Trust, Estate Planning & Probate Services
in San Francisco & the Bay Area

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

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

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

Estate & Tax Planning

extended family with estate planning needs

  • Parents with minor children
  • Wills, powers of attorney & healthcare directives
  • Second marriages, blended families
  • Unmarried couples
  • Business transfer & succession planning
  • Special needs trusts
  • Clients in same-sex relationships
  • Charitable giving
  • Planning for digital assets

Trust & Estate Administration

  • Probate
  • Trustee advising
  • Trust administration

Additional Services

  • Business formation
  • Real estate transactions
  • Contract review
  • Drafting & negotiating agreements
  • Nonprofit and charitable gift advising

Contact us with your questions or to schedule an appointment. We arrange meetings in San Francisco and Marin County, whichever is most convenient for you.

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