Estate Planning Is Crucial For Your Family And Future

As a California lawyer with more than 30 years of experience, I know the concerns of individuals hoping to protect their assets and their families. My law office provides individualized attention and personal service when developing estate planning strategies that will help clients achieve their goals. Services are provided either on a flat-fee or hourly basis.

I offer clients estate planning packages that include a:

  • Revocable living trust
  • Pour-over will
  • Power of attorney for both personal and health care
  • Advance health care directive

These basic documents provide the protection most people need. They also cover contingencies such as assets left out of the trust or the need for someone to take over in the event of incapacity.

Other Estate Planning Services

Other estate planning work includes creating conservatorships for clients who have not undertaken comprehensive estate planning and who have become unable to take care of themselves or their money. I also establish guardianships for minor children. My trust work includes other types of trusts such as irrevocable life insurance trusts.

I also help clients get through the probate process after the death of a family member. I advise personal representatives and trustees about the distribution of assets and other tasks involved in handling an estate. Although disputes are rare, I have the knowledge and experience to help clients resolve problems arising from the execution of a will or trust.

Contact A San Mateo Estate Planning Attorney

Contact my law office to schedule an appointment to discuss your legal needs with an experienced San Mateo County wills and trusts attorney. I can be reached at 650-295-0921.