Trust, Estate & Probate Attorneys

“A goal without a plan is just a wish.” “By failing to plan, you are planning to fail.” “If you don’t know where you are going, you’ll end up someplace else.” “Unless commitment is made, there are only promises and hopes; but no plans.” “Planning is bringing the future into the present so that you can do something about it now.” “Planning is everything.” “The more time you spend contemplating what you should have done… you lose valuable time planning what you can and will do.” “A man who does not plan long ahead will find trouble at his door.” “Always plan ahead. It wasn’t raining when Noah built the ark.” “Few people have any next, they live from hand to mouth without a plan, and are always at the end of their line.” “Every minute you spend in planning saves 10 minutes in execution; this gives you a 1,000 percent return on energy!” “It takes as much energy to wish as it does to plan.” “The time to repair the roof is when the sun is shining.” “Someone’s sitting in the shade today because someone planted a tree a long time ago.” “Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.” “Setting a goal is not the main thing. It is deciding how you will go about achieving it and staying with that plan.” “Good fortune is what happens when opportunity meets with planning.” “A good plan executed now is better than a perfect plan executed next week.” “Unless you have definite, precise, clearly set goals, you are not going to realize the maximum potential that lies within you.” “Before anything else, preparation is the key to success.” “To achieve great things, two things are needed; a plan, and not quite enough time.” “Give me six hours to chop down a tree and I will spend the first four sharpening the axe.” “Plan your work for today and every day, then work your plan.” “Create a definite plan for carrying out your desire and begin at once, whether you are ready or not, to put this plan into action.” “A clear vision, backed by definite plans, gives you a tremendous feeling of confidence and personal power.” “Proper planning and preparation prevents poor performance.” “Always have a plan,and believe in it. Nothing happens by accident.” “The reason most people never reach their goals is that they don’t define them, or ever seriously consider them as believable or achievable. Winners can tell you where they are going, what they plan to do along the way, and who will be sharing the adventure with them.” “Without goals, and plans to reach them, you are like a ship that has set sail with no destination.” “Speaking from my personal experiences, setting goals, along with a detailed action plan, has actually changed my life from one cast in frustration to one of purpose.” “Spectacular achievement is always preceded by unspectacular preparation.” “The trouble with many plans is that they are based on the way things are now. To be successful, your personal plan must focus on what you want, not what you have.”

― Antoine de Saint-Exupéry, writer and pioneering aviator ― Benjamin Franklin, Founding Father of the United States ― Yogi Berra, former New York Yankees catcher ― Peter F. Drucker, author and educator ― Alan Lakein, author ― Dwight D. Eisenhower, former 5-star General and U.S. President ― Lil Wayne, rapper ― Confucius, Chinese philosopher ― Richard Cushing, American prelate of the Roman Catholic Church ― Ralph Waldo Emerson, poet and essayist ― Brian Tracy, author and motivational speaker ― Eleanor Roosevelt, former first lady of the United States ― John F. Kennedy, former U.S. President — Warren Buffett, investor ― Pablo Picasso, painter ― Tom Landry, Hall of Fame football coach ― Thomas Edison, inventor ― George S. Patton, former General in the U.S. Army ― Zig Ziglar, author and motivational speaker ― Alexander Graham Bell, inventor ― Leonard Bernstein, composer and conductor ― Abraham Lincoln, former U.S. President ― Margaret Thatcher, former Prime Minister of the United Kingdom ― Napoleon Hill, author ― Brian Tracy, author and motivational speaker ― Stephen Keague, author ― Chuck Knox, former NFL head coach ― Denis Waitley, writer and motivational speaker ― Fitzhugh Dodson, author ― Catherine Pulsifer, author ― Robert H. Schuller, author and televangelist ― Nido Qubein, president of High Point University

The Key to Success Is
a Proactive Plan

About Cali Law

If you want to do more than just survive – if you want to truly thrive – we’ll help you:

• Design and execute a proactive plan

• Empower you to control the legal process

• Protect what matters to you most

• Achieve your ultimate success

Comprehensive Estate Planning

For parents and families who don’t want to leave a legal and financial mess for others to clean up: a customized plan to protect and pass on wealth to your loved ones, making things as easy as possible during the most difficult of times.

Trustee Success Planning

For Successor Trustees undertaking the personal responsibility, fiduciary duty, and legal liability of administering or settling a trust: a customized plan to manage and distribute trust assets dependably and correctly.

Probate Success Planning

For Personal Representatives of an estate who are faced with navigating the probate court system: a customized plan with dedicated support to ensure you meet all legal requirements, deadlines, and obligations.

Business Success Planning

For entrepreneurs who want to form and operate a legally sound business entity from the start: a customized plan to launch and/or maintain the appropriate entity and submit all required legal filings.

Financial Freedom Planning

For individuals and families who want to gain control of their finances, build and protect wealth, and live the life of their dreams: a customized plan for budgeting, investing, and developing positive cashflow.


Welcome to Cali Law

Our firm is really all about helping you prepare for life. We understand you are super busy, your family is growing, and you need a lawyer who makes things easy, convenient, and efficient. You want to know your plan will work for your loved ones when they need it most. You want to protect and provide for your children, no matter what. And you want to preserve and pass on your family legacy for generations to come.

We are here to help you and your family build and retain real wealth. We’ll maintain communication with you throughout your life and we encourage you to contact us with any questions. We’ll ensure your estate plan grows and evolves right along with you so it will continue to work, just as you intend, throughout your life.

We look forward to serving you.

Marc Garlett, Founder and Managing Attorney

What We’re All About

Our Mission:

Empowering families to create legacies which last across generations.

Our Vision:

Earning the privilege and honor of being our clients’ trusted advisor for life.

Our Core Values:

  • Showing up with a “can do” attitude, cheerful spirit, and passionate drive.
  • Reaching for excellence in everything we do; we will never settle for “good enough”.
  • Taking a proactive and innovative approach to the opportunities presented within each challenge we (and our clients) face.
  • Being accountable. We don’t pass the buck, point fingers, or make excuses.
  • Doing the right thing – every time, always.

Our Niche:

Creating and implementing customized, proactive legal plans designed to protect our clients’ families, cultivate their wealth, and ensure their lives make a meaningful impact on their loved ones and communities.

Our Guarantee:

If you work your plan, your plan will work for you.

Marc with his Family


What Our Clients Are Saying

5 Star Review for Cali Law

“Marc is extremely knowledgeable and easy to work with. His team recently helped us put together our trust and Child Protection Plan. Life can take unexpected, unpredictable turns. We wanted to ensure that our children will have the kind of lifestyle and opportunities that we always hoped for, even if we could no longer be with them. Thank you Marc!”

— Sherry S.

5 Star Review for Cali Law

“What sets Marc apart is his ability to think out the future. Marc has excellent vision for the needs of families, especially those with young children. He is proactive in his approach, genuinely cares about the needs of his clients, and is responsive. An absolute pleasure to work with, I highly recommend Marc for estate planning and advice on small business issues.”

— Monica C.

5 Star Review for Cali Law

“We can’t thank you enough for all of your assistance through what at first seemed like a daunting task for us. Through your guidance (and patience) we were able to navigate the process of getting our planning in place. We could not have chosen a better team to partner with and we have nothing but high praise for Cali Law and your process. Thank you also for your continuing support.”

— Marcus C.

5 Star Review for Cali Law

“We appreciate Marc’s attention to detail as he thought of so many things that we did not know about. We had no knowledge of the process, but we knew a trust was important. We trust that Marc has our best intentions in mind and feel good that we can reach out and ask for help as well at any time. He is a family man and it shows in his commitment and dedication toward protecting our family.”

— Matthew R.

5 Star Review for Cali Law

“Marc is a genuinely good human being. The fact that he’s an attorney is a means to an end for helping people, with empathy, and doing the right thing. My wife and I set up our family trust with him for the benefit of our new family. We feel empowered knowing we’ve taken this important step and having Marc guide us through the process was like having a collaborator on our team ensuring everything was done properly, thoroughly, and with the utmost care.”

— Richard N.

Read more reviews:

The Cali Law Difference

Cutting Edge Tech

We harness state-of-the-art technology, complete with a digital app, to provide you with fingertip access to your plan. This enables you to:

  • View your progress throughout the process, broken down by stages and task lists – all updated in real time.
  • Easily identify any upcoming deadlines and appointments (with updates and reminders of each via text and/or email).
  • Instantly communicate with your legal team
  • Stay organized and in control of the entire process so you never have to wonder what’s going on or what’s supposed to happen next.

Personal Touch

Our warm and caring legal team is dedicated to your success:

  • You’ll work with your attorney to create a customized plan designed to achieve your legal and financial goals.
  • You’ll work with your case manager to execute and complete your customized plan.
  • You’ll have continuing support from, and access to, the firm’s attorneys, paralegals, and support staff throughout the execution of your plan’s successful conclusion, and beyond.

Transparent Fees

We structure our legal fees to be transparent and to fit your budget:

  • Flat fees whenever possible so there are no surprises when it comes time to pay your bill.
  • All fees are quoted up front, so you’ll know the final total before we ever begin work on your legal matter.
  • You choose your own fee by determining which options you want to include in your customized plan; you’re in control.
  • Check and credit card options available on many legal planning services.

Ongoing Support

We are interested in forming a relationship with you and your family, for life. We are NOT in the business of merely creating documents for you to sign and sending you on your way. The only “sure” thing in life is change, which means your assets, family situation, and even your goals will grow in different ways throughout the course of your life. This means you must have a plan that adapts to you.

The fact is, if your plan does not adapt over time, your plan may not be able to deal with changing circumstances. This is why each of our legal plans includes ongoing support and consistent interaction.

6 Mistakes Families Make When Choosing an Estate Attorney

Consumer Report

6 Secrets Other Attorneys May Not Be Telling You

One of the most important decisions regarding your legal planning is choosing an attorney to guide you through the process. Choose the RIGHT attorney and you can rest assured a legacy of love and financial security will be the foundation for your legal plan. Choose the WRONG attorney, and your plan might not work the way you intend, and your case may be left to chance. Learn the 6 mistakes you must avoid when choosing an estate attorney by downloading our free guide.

Recognitions and Affiliations