OUR SERVICES
We offer free consultations for the following services:

Estate Planning

We provide the following legal services and more:

Trusts
Wills
Durable Powers of Attorney
Advance Health Care Directives
Guardian Nominations for Minor Children
Deeds to transfer property to your Trust

Probate

We provide legal assistance to individuals navigating the probate process including:

Filing Petitions for Probate to obtain Letters of Administration/Testamentary (and the entire probate process)
Heggstad Petitions
Spousal Property Petitions
Small Estate Affidavits

Trust Administration

We provide legal services to Trustees, to fulfill

their fiduciary duty upon the death of a

Settlor (Trustor), including:

Trustee Notification requirement
Dealing with Creditors
Trust Accountings
Distribution of Assets including Real Property
Prop. 13/19 Transfers

Conservatorship

We provide legal services for the establishment and management of conservatorship, including:

Filing Petitions for Conservatorship (and the entire Conservatorship process)
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.