We provide concierge-level service to clients in California and New York.
We help families plan with intention so they can protect and preserve their legacies for generations.
Estate & Incapacity Planning
- Wills & Revocable Living Trusts
- Guardianship Nominations
- Powers of Attorney for Finances
- Health Care Directives & Living Wills
- Final Disposition Instructions
We work with business owners and professionals to insulate their personal assets from the risks inherent to operating a business.
Business & Asset Protection
- Irrevocable Trusts
- Entity Formations & Maintenance
- Contract Drafting & Negotiation
- Purchase & Sale Transactions
- Outside General Counsel Service
We help families navigate the complexities of trust and probate administrations so that they can focus on their own emotional healing after losing a loved one.
Probate & Trust Administration
- Probate Administrations
- Trust Administrations
- Heggstad Petitions
- Spousal Property Petitions
- Conservatorships & Small Estate Administrations