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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. Learn more about closing out a trust after death.
Our Areas of Expertise
Trust Amendment vs Restatement: A California Guide
Schedule a trust update consultation and learn how trust amendment vs restatement choices affect clarity, privacy, and your California estate plan.
Probate Referee California: Executor’s Guide
Schedule a probate consultation to understand probate referee California appraisals, fees, timelines, and options for addressing a disputed value.
Ancillary Probate California: A Practical Guide
Schedule a consultation about ancillary probate California, including when it is needed, the court process, likely costs, timing, and alternatives.










