We provide concierge-level service to clients in California and New York.

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


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