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Estate Planning

The main objective of estate planning is to provide for the passing of one’s real property and money to the next generation with ease and efficiency. We can help you with your estate planning concerns whether you are single, married, or in a registered domestic partnership. Most people will need at least the following basic instruments for their estate: a trust, will, financial power of attorney and a health care directive. In the event of your incapacity, the power of attorney and health care directive will allow your designated agent to make important financial and medical decisions on your behalf. The benefit of a properly prepared and executed will and trust is that your estate will not be required to go through probate proceedings upon your death, therefore allowing your family members to deal with your passing without the need to involve the Court. We offer competitive rates for estate planning, including trust packages for individuals or couples that provide everything needed to put your mind at ease and make your wishes known. In addition to preparing the basic estate planning instruments, we can make amendments to existing documents, handle disputes over a deceased or incapacitated family members estate planning documents, and other probate matters.



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84 W. Santa Clara Street, Suite 550, San Jose, CA 95113
| Phone: 408.572.5665
1 Embarcadero Center, Suite 500, San Francisco, CA 94111
| Phone: 415.638.9197
2820 Porter Street, Santa Cruz, CA 95073
| Phone: 831.471.5306
12100 Wilshire Blvd., 8th Floor, Los Angeles, CA 90025
| Phone: 424.465.2600

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