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  • Estate & Trust Administration in California: Your Legacy Preserved.

    Serving San Mateo & Santa Clara counties

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  • Heggstad Petitions in California

    Helping You Collect Assets Left Out Of A Trust

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  • Spousal Set-Asides

    Helping You Navigate Spousal Property Petitions in San Mateo & Santa Clara Counties

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  • Estate Planning in California

    Life is Unpredictable. Let Us Help You Plan for the Unexpected.

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  • Sec. 1031 Exchange

    Learn the basics of Sec. 1031 Exchanges and find out why they are such a valuable estate planning tool in California

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Contact Us To Find Out How We Can Help

In-Office and Virtual Appointments Available! We regularly schedule phone consultations or video chats to meet the needs of clients. Schedule Now

Trust Administration

We will help the Successor Trustee navigate the process of carrying out the wishes and plan of the Trust creator, including helping collect assets left out of a Trust through the use of a Heggstad Petition.

Estate Administration

Having experience with Probates and Spousal Property Petitions, we will help you navigate through the final disposition of your loved one's estate from start to finish.

Estate Planning

Making plans to manage your assets and other aspects of your life before you're gone is important. A little time and effort now will be incredibly useful to you and your family down the road.

Why Choose Our Firm

Our counsel is distinguished in our profession for many reasons. One that we pride ourselves the most in, is the fact that our professionals are experienced and totally committed to tending to each and every one of our client's legal needs and concerns.