Legal Services

Trust, Estate Planning & Probate Services in California

To help you navigate the complexities of estate planning, trust administration post death and probate, we provide a full range of legal services.

Because we take the time to understand your family dynamics, person values, charitable intentions and financial goals, we can construct a legal plan to support your goals.

Ask us about creative, sound solutions for your unique situation in these areas:

Estate Planning

– Parents with minor children
– Wills, powers of attorney & healthcare directives
– Second marriages, blended families
– Unmarried couples
– Clients in same-sex relationships
– Charitable giving

TRUST & ESTATE ADMINISTRATION

– Trust advising
– Trust administration
– Probate

ADDITIONAL SERVICES

– Business formation
– Real estate trust transfer deeds & transactions
– Nonprofit and charitable gift advising

Contact us with your questions or to schedule an appointment. We arrange meetings by conference call, video call and in person in Marin County, San Francisco and Sacramento.