
- Questions to ask Mom and Dad before there's a crisis
- Guardians, beneficiaries, and decision-makers to confirm
- Common trust-funding gaps that quietly break plans
Instant PDF download — no sign-up required.
Free live webinar
Join Our Free Webinar: Parenting Our Parents
Join Estate Planning Attorney Crista Hermance for a practical discussion about protecting both sides of the Sandwich Generation — the children you're raising and the parents who raised you.
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It's free, it's practical, and it's built for people in exactly your season of life.
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