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Answering Life's Difficult Questions

Estate planning and wealth management to protect and provide for the people you care about.
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Individual attention for individual results

28 years
With over 28 years of experience, Graham McDougal is a seasoned strategist who can develop effective estate and financial plans to achieve your goals.
Planning and Resolution
Adept at planning, Graham also assists clients with the post-death resolution of their matters, whether through Probate or alternative solutions.
Free Initial Consultation
Graham offers a free 30-minute initial consultation.
Attorney and Financial Advisor
Graham is both an attorney and licensed financial advisor, applying the experience in both professions to create and implement his client's individual estate and financial plans.
Fixed- fee Estate Planning
To assist his clients budget for the plans they create, Graham offers a fixed- fee planning approach for basic (California) estate plans.
Creating a Legacy
By focusing on each client, Graham creates estate and financial plans to designed to adapt and last through future uncertainty.
Services

Create your Legacy with tailored solutions

Estate planning and wealth transfer
Safeguard your legacy with strategic estate planning, including wills, trusts, and wealth transfer strategies, ensuring the smooth transition of assets to future generations.
Probate and Non-Probate Transfers
Transferring a decedent's property to their survivors- whether by Probate or direct claim- carries risks and requirements. I help my clients understand both as we work to efficiently realize the promises of those who have gone before us.
Financial planning services
Developing a financial roadmap based on your life goals, including budgeting, saving, investing, and retirement planning, to secure your financial future.
Retirement planning
Ensure a comfortable retirement by strategizing and managing your finances to meet post-retirement lifestyle goals, including pension planning and withdrawal strategies.
About

A reliable advisor for the future

Welcome to McDOUGAL LAW, your trusted partner in the world of estate and wealth planning.
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Partnership with clients
Graham focuses on open communication and a commitment to becoming a life- long resource.
Individual approach
Understanding that each client is unique, Graham develops personalized strategies to suit your goals and life circumstances.
Reviews

Create or Update an Estate and Financial Plan to grow, protect and pass along your legacy.

Graham McDougal applies his expertise to understand your unique estate planning and financial goals and develop personalized strategies to meet an uncertain future.
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Get in touch
graham@mcdougal-law.com
2500 VENTURE OAKS WAY STE 380 SACRAMENTO CA 95833-4222 US
McDOUGAL LAW- Individual solutions to life's challenging questions.
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