Free 30 Minute Estate Plan Consultation

(805) 525-7104 – Hablamos Español

Practice Areas

Wills, Trusts and Strategic Planning

We provide comprehensive estate planning services to individuals and families from start to finish. Our services include living trusts, wills, healthcare directives, and powers of attorney. Our plans can include protection for special needs and minor beneficiaries. It's not only about what happens when you are gone, it's about how it affects the ones you leave behind.

Probate and Trust Administration

We help family and loved ones navigate the challenging administration process when administering an existing trust or a court probate matter.

Conservatorships and Guardianships

Helping a loved one who is incapacitated, or a minor child is a challenge of its own. Our firm can help carry the load of the legal aspect by providing services in the establishment and continued management of a conservatorship or guardianship matter.

Special Needs and Incapacity Planning

Planning for the management of finances of a loved one to prevent from having to go to court later, is of utmost importance. Our firm can assist in all aspects of planning for those who have special needs or who may foresee needing care and assistance in the future.

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