(818) 883-6031 / (707) 537-6590

Services

Brief Introduction to Our Services

Planning:

  • Provide for your family
  • Wills & Trusts
  • Special needs trusts and irrevocable insurance trusts
  • Avoid Estate Taxes and Probate
  • Protect yourself in the event of incapacity
  • Life, Disability, and Long Term Care Insurance Protection

Trust Administration:

  • Step-by-step Guidance to Eliminate Hassle and Comply with Legal Requirements and Deadlines
  • Planning and Protectection for Beneficiaries

Probate:

  • Personalized Guidance Through the Procedures to Speed-up the Process and Limit Creditor Claims

Elder Law:

  • Conservatorships
  • Durable Powers of Attorney
  • Advanced Health Care Directives

Corporate and LLC Formation:

  • Filing Articles with SOS
  • Bylaws
  • Record Books & Minutes

Complimentary Guest Speaker Since 2004:

  • Mommy groups
  • Bankers, Lawyers and CPA’s
  • Teachers and Veterans