For Greater Bay Area families
Estate planning, designed to last.
Living trusts, wills, and legacy plans — from a firm rooted in the Bay Area for more than five decades.
The decisions most families put off are the ones that matter most.
At California Trust & Legacy, we help you make those decisions once — carefully, completely, and with people you trust. Kelly Balamuth has practiced civil law in Contra Costa County for thirty-two years, focused exclusively on trust and estate planning since 2020. Her father Barry was admitted to the California State Bar in 1972 and founded the firm in 1993. When you work with us, you work directly with Kelly from first consultation through your signed plan — and, in most cases, for decades after.
Core services
Revocable Living Trusts
The core of a modern estate plan. A trust avoids probate, keeps your affairs private, and makes your wishes enforceable the day after you sign.
Trust Administration
When a loved one passes, we guide trustees and beneficiaries through administration — document by document, step by step, until everything is settled.
Foundations for Adulthood
The moment your child turns 18, you lose legal access to their medical and financial information. A focused package closes that gap in a single afternoon.
Built carefully. Funded completely. Revisited as life changes.
Many firms draft a trust and hand you a binder. We draft, fund, and maintain — because a trust that isn’t funded is a trust that doesn’t work. Every CTL engagement includes the funding most firms skip and a review rhythm that keeps your plan current with your family.
Choose your path
Three tiers, built for where you are.
Foundation
Young families, smaller estates.
Family · Most popular
Single adults, families with children, blended families.
Legacy
High-net-worth families, business owners, busy people.
Included with every trust
Your family’s story, professionally preserved.
Every CTL trust client receives a professionally produced personal history video, recorded in our Walnut Creek studio. Your legacy is more than documents — it’s the voice, the face, the wisdom you pass on.
Ready to protect what matters most?
Schedule a consultation with Kelly. Fifteen minutes, no obligation.