We provide personalized estate planning services for families that recognize the unique needs and objectives of our clients. Our estate and tax planning services are designed to protect you and your family during your lifetime and to transfer wealth to your loved ones upon your death.
We represent trustees, fiduciaries, and beneficiaries when someone passes away. We help our clients navigate the trust administration process by understanding the decedent’s family dynamics and asset pool to protect our clients’ interests and limit their personal liability.
We represent clients in probate matters including court-supervised estate administrations and any other proceeding before the Probate Court in the State of California. We help our clients find cost-effective solutions to any matter requiring court approval or supervision including matters requiring dispute resolution.