
Probate | Estate Planning | Trust Administration
Probate Administration
The weeks following a loved one's death shouldn't be consumed by confusing legal procedures and endless paperwork. Yet too often, that's exactly what happens when families are trying to settle an estate. We step in during this vulnerable time to handle the legal maze so you can focus on what truly matters—processing your grief and supporting your family.
We handle California estate administration, from simple asset transfers that bypass court entirely to complex probate proceedings. Many families are surprised to learn they have options beyond traditional probate that can save both time and money. What sets us apart is our commitment to clarity in an area of law that's often deliberately mystified—we explain your options in straightforward terms, handle all court interactions personally, and keep you informed at every step.
Estate Planning
None of us can predict what tomorrow will bring, but we can make thoughtful decisions today that will guide our families through life's uncertainties. We believe estate planning isn't about dwelling on difficult topics—it's about creating clarity and confidence for the people you care about most. Many people put off estate planning because it feels overwhelming, but what we've discovered from working with families is that those who take the time to plan ahead feel more at ease, and their families are grateful to have clear guidance during challenging times.
We focus on practical estate planning that makes sense for real families. Whether you're new parents thinking about your children's future, professionals building your careers, or anyone who wants their decisions respected without unnecessary complications, we create plans tailored to your specific situation. What sets our service apart is our focus on creating plans that actually work in practice, not just on paper—we help you think through the practical details and provide guidance on the important conversations to have with your family so everyone understands your wishes.
Trust Administration
Being named as a trustee is an honor that comes with significant responsibilities. You were chosen because someone trusted your judgment and character, but that doesn't mean you automatically know how to navigate the legal and financial requirements of trust administration. We understand that most trustees are family members and friends who were selected for their trustworthiness, not their expertise in fiduciary duties or California trust law.
We work with trustees who need practical guidance on trust administration. Whether you're dealing with a straightforward family trust or more complex assets, we help you understand your responsibilities, avoid potential problems, and complete the administration process smoothly.