Our Services

How We Help

Comprehensive legal services for estate planning, trust administration, probate, and litigation.

Wills, Trusts & Estate Planning

Unlike sketchy fill-in-the-blank and one-size-fits-all options on the internet, our law firm provides custom estate planning services with careful attention to each client’s unique circumstances.

What sets us apart is that we meet face to face with each client, spending as much time as needed to become fully familiar with your family situation, listen to your wishes, and recommend a customized estate plan to reduce taxes and maximize the benefit of your estate for your family and other beneficiaries.

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Fountain pen and wax seal on estate planning documents
Services Include
  • Revocable Living Trusts
  • Last Wills & Testaments
  • Powers of Attorney
  • Advance Healthcare Directives
  • Property Agreements
  • Charitable Trusts
  • Tax minimization strategies

Probate & Trust Administration

When the time comes to execute an estate plan, whether it’s a Living Trust or the court-supervised probate of a Last Will, the person named to handle those affairs must perform the strict legal duties of a “fiduciary” in accordance with both the plan documents and a host of California laws.

A fiduciary who mishandles the job can be removed from office, and even become personally liable for damages and legal costs.

Our attorneys offer legal guidance in both court-supervised probates and non-court trust administrations to assist clients in carrying out their legal duties and ensure that estate assets are managed lawfully.

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Compass — guidance for trustees and executors

“When the time comes, you need a guide you can trust.”

We Help With
  • Successor trustee guidance
  • Executor representation
  • California probate court filings
  • Trust accountings
  • Asset distribution

Trust & Estate Litigation

Conflicts can arise between family members, beneficiaries, and even creditors of an estate or trust. When a Last Will or Living Trust has been poorly drafted — or there is no estate plan at all — disagreements over the handling of estate assets can lead to stressful disputes, and even litigation.

Our firm provides aggressive legal advocacy for clients in these situations. Often, the window of time to take action is very short, and an attorney should be consulted immediately after the problem arises.

Because the statutory law and rules of court applicable to estates and trusts are unique, it is vital to obtain the assistance of an attorney with experience in trust and estate litigation and conflict resolution.

Consult an Attorney
Courthouse columns
Time-Sensitive

The window of time to take legal action in trust and estate disputes is often very short. If you believe there is a problem, contact us immediately.

Where We Practice

Serving the Greater Sacramento Region

Sacramento County

Folsom • Fair Oaks • Orangevale • Citrus Heights • Rancho Cordova • Gold River • Carmichael • Sacramento • Elk Grove • Natomas • Antelope • Rancho Murieta • Wilton

Placer County

Roseville • Rocklin • Granite Bay • Lincoln • Auburn • Loomis • Newcastle

El Dorado County

El Dorado Hills • Cameron Park • Latrobe • Shingle Springs • Placerville

Be remembered. Well.

Leave a legacy…not a mess.

Let us help you create a simple, professional Living Trust.

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Disclaimer: This website provides general information and does not constitute legal advice. Unless you are an existing client, any electronic message sent to us via this website is not privileged and may be disclosed to other parties. Please carefully consider the content of your message.