Your Estate Is Specific.
Your Attorney Should Be Too.

No associates. No templates. No handoffs.

Private Estate Planning · Serving California

Estate planning is a technical discipline.

Most people find that out too late.

Jay Yu has spent his career at the intersection of law, tax strategy, and wealth transfer. He drafts estate plans for clients with complex assets, blended families, business interests, and multi-generational intentions.

His practice is intentionally small. Every client works directly with Jay. No associates review your file. No paralegals draft your documents.

If you're looking for a quick will or a templated trust, there are faster options. This isn't that.


Before your financial advisor recommends an estate planning attorney, they learn what to look for. Jay Yu is who teaches that course.

As a Professor of Estate Planning at Cal State Fullerton, he trains the next generation of CFP-track advisors on exactly what separates a well-constructed plan from one that fails under pressure. His private clients get the benefit of that same standard.

Every engagement includes direct access to Jay — no associates, no handoffs.

Essential Plan: For individuals and couples with straightforward estates who want the work done precisely and completely.

Comprehensive Plan: For clients with real property, business interests, or blended family considerations that require a more deliberate structure.

Complex Estate Plan: For high-asset clients, multi-entity situations, and estates requiring advanced trust structures, tax strategy, and coordination with existing advisors.

Fees are discussed during your Design Session.