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.
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.
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 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.
WALNUT CREEK OFFICE:
1261 Locust Street
Walnut Creek, CA 94596
460 Center Street, #6264
Moraga, CA 94570
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