Our Services
Secure your family's future with expert estate planning. Contact us today to book a consultation with our experienced advisors.
Full Service Estate Planning
Estate planning should not be a “one fits all” endeavor. Let us tailor your estate plan to fit your family’s unique situation and goals.
Many homeowners and families can benefit from a Revocable Living Trust. Property held in trust will avoid the probate process. Distributions can be custom tailored to suit your family’s needs. As the creator or Settlor of the Trust, you can also plan and provide for yourself in the case of long-term care or disability.
Our packages include every document you will need: Trust Instrument; Pour-over Wills; Durable Powers of Attorney; Advance Health Care Directives; HIPAA Releases; Certification of Trust; General Assignment to Trust; and instructions for “funding” your trust. We are with you every step of the way.
Additional services:
Trust Administration & Settlement
Review and Amendment of Existing Estate Plans
Representation of Beneficiaries and Heirs
Special Needs Planning & Trusts
Irrevocable Trusts
Real Property Transfers
Probate & Small Estate Administration
Probate is a complex and time consuming process. Our expertise can make your life easier. We handle probate matters throughout California. We can represent you in your capacity as Executor or Personal Representative. We also represent beneficiaries and heirs of the deceased throughout the probate proceedings.
Wills, Powers of Attorney, etc . . .
Not everyone needs a Trust, bur everyone can benefit from having a Last Will & Testament, a Durable Power of Attorney, and an Advanced Health Care Directive. Let us ensure you and your loved ones have these crucial documents in a timely manner.
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