A Trusted Partner
Mass-Affluent Clients.
Professional Estate Planning designed to protect the client’s family.
Peter Robert Stone APC
Get the $ Streamlined Suite
My practices focus on clean, foundational estate plans for your “bread and butter” clients. No A/B complexity, no litigation—just efficient, high-quality planning with a 21-day delivery target. Prepared virtually only, dependent on prompt client data submission and compliance verification. (21 days is a goal not a guarantee.)
Why we should Work together
1. The Advisor Clause:
My trust packages are purposefully structured to include specific provisions allowing clients to explicitly authorize successor trustees to maintain established investment management.
2. The Foundational Suite Includes:
- Revocable Living Trust (Standard or Disclaimer)
- Pour-Over Will
- Durable Power of Attorney & Healthcare Directive
- Burial & Final Disposition Instructions
- One Residential Deed Transfer (Included in the fee)
3. Advisor-Led Funding:
I don’t just "hand over" documents. I provide a Funding Roadmap that explicitly instructs the client to work with you to retitle their brokerage and retirement accounts correctly.
Peter Robert Stone APC
6232 Birdcage Street, Citrus Heights, CA 95610
Direct email peter@lawstone.com
www.calwillstrusts.com
Admitted California, US Supreme Court; US Court of
Appeals for the Ninth Circuit and US District Courts
MD Cal, ED Cal, SD Cal.
Services are limited to California estate planning matters only.
This is an attorney advertising communication directed to professional financial advisors. Services are strictly limited to California estate planning law. Fees listed do not include third-party notary or county recording fees. Package includes preparation of one residential deed; no investment property deeds or complex A/B trust structures are provided. Attorney maintains independent professional judgment; referral involve no financial compensation, kickbacks, or reciprocal referral agreements in compliance with CRPC Rule 7.2. Legal services are provided exclusively by Law Firm, an independent legal entity. No legal fees are shared or split with third-party Law Firm retains absolute, sole discretion over client intake, and an attorney-client relationship is only formed upon the execution of a formal, written engagement agreement between the firm and the client. The offering of this estate planning package does not guarantee representation. The Law Firm retains exclusive discretion to accept, reject, or decline any matter.
- Send mail to peter@lawstone.com
(Third-party notary and county recording fees are paid by the client.) (Pricing valid through 8/5/2026.)
IF YOU’RE LOOKING TO SIMPLIFY YOUR REFERRAL LIST, I’D LOVE TO CONNECT. I WORK WITH LOCAL ADVISORS WHO VALUE SPEED, COORDINATION, AND DEPENDABLE COMMUNICATION.
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