Estate Planning

An estate plan could consist of a trust, will, durable power of attorney, and health care directive. Which documents do you need?

Estate Planning

Probate

What is "probate," when is it required and when can it be avoided?

Probate

Trust Administration

Our office assists successor trustees comply with California state law requirements, gather assets, pay debts, settle business affairs and distribute assets.

Conservatorships

A court-supervised procedure to appoint a conservator or protector who can manage a person's financial affairs and or daily life when that person cannot themselves due to physical or mental limitations.

Conservatorships

Special Needs Trusts

Planning ahead to protect a special needs loved one.

Elder Law Services

Attorney Emily A. Thompson is a Certified Elder Law Attorney and she counsels clients on Medi-Cal planning and related estate planning issues.

Premarital Agreements

Establish the ownership of assets before getting married.

Business Formation

Assistance with forming corporations, LLCs, and other business entities.

Review of Existing Estate Planning Documents

If you have already estabished a will, trust, durable power of attorney or advance health care directive, our attorneys can review your documents and discuss changes or any concerns that you may have.

To learn more about common estate planning documents, click here.