Creating and carrying out an estate plan customized for your needs and goals.
Minimizing complications now and in the future.
Whether you need to create an estate plan (will, trust, etc.), or need help with an estate after a loved one has died, we’re here to help make it easy.
We work with estates valued at less than the federal estate tax exemption amount ($13.61 million in 2024).
Whether we’re creating an estate plan or administering an estate, our focus is on minimizing conflict through clarity and communication. Too many families are destroyed by conflict after a death. Let’s make sure yours isn’t one of them.
If things do become contentious, we recommend you work with a mediator or litigator skilled in conflict resolution.
Click the button to get started creating a clear, effective will and trust, or scroll down to learn more about our services.
Check out our Frequently Asked Questions to learn more about our process, fees, and the answers to other common questions.
Full Service Estate Planning
Creating an estate plan (a will, trust, etc.) should be as clear and efficient as possible so you can minimize complications now and in the future. Memorializing your wishes can save you and your loved ones a lot of time, money, and heartache down the road - but you have to do it before you actually need it.
When you plan for the future, you're giving the people who matter most the gift of knowing what you want, and the power to do it. You’re avoiding misunderstandings and conflicts, and ensuring that your assets are controlled by and benefit the people you choose.
Get started here.
Expedited Estate Planning
Want to get your will and trust done right, fully customized to your needs, in a short period of time? Maybe you have an upcoming trip or an urgent medical procedure coming up.
We offer expedited services for situations just like yours.
You get thorough, high quality documents and expert guidance from an experienced estate planning attorney, on a shorter timeline.
Let us know right away if you have an urgent need so that we can get you scheduled before our calendar books out - make sure to mention your upcoming deadline.
We do charge an additional fee for this premium, priority service. Other than that and the condensed timeline, it’s virtually the same process we use with our full-service estate plans.
Start the process here.
LGBTQIA Estate Plans & Protections
Will you be able to visit your partner if they are hospitalized? Will your children be able to visit you if you are hospitalized? Will your spouse have access to your health care records and be able to participate in your health care decisions? If you die, who will inherit your property, or be able to live in your home? If you want to leave your assets to your partner, have you put that in a legally binding document? Who would care for your children? A lot of progress has been made towards legal equality for same-sex couples. However, there was more to be done, even before this country started back in the wrong direction. Let’s get you and your loved ones taken care of.
Estate planning can make ALL the difference in the rights your partner or spouse has in an emergency or after your death. Unfortunately, many estate planning lawyers are not fully informed in this area of the law, and many of the protections for couples and families under state and federal law are too limited, not to mention still based on heteronormative ideas. Let’s put together an estate plan that fully provides for you and the most important people in your life.
Schedule an appointment here.
Pet Planning
Your fur babies are part of your family - and they should be part of your estate plan, too. Would you go on vacation without arranging a pet sitter? Or let a stranger take your pet home with them? I wouldn’t either. There is a lot we can do to ensure that our pets are well cared for, even if we don’t come home when we planned - short term or long term. Who would give them a loving home, or be in charge of finding one? How will your pets’ expenses be covered? What are their favorite foods, allergies, exercise needs, and safety needs? Who has a key to get in to feed them?
As tough as it is to know we will likely outlive our furry family, it is even harder to consider the possibility that they might outlive us. But planning for that possibility is an important part of their care, and can make all the difference to their health and happiness. Let’s get it done.
Book a call today.
DIY Estate Planning
Create a cost-conscious estate plan with thorough DIY estate planning documents prepared by an attorney who’s been guiding clients through the preparation of wills and trusts since 2011. Step-by-step instructions and limiting your necessary input allow you to complete custom legal documents on your own schedule.
Download a complete set of legal documents crafted to fit the specific needs of California residents - whether you’re a parent, a paw-rent, or child-free; married, partnered, or single. Save money without sacrificing quality.
View our DIY options here.
What if a loved one has passed?
If your loved one who has already passed, we can help guide you through the probate court or trust administration process to avoid delays, meet legal requirements, duties, and deadlines, and ensure a smooth and efficient administration. We’re here to help ease the burden in this difficult time. Click learn more about how we can help.
