Overview

We are an estate planning firm whose focus is to provide Southern California residents with comprehensive and affordable solutions for quality estate planning.  Our task is to make sure that we develop a customized estate plan that properly meets your needs.  We are dedicated to giving you the necessary information to make an informed decision best suited for you and your loved ones.  We are committed to listening to your requests, personal goals, financial objectives and the end result you are looking to achieve.  Our objective is to provide direction and assistance with the administration of trust assets, probate, and/or conservatorships.   

When you call or visit our office, we want you to feel comfortable discussing these very important aspects of your financial and family life.  We want to help you preserve as much of your estate as possible for your beneficiaries by deflecting probate, estate taxes, and other liabilities; help you establish asset distribution to protect your wealth; and help you ensure that you are prepared in the event of incapacity or in case of disability.  We structure and prepare wills, and other estate planning documents, including durable powers of attorney, health care powers of attorney, and living trusts.  We help you maintain your estate plan to reflect the changes in your life and ensure that you understand how your estate plan will be handled according to your wishes and goals.


Our Services

We assist clients in maintaining privacy and control of their estate by utilizing one or more of the following:
*Revocable Living Trust (single and married couples)
*Qualified Terminable Interest Property (QTIP) Trust
*Qualified Domestic Trusts (QDOT)
*Special Needs Trusts
*Pour-Over Wills
*Powers of Attorney
*Advance Health Care Directives
*Irrevocable Life Insurance (ILIT) Trust
*Personal Residence Trusts
*Charitable Remainder & Charitable Lead Trusts
*Grantor Retained Annuity Trusts

Trust & Probate Administration - We assist clients grieving the death of a family member by providing trust and probate administrative services, small estate distribution, spousal property petitions, trust division upon the death of a spouse, trust funding, trust amendments, and gift and estate tax return preparation.

Conservatorships - We assist clients in conservatorship proceedings so that they may assume the responsibility of taking care of a loved one who is physically unable or financially incapable of taking care of himself or herself.