Wills, trusts, and incapacity planning for California individuals, families, professionals, and business owners. Meet with us in Walnut Creek or remotely from anywhere in the state.
The foundation of a plan that reflects your wishes and keeps decisions within your family.
Documents that let the people you trust act for you if you can't.
Planning that accounts for your company, your practice, and the people who depend on both.
Published prices and no surprises. Your fee covers everything described in your plan. If your situation calls for more, we’ll explain your options and confirm any additional fee in writing before we proceed.
Each plan covers the work described above. These situations require additional drafting or coordination, so we’ll quote them in writing before any work begins.
Life changes, and your plan should too. We’ll review your current trust and recommend the right approach.
We learn about your family, assets, and goals, then recommend the right plan with a written flat fee.
We prepare your documents and send drafts for your review. Questions and revisions are part of the process.
Sign everything in our Walnut Creek office with a notary present, and leave with a plan that’s complete.
We record your home’s deed and give you clear instructions for moving your remaining assets into the trust.
California sets probate fees by law, based on the gross value of the estate. Enter a value to see what your heirs would pay without a living trust.
Loading tool…
Settling a trust or estate can feel overwhelming. We explain each step, keep beneficiaries informed, and give you a clear fee estimate before work begins.
For successor trustees settling a loved one’s trust, with as much or as little help as you need, from limited guidance to full administration.
When assets pass through court, California sets the attorney’s fee for ordinary probate as a percentage of the estate’s value (Probate Code §10810).
The executor or administrator is entitled to a separate commission on the same schedule. Extraordinary services, such as selling real property or litigation, may be awarded by the court separately.
Targeted court orders that can transfer assets without a full probate.
Confirms that property passes to a surviving spouse or registered domestic partner through a simplified court process, often avoiding full probate.
Confirms that an asset belongs to the trust when it was meant to be included but was never formally transferred, so it can be administered without probate.
These costs are set by the court or outside providers and are paid separately, at cost. We’ll identify which apply to your matter up front.
Confidential consultations for individuals, families, and businesses throughout California. Tell us a little about your situation and we’ll be in touch.
