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.

Learn more
About our firm