Peace of Mind Planning

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Peace of Mind Planning Estate planning for busy parents. Proudly serving Santa Barbara, San Luis Obispo, and San Diego County.

10/07/2026

Naming one guardian is great. Naming a backup is better. Naming a local temporary guardian for the first scary hours? That’s a mom who thought of everything. 🫶

Not legal advice, just a lawyer mama with a plan.

The most common question I get: "Do I need a will or a trust?"Short answer: if you own a home in California and have kid...
10/06/2026

The most common question I get: "Do I need a will or a trust?"

Short answer: if you own a home in California and have kids, you probably want a trust AND a will working together. Swipe for the why. 👉

Save this for the next time someone at book club says "I just need a simple will."

Not legal advice, just a lawyer mama with a plan.

10/05/2026

Estate planning isn’t a rich-people thing. It’s a parent thing.

The #1 document I want every mom to have isn’t about money at all. It’s the one that names who raises your kids if you can’t. Skip it, and a California court makes that call for you.

Comment GUARDIAN to learn more about my Guardianship Workshop on October 18th. Get your guardianship documents in place in an afternoon!

Not legal advice, just a lawyer mama with a plan.
momlawyer

Hi friend!I'm Jillian, a California estate planning attorney and a mom who has googled "who gets my kids if I die" at 2 ...
10/03/2026

Hi friend!

I'm Jillian, a California estate planning attorney and a mom who has googled "who gets my kids if I die" at 2 a.m. (yes, even lawyers do it).

Most moms I meet have a plan for everything: carpool, snacks, the backup snacks. But not for the one thing that matters most: who takes care of their kids if they can't.

This account fixes that, without making you sit through a single boring seminar.
Drop your biggest "what if" below. I'll answer the best ones in Ask Your Lawyer BFF. 👇

Not legal advice, just your lawyer BFF.

06/01/2026

As parents, we're experts at planning.

We've booked the camps.
Packed the snacks.
Reserved the hotel.
Signed the waivers.

But have you legally named the people who would care for your children if you couldn't?

It's not the most fun item on the checklist, but it may be the most important.

This summer, I'm offering complimentary Family Strategy Sessions for local families. We'll discuss:
☀️ The difference between a will and a trust
☀️ How to name guardians for your children
☀️ What probate is and how to avoid it
☀️ How to protect your children's inheritance

Because protecting your kids isn't just about this summer—it's about every summer to come.

Message me to learn more.

✨ I’m so excited to share that I’ll be a speaker at The Gathering this year!✨This incredible event is all about women co...
10/28/2025

✨ I’m so excited to share that I’ll be a speaker at The Gathering this year!✨

This incredible event is all about women coming together to refocus, recharge, and take care of themselves—something we all deserve (and don’t do nearly enough!). 💕

Join me on November 15th in beautiful Carpinteria, CA for a day full of inspiration, connection, and community.

🎟️ Use code CARDONA20 for a discount on your ticket!

Let’s spend the day filling our cups and lifting each other up. I can’t wait to see you there! 💫

NEW BLOG POST ALERT!You’ve worked hard to build savings, invest in your home, and create a future for your children. But...
08/19/2025

NEW BLOG POST ALERT!

You’ve worked hard to build savings, invest in your home, and create a future for your children. But under California law, if you leave assets directly to a minor through a will, they’ll typically receive the entire inheritance at age 18.

That’s a lot of money—potentially hundreds of thousands of dollars—landing in the hands of someone who just graduated high school.

Staggered inheritance ensures your children get the right amount of money at the right time in their lives.

Read the rest here: https://www.peaceofmindplanning.co/how-to-make-sure-your-kids-inherit-wisely-not-all-at-once-at-18

While you’re labeling backpacks, let’s label guardians too.Why now?Back-to-school = organization modeYou’re already upda...
08/15/2025

While you’re labeling backpacks, let’s label guardians too.

Why now?
Back-to-school = organization mode
You’re already updating forms
Perfect time to check your legal plan

Without a plan in California:
Court decides who cares for your kids
Could be someone you wouldn’t choose

What you need:
✔ Will or pour-over will with guardianship provisions
✔ Temporary guardian nomination
✔ Emergency cards

Mistakes to avoid:
Only naming guardians verbally
Not updating after big life changes
Thinking godparents = legal guardians

You’ve got the lunchboxes ready.
Now let’s protect your kids, no matter what.

Read the full guide: https://www.peaceofmindplanning.co/back-to-school-estate-planning/

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Santa Barbara, CA
93101

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