Probate, Trusts & Estates


Estate Plans

Our goal is to make the process of preparing your estate plan as efficient and straight-forward as possible.  For most estate plans, we offer a simple flat-fee billing structure and quick turnaround time.  


Probate & Trust Administration

We work closely with our clients to transfer the property and assets of the person who died to the beneficiaries.  If there is a trust, we perform all aspects of the trust administration.  If there is no trust, we represent the executor or administrator of the estate with the probate proceeding.


Estate & Trust Litigation

Through our understanding of the law and your circumstances, we will work with you to develop a plan to success.  We have litigation experience representing "both sides" for breach of fiduciary duties, removal of executors/trustees, will & trust contests, and financial elder abuse.  We also represent family members in complex settlement negotiations and mediations.

Our Clients

Our clients are individuals and families of all ages and backgrounds.  We listen to the unique needs of our clients and tailor our services to meet each individual's goals in a professional and welcoming atmosphere. 

Contact Us

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Phone: 925-257-2913


1261 Locust Street

Walnut Creek, CA 94596


460 Center Street, #6264

Moraga, CA 94570