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Estate Planning

Preserve and Protect Your Assets and Wishes


It is the greatest benefit to those who want to protect their health and financial vision for the future. Estate planning includes Advance Healthcare Directives, Powers of Attorney, Wills, Trusts, and a comprehensive view of your assets to make sure that your wishes are properly executed.

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Contrary to popular belief, having a will is not enough to keep you out of probate court


Having an attorney who you trust and empathizes with your particular situation will make a difficult situation less stressful and more manageable. 

If you are experiencing the loss of a loved one and want to consult with a qualified probate attorney please schedule a complimentary consultation to speak with us.

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Trust Administration

Providing you with the timely support you need as a Trustee of a Trust


The California Probate Code requires that the Trustee of a Trust or the Executor(ix) of an estate complete certain tasks within important time frames throughout the administration process. Along with our trusted network of CPAs, realtors, and other industry professionals – we ensure our clients are compliant with any deadlines or legal requirements. 

We make the process understandable, smooth, and efficient for those tasked with the important role of administering a trust.

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