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Trusts + Estates Trusts + Estates

You are here because you are frustrated with a California trust and estates legal problem. You may be an executor of a Will, trustee of a Trust, beneficiary, professional fiduciary, or maybe just trying to understand what it means to plan your estate or do business succession planning in retirement. We can help. You came to the right place. You are the hero of your story and we are the guide. We are the premier Central California Trust + Estates law firm.

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Learn More About Your Rescue Team

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Saving You from Legal Frustration Through Education

Saving You from Legal Frustration Through Education

More Than Money

How do we leave a lasting legacy to our children and those we leave behind? Questions like this are answered in this free chapter of More Than Money, featuring our founding partner, attorney Gary Winter.

Free Resource:
The Beginner's Guide to
Estate Planning

DIY Legal: A Business Law Podcast

DIY Legal: A Business
Law Podcast

A podcast dedicated to guiding entrepreneurs and small business owners through the maze of business law

Latest Blogs

Latest Blogs

Were You Named a Beneficiary? Understand Your Rights

Were You Named a Beneficiary? Understand Your Rights

If you have had a loved one pass away recently, you may know (or received a notice in the mail) that you are a beneficiary of their estate. This simply means that you are a naturalRead More
5 Reasons to Create Separate Wills for You and Your Spouse

5 Reasons to Create Separate Wills for You and Your Spouse

In most cases, we recommend a trust-based estate plan instead of a will-based plan so that our clients can avoid the cost and hassle of probate. However, there are some situations Read More
Understanding Your Responsibilities as Executor of a Will

Understanding Your Responsibilities as Executor of a Will

When a Will is made, someone will need to be named as the executor. This is the person who will be responsible for ensuring the wishes of the deceased will be properly fulfilled. DRead More

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