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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
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DIY Legal: A Business Law Podcast

DIY Legal: A Business
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A podcast dedicated to guiding entrepreneurs and small business owners through the maze of business law

Latest Blogs

Latest Blogs

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
Estate Planning 101: The Powers of Attorney

Estate Planning 101: The Powers of Attorney

One of the most important estate planning tools is known as the Power of Attorney. This is a tool where you are able to grant another individual or service with the authority tRead More
S.B. 378: The (Proposed) New California Estate Tax – What Does It Mean for You?

S.B. 378: The (Proposed) New California Estate Tax – What Does It Mean for You?

This is the first blog in a series that will cover different aspects of the proposed California Estate Tax. This blog article gives you a little background by first going over the Read More

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