Protect the Life You’ve Built.

Most California families benefit from a living trust because it lets your estate avoid a court-supervised process that can otherwise be slow and costly here. A will still has a role, often as a backstop. The right combination depends on your situation, which we review together in a free consultation.

A successor trustee has real legal duties: notifying beneficiaries, inventorying and valuing assets, paying debts and taxes, keeping clear records, and distributing what remains according to the trust. We guide trustees through every step so nothing important is missed.

It depends on how you want to be taxed, how you plan to raise money, and how you will run the company. An LLC is flexible and simple to maintain; a corporation can suit businesses planning to bring on investors. We help you choose, and set it up correctly from the start.

It depends on the complexity of your estate and which documents you need. We give you a clear quote after understanding your situation, with no surprises. The first consultation is free.