The Premiere Estate Planning Attorneys
Welcome to Paradigm Legacy Planning
Why We're Different
An Essential for All
We have discovered that the estate planning industry was designed to serve people who were preparing for death. Our clients need personal and comprehensive legal services for their growing families who experience lots of change on their way to success.
Estate planning, once considered the domain of the wealthy elite, has evolved to become essential for people of all income levels and backgrounds. With simplified tools and accessible resources, individuals can now effectively plan for the distribution of their assets and ensure their wishes are carried out, regardless of their financial status.
The Traditional Experience
This scenario is all too familiar, you’ll go in and meet with a lawyer who will often make things seem very complicated and confusing. You’ll have the lawyer prepare documents for you and you’ll sign them. You’ll take your planning binder home, stick it on a shelf, mark "Estate Planning" done on your checklist and never think about it again.
Your lawyer mentions moving your bank accounts into the trust. You call your lawyer’s office, get a voicemail, and wait hours or days for a callback. By that time, you're busy with other things and never get around to moving that bank account. Then, you get a bill in the mail for $125 for 15 minutes of your lawyer’s time for answering a couple of questions.
Your children will get older, making your guardianship choices outdated, but you don’t want to call your lawyer because you know you’ll get a bill in the mail two weeks later.
It’s not until you become incapacitated or die that your family will realize your plan is so outdated that it has nothing to do with your life, your assets and the law. They don’t know where to turn or what to do, so they contact the same lawyer you used to prepare the documents, who is happy to probate your assets in court.
The Better Experience
Our Firm Helps Prepare You for Life
We understand you are BUSY and you value efficiency. You want to make sure your children would be taken care of in the best way possible. That is our focus as well. We give you access to a personal family attorney so you can have the guidance you need to maintain a life of prosperity.
We encourage communication with our clients so you never have to be afraid to call with a quick question. Most of our services are billed on a flat-fee basis and agreed to in advance, so there are never any surprises.
When you call our office, you’ll get your question answered right away. If you need to schedule a more in-depth call with your personal attorney, a call will be scheduled when you're ready so we can make the very best use of your time.
In addition, We ensure your plan continues to work throughout your lifetime. We coordinate funding to ensure none of your assets will end up going through a long, expensive court process or lost to the state because they were missed after your incapacity or death.
The Legacy Interview
Your financial wealth is only a small part of your overall “family wealth." Most estate plans only transfer your financial wealth. The intangible nature of your other wealth can be difficult to capture, and is often lost when someone passes. The reality is that your intellectual, spiritual and human assets are far more valuable. How much do you know about your grandparents' values? Their most prized personal possessions? How they felt about you? What they learned during their lifetime? If you are like most people, you don't know as much as you wish to.
We help our clients pass along what they really care about to their children. We discuss the kind of advice and stories they wish their family to have forever. Then we help them record this in an interview. The final product is a lasting legacy that their children can preserve and cherish. We do this because we care about our service to our clients, both as professionals and as friends.
We look forward to seeing you and caring for your family soon!
Rozi & PLP Team
Families We Serve
Traditional Families
Moms and dads raising their children together in their original relationship have a lot at stake. You probably have questions about what would happen to your kids if something happened to you. Find out how you can protect your kids, avoid estate taxes, and set up a dynamic plan as a couple!
LGBT Families
Whether you are two dads, two moms, or multiple partners, we will help you navigate estate planning with care. While marriage equality has been realized in the country, the law still needs to catch up elsewhere, or you and your partner may not be married. We will give you the tools you need to gain the peace of mind that your family shall be taken care of in case of an unexpected event.
Single-Parent
Parents raising children on their own need to put extra effort into providing for them as well as protecting them. Whether there is a co-parent or not, single parents should take the time to understand what could happen in any emergency. We will provide you with the information you need to make sure you are comfortable with your plans. You are not alone and We're here to help guide you in the strongest and most beneficial ways possible!
Blended Families
Negotiating the challenges of creating new relationships with varying expectations can be daunting. Seeking effective ways of tailoring plans to meet the needs of blended families to avoid unnecessary conflict in the future. Excellent estate planning is crucial for blended families to navigate complexities in inheritance and ensure fair distribution of assets among stepchildren, biological children, and spouses. It helps clarify intentions, minimize potential conflicts, and provide financial security for all family members involved.
Rozita Yacobi
Esq, Founder
About
Rozita Yacobi, the founder of Paradigm Legacy Planning, is a distinguished estate planning lawyer renowned for her strength, precision, and unwavering support for her clients. With a career dedicated to ensuring families are well-prepared for the future, Rozita has witnessed firsthand the profound impact of effective estate planning.
As a mother of three children, she brings a deep personal understanding to her practice, knowing the importance of securing futures and protecting loved ones. Her commitment stems from experiencing both the successes and challenges that arise when estates are not properly planned, driving her to provide flawless guidance and meticulous attention to detail in every case she handles. Rozita Yacobi stands as a beacon of excellence in her field, empowering families to navigate the complexities of estate planning with confidence and clarity.
Rozi believes that the foundations of a successful family unit are care, love, and selflessness. She takes pride in providing her clients with the sense of comfort and security that comes along with having an effective and comprehensive plan in place.
Linda Katiraei
Director
About
With a robust background in healthcare administration, Linda brings unique perspective to Paradigm Legacy Planning, deeply understanding the intricacies of family protection and practice growth. Her extensive experience in healthcare not only enriches and underscores her commitment to client care beyond the legal realm. Linda values her clients not just as cases, but as individuals with nuanced needs and aspirations. Her dedication to excellence and compassionate approach make her a trusted advisor and advocate, ensuring that each client receives personalized attention and strategic guidance tailored to their specific goals. She exemplifies leadership and proficiency in bridging the worlds of law and healthcare, fostering positive outcomes and lasting relationships with those she serves. We are lucky having her on board!
Our Clients Say
CONTACT US
OUR OFFICE
Paradigm Legacy Planning
9454 Wilshire Boulevard, 6th Floor
Beverly Hills, CA 90212
support@paradigmapc.com
(310) 276-1128
At Paradigm Legacy Planning, our team offers personal and comprehensive estate planning services. We believe in developing lifelong relationships with our clients and their families. We start all our plans by empowering our clients to get legally and financially organized. Driven by integrity and passion to make a meaningful difference, we take additional steps to ensure our clients' plans work when they need it most. We empower our clients to preserve their legacy beyond their financial wealth, through legacy interviews. Life happens! If you are ready to make informed decisions for the people you love, then we would love to speak with you. Looking forward to serving your family.
For any inquiries, please fill in the following contact form:
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