OUR SERVICES
We offer free consultations for the following services:
Estate Planning
We provide the following legal services and more:
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Trusts
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Wills
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Durable Powers of Attorney
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Advance Health Care Directives
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Guardian Nominations for Minor Children
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Deeds to transfer property to your Trust
Probate
We provide legal assistance to individuals navigating the probate process including:
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Filing Petitions for Probate to obtain Letters of Administration/Testamentary (and the entire probate process)
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Heggstad Petitions
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Spousal Property Petitions
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Small Estate Affidavits
Trust Administration
We provide legal services to Trustees, to fulfill
their fiduciary duty upon the death of a
Settlor (Trustor), including:
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Trustee Notification requirement
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Dealing with Creditors
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Trust Accountings
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Distribution of Assets including Real Property
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Prop. 13/19 Transfers
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Conservatorship
We provide legal services for the establishment and management of conservatorship, including:
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Filing Petitions for Conservatorship (and the entire Conservatorship process)
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Conservatorship Reports and Accountings
Fiduciary and Concierge Services
We assist in managing assets and making decisions for clients with utmost trust. We also offer concierge services as personalized support for non-core tasks, enhancing clients' quality of life through services like lifestyle management, aiming to save time and provide tailored solutions.
Business Formation
We assist individuals and entities in establishing and structuring new businesses in compliance with legal requirements. These services include entity selection (e.g., LLC, corporation), drafting and filing necessary documents, compliance with local regulations, and providing legal guidance throughout the formation process.