Helping California Families Plan With Confidence

After helping thousands of California families and businesses plan for the future, we know estate planning is about protecting the people you love with clear guidance, trusted support, and a plan that works when life becomes uncertain.

• You want a law firm who will be your first call if something unexpected happens, including death, incapacity, illness, or an urgent legal decision. We help your loved ones understand what needs to happen and what steps to take next.
• You also want an estate plan that is simple to understand and easy to follow. We explain everything in plain language, clarify each person’s role, and create practical solutions based on your family, assets, goals, and concerns.
• We know you want the process to be easy, organized, and stress-free while helping you maximize value and minimize unnecessary cost.
• We know you need easy scheduling options that work around your busy life, which is why we offer convenient remote consultations to all California families statewide.
• Most importantly, you need a plan for your family or business that works when it is needed. We build thoughtful, customized estate and business succession plans designed to protect your family, reduce confusion, avoid unnecessary conflict, and give everyone involved greater confidence.

If any of those points resonated with you, then click below to get started.

Estate planning & trust administration matters completed Learn more about California probate timeline.

Star rating with 235 Google reviews

Dedicated estate planning attorneys

Collective years of legal practice

FREE RESOURCE:
THE BEGINNER’S GUIDE TO
ESTATE PLANNING

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.