Legal Practice Areas

Our team of experienced attorneys is dedicated to helping individuals and families plan for the future and secure their assets. Whether you need help creating a will, setting up a trust, or navigating the probate process, we are here to provide personalized and effective solutions. Our goal is to make the estate planning process as seamless and stress-free as possible, while ensuring that your wishes are honored and your assets are protected. With a deep understanding of California laws and a commitment to our clients, Lawvex is the right choice for your estate planning needs.

Find out how our Lawyers can help you


I am an Executor of a Will / Probate

An executor of a will or probate is involved in managing the distribution of a deceased person’s assets according to their written instructions or the laws of the state.


I am a Trustee of a Trust

As a trustee of a trust, you oversee the management and distribution of trust assets for the benefit of the trust beneficiaries according to the terms of the trust document.


I am inheriting from a Trust or Will

Inheriting from a trust or will refers to the process of receiving assets or property from the estate of a deceased individual as specified in their trust or will.


I want to plan my Estate and make / update my Will / Trust

Making changes or updates to your will or trust is an important step in planning your estate and ensuring your wishes and loved ones are protected after your death.


My family member is not able to make financial / medical decisions

A family member who is unable to make financial or medical decisions may require a power of attorney or guardianship to have someone act on their behalf.


I want to Make Charitable Gifts

Making charitable gifts allows individuals to support causes they care about and make a positive impact in their community. Learn about Donor Advised Funds (DAF) and how they can work for your estate to manage wealth long-term.

Start A Business California Lawvex Attorney

I want to Start a Business or Non-Profit

Starting a business or non-profit involves a variety of steps, including choosing a business structure, obtaining necessary licenses and permits, and creating a solid plan for success.


I want to transfer my business to my family

Transferring a business to a family member involves a carefully planned process that takes into account tax implications, legal requirements, and the long-term success of the business.


I want to sell or buy part or all of a business

Selling or buying part or all of a business requires careful consideration of financial, legal, and market factors to ensure a successful transaction for all parties involved.


I want to sell or buy real estate without using a broker

Selling or buying real estate without using a broker can be a cost-effective option, but it also requires a good understanding of the real estate market and legal requirements to ensure a successful transaction.

Our Areas of Expertise

Trust Administration


Trust/Estate Disputes

Estate Planning

Estate Tax Planning

Conservatorship/ Guardianship

Corporate Formation/ Governance

Mergers/ Acquisitions

Business Succession Planning

Private Real Estate Transactions