What we handle
Services
Most families come to us for one of four reasons. Each begins with a consultation, and none of them starts with paperwork.
Revocable living trusts
Avoids probate, keeps the terms private, and can be amended while you are living. For most Peninsula families holding real property, this is the document that does the work.
Wills and directives
A pour-over will, a durable power of attorney for finances, and an advance health care directive naming who decides when you cannot.
Trust administration
What a successor trustee has to do after a death: notices, valuations, transfers, and an accounting the beneficiaries can read.
Property transfers
Deeds and retitling, and the reassessment questions that follow a change in ownership of California real property.