How planning works
First call
It starts with a short call, where we talk about you and your loved ones and what you’re hoping to put in place.
Getting into the details
We sit down for a real conversation about your goals, your loved ones, your assets, and your concerns.
Building your plan together
We work hand-in-hand to build your plan, with our technology keeping us in sync every step of the way.
Making it official
When you’re ready, we sign all the documents and finalize. From there, we record what needs recording, notify the right institutions, confirm everything’s in place, and check back in as life changes.
We maintain the relationship
We keep in touch to ensure that your plan still meets your needs as your situation changes over time.
A licensed California attorney works with you to build plans around your unique needs.
Our proprietary technology makes sure we spend as much time as needed with you, and enables rigorous quality control to ensure your needs are met.
An estate plan is about caring for the people you love. I listen first to learn your unique needs and goals, explain every document in plain English, and make sure you know what you are signing and why.
Planning for the future.
See our practice areas →Powers of Attorney & Healthcare Directives
Naming who decides, financially and medically, if you can’t.
Learn more →Getting help after a loss
Probate & Trust Administration
Guidance for trustees and executors carrying out someone else’s plan: probate, trust administration, and closing out an estate.
Learn more →