The Bay Area’s boutique Estate Planning law firm
We specialize in all aspects of estate planning, including gift and tax planning, as well as estate/probate administration when a loved one dies.
We will guide you through the estate planning process to ensure that you achieve your goals—whether that is to provide for the care and assistance of your family members and loved ones, to make charitable contributions, or something different altogether. Regardless of the size of your estate or your reasons for considering an estate plan, we use our extensive experience to create the best plan for you and your loved ones. If you already have an estate plan in place, we will be happy to review it with you to confirm that it reflects your current desires and takes advantage of the current laws.
If you have lost a loved one, our trust and estate administration services are designed to carry out the terms of a trust expeditiously, or ensure an orderly and timely probate process.
We are transparent about our fees, and charge our clients on a flat-fee basis. We do not have an hourly rate, and we never bill for communications or consultations. Every client knows exactly what the costs will be before hiring us.
Please contact us to schedule a free initial consultation and find out whether our services are right for you.