Services

Estate planning can be complex, but it doesn't need to be complicated. We offer flat fee services so you know how much your plan will cost.

Revocable living trusts

When someone passes away in California without a trust, their estate may have to go through probate, which means it becomes a matter of public, court record. A trust can help reduce the work needed to be done in probate and can have other benefits as well. Contact me for information on how a trust might be a good option for your estate plan.

Special needs trusts

If you have a family member with a disability, a special needs trust can help make sure their needs are taken care of even after your gone, while they maintain eligibility for government benefits. I've worked with people with disabilities of many types and look forward to speaking with your family about what might work for you.

Guardianship

We all want to be there to protect our kids, but sometimes that's not possible. If something awful were to happen, wouldn't you want the peace of mind of knowing you had set up a plan so your kids were cared for? If you have young children, setting up papers for a potential guardianship can help give you that assurance.

Trust administration

When a person with a trust passes away, someone needs to oversee the process of making sure the property gets to its intended beneficiaries. While this is typically a less-costly, simpler process than going through probate, it can be confusing.  If you are atrustee who needs assistance with this process, talk to me about how I can help.