Our Services

We represent families and individuals in the Bay Area navigate the complexities of estate planning to secure and protect their loved ones future.

Estate planning is the process of arranging and managing your assets during your lifetime and determining their distribution after your death. It involves making decisions about:

  • Asset Distribution: Deciding who will inherit your assets (money, property, investments, etc.) and in what proportions.

  • Guardianship: Naming guardians for minor children or dependents.

  • Healthcare Directives: Specifying your wishes for medical care and appointing someone to make healthcare decisions on your behalf if you become incapacitated.

  • Financial Matters: Planning for the management of your finances in case you become unable to handle them yourself.

  • Minimizing Taxes and Expenses: Structuring your estate to minimize taxes and avoid unnecessary expenses.

  • Executor or Trustee: Appointing someone to manage your estate or trust after your death.

  • Charitable Giving: Including provisions for charitable donations if you wish to support specific causes.

Estate Planning

Probate in California is the legal process of administering the estate of a deceased person. It involves several key steps: validating the deceased's will (if one exists), identifying and inventorying assets, paying debts and taxes, and distributing remaining assets to beneficiaries or heirs. We can assist by guiding the executor or administrator through the probate process, ensuring all legal requirements are met, preparing and filing necessary court documents, handling disputes that may arise, and ultimately facilitating the efficient and lawful distribution of the estate according to California probate laws.


Probate

Trust administration involves managing and distributing assets held within a trust according to the terms established by the trust document. This typically occurs after the death of the trust's creator. An estate lawyer can assist by providing guidance to the trustee(s) on their fiduciary duties, ensuring compliance with legal requirements, preparing necessary documents such as trustee certifications and asset transfer documents, handling complex administrative tasks like asset valuation and tax filings, and resolving disputes among beneficiaries if they arise. Our expertise ensures that the trust administration process proceeds smoothly, efficiently, and in accordance with California trust laws, protecting the interests of the beneficiaries and fulfilling the grantor's wishes.


Trust Administration