OUR SERVICES

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

Plan Ahead

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

Cover your assets

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

REST EASY

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