Investing in Your Family’s Certainty

Boutique Estate Planning with Zero Billable Hours

10+ Years of Experience
Professor of Estate Planning at CSUF

The Cost of Doing Nothing

In California, statutory probate fees are approximately 4% of your gross estate. For a $1.5M home in Orange County or LA, your family could lose over $56,000 to court costs and legal delays.

We believe your focus should be on your family’s future, not the ticking of a clock. At Yu & Yu Law, we’ve eliminated the uncertainty of traditional hourly billing in favor of Boutique Legacy Planning. You aren't just purchasing documents; you are securing a Done-for-You system that protects your assets and your loved ones from the court system.

Our strategies are led by Attorney Jay S. Yu, Esq., a Professor of Estate Planning at California State University, Fullerton, who trains the next generation of Certified Financial Planners (CFPs). When you work with us, you aren't just getting documents; you're getting the same high-level strategy taught to future professionals who will be managing Southern California's wealth.

The Pillars of Our Value

  • "White Glove" Deed Recording: We don’t just "draft" your plan; we ensure your primary residence is recorded with the county recorder for you.

  • Clarity: You will know your exact total investment before we ever begin. No hidden fees, no "document costs," and zero surprises.

  • Access: Call or email with follow-up strategy questions without worrying about a bill for every minute. All strategy sessions are included.

Customized Strategies for Every Stage of Life

At Yu & Yu Law we are not a "document mill.” We provide academic-grade legal strategies led by a Professor of Estate Planning who trains the very financial professionals (CFPs) you likely work with. Because we handle everything from the initial strategy to the recording of your deeds, our pricing is all-inclusive.

The "Value Gap": Your Investment vs. The Probate Trap: In California, the cost of "doing nothing" is fixed by law. For a typical $1.5M home in the OC/LA area, the statutory probate fees alone are over $56,000. Our mission is to keep that money in your family’s pocket.

What Your Investment Covers: Most Southern California families invest between $4,500 and $7,500 for a comprehensive, boutique plan. This single flat-fee investment is all-inclusive and covers:

  • Expert Design: A customized strategy session with Professor Yu to ensure your plan meshes with your financial goals.

  • "White Glove" Execution: We handle the complex Deed Recording for your primary residence and coordinate a Mobile Notary to come to your home for the signing ceremony.

  • The Legacy Portfolio: Your final plan is delivered in a custom, foil-stamped, leather-bound binder designed to last for generations.

  • Total Access: No "ticking clocks." All follow-up calls, emails, and strategy tweaks during the planning process are included at no extra cost.

Level 1: The Core Foundation

Best for single individuals with straightforward assets who want to ensure their estate avoids the 24-month California probate process.

  • Focus: Basic probate avoidance and medical/financial decision-making.

Level 2: The Family Legacy (Most Popular)

Best for homeowners with children, multiple accounts, or blended families who want "White Glove" service.

  • Focus: Comprehensive asset protection, kids' protection planning, and Done-for-You Deed Recording to ensure your trust is actually funded and functional.

Level 3: The Private Wealth Strategy

Best for business owners, high-net-worth families, or those with complex tax-planning needs.

  • Focus: Advanced tax minimization, business succession, and long-term wealth preservation strategies.

Institutional Partnership & Public Education

Advancing the Standard of Estate Planning in California.

As a faculty member at CSUF, Professor Jay Yu is dedicated to bridging the gap between complex legal theory and practical family protection. Beyond the firm, he serves as a keynote speaker and consultant for financial institutions, professional organizations, and community groups throughout Southern California.

Professional Speaking & Lectures

Professor Jay Yu provides academic-grade training on California probate laws, wealth transfer strategies, and digital asset protection.

  • Tailored Curriculum: Custom-designed lectures for CFPs, CPAs, and wealth management teams.

  • Professional Toolkits: All attendees receive practical resources for immediate application in their professional practice.

  • Strategic Partnerships: We offer coordinated planning sessions for members of partner organizations to ensure their legacies are handled with academic precision.

Community Outreach & Educational Commitment

We believe that high-level legal education should be accessible to those who serve our communities. Professor Jay Yu reserves a portion of his calendar for Educational Outreach (Pro Bono) for the following sectors:

  • First Responders & Public Service: Government and municipal organizations.

  • Academic Institutions: Faculty groups, schools, and universities.

  • Healthcare & Non-Profits: Hospital staff, nursing associations, and 501(c)(3) foundations.

  • Advocacy Groups: Senior centers and elder-care organizations.

The Call to Action:

Inquire Regarding a Speaking Engagement: please e-mail admin@yuandyulaw.com

Please note: Due to Professor Jay Yu’s academic and firm schedule, speaking dates are limited and typically booked at least 6+ months in advance.