What we structure
Revocable Living Trusts
Keep control of your assets during life, avoid probate at death, and pass property privately to your chosen heirs.
Irrevocable Trusts
Asset protection, estate-tax planning, and Medicaid planning for higher-net-worth families.
Simple & Pour-Over Wills
A clear legal record of your wishes, often paired with a trust for full coverage.
Powers of Attorney
Financial and medical POAs so a person you trust can act if you can't.
Advance Healthcare Directives
Document your medical wishes so loved ones aren't forced to guess.
Deed-Transfer Strategy
Transfer your primary home into trust the right way — preserving Prop 13 basis where it applies.
Who this is for
- Homeowners who want to keep their property out of probate
- Parents of minor children who need a guardian named and assets protected
- Blended families who want clear, unambiguous inheritance
- Business owners passing equity, real estate, or a practice to heirs
- Anyone whose existing will hasn't been reviewed in 5+ years
Our process
- 01
Private consultation
We map your family, assets, and intent. No templates, no pressure.
- 02
Plan design
We recommend the right structure — trust type, beneficiaries, trustees, deed strategy — and explain the trade-offs.
- 03
Drafting & signing
Documents prepared, reviewed with you, and properly executed and notarized.
- 04
Funding & coordination
We coordinate deed transfers, beneficiary designations, and asset re-titling so the plan actually works at the moment it's needed.
Common questions
What's the difference between a will and a trust?
A will directs what happens after death and goes through probate — a public, court-supervised process. A revocable trust takes effect immediately, stays private, and avoids probate for the assets titled into it.
Do I still need a will if I have a trust?
Yes. A "pour-over" will catches anything not titled into the trust and names a guardian for minor children.
What is probate and why avoid it?
Probate is the court process that validates a will and distributes assets. It's public, can take 9–18 months, and typically costs 3–7% of the estate. A funded trust avoids it.
Can I change my trust later?
A revocable trust can be amended or revoked at any time while you're alive and competent. Irrevocable trusts have stricter rules — chosen on purpose for asset protection or tax benefit.
Next step
Ready to put your plan in place?
Schedule a private consultation. We'll review your situation and recommend the right structure — no pressure, no obligation.