Our staff only works remotely.   We are closed on Mondays for work/life balance.  We are not accepting new trust clients.  Our primary focus is trust administration.  Existing clients can contact us to see our availability for trust amendments. Due to many life changes, we may not be available at the time.  We are traveling a lot and hope to be in Colombia for a while for prayfully pending adoptions.

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What Will Your Legacy Be?

We help you to create, maintain, grow and pass on your legacy.

• Trust Administration

We no longer handle.

• New Trust Plan Creations
• Amendments for people who were not clients prior to 2026
• Private Party Real Estate Transactions and Planning
• Business Formation and Entity Planning
• Non-Profit Corporations
• Probate
• Conservatorships

The Importance of Estate Planning

Please contact a good estate lawyer to prepare your plan.  Do not rely on a “do it yourself” version or “independent paralegal.”  I have seen too many horrible plans created that way!

If you don’t plan your estate, the State of California will!

Your Estate Plan consists of the documents you have in place (or don’t have) that control your finances and health care decisions upon incapacity or death.  Your estate plan is the result of what you do and what you don’t do.  These actions or inactions affect your health and welfare and your loved ones’ ability to care for you without court interference or cost.  Your actions or inactions also greatly affect your loved ones’ inheritance upon your death.

If you plan ahead and properly use a living trust, you can save your loved ones a lot of hassle and money.  Choosing not to plan means that you have chosen the default plan provided by California law – intestacy.

The major reasons for planning are:

• To keep you out of Conservatorship Court;
• To keep your loved ones out of the Probate Court;
• To maximize the legal tax savings;
• To maximize control; and
• To protect your children by naming a guardian