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Secure Your Family’s Future with a Trusted Estate Planning Lawyer

Congratulations on taking this important step toward securing your future. If you're looking for an estate planning lawyer to help you protect your family, avoid probate, and create a living trust, you're in the right place. We take a holistic approach to estate planning, considering not just your assets, but also your values, family dynamics, and long-term goals to craft a plan that truly works for you. Ready to take the next step? Schedule your Life & Legacy Planning Session today!

If you’ve recently lost a loved one and need assistance with trust administration, we understand how overwhelming it can be. Schedule a free 15-minute call to get the guidance and support you need during this time.

There are three options for you to get our support. 


Choose the one that's best for you:

FREE 15-MIN DISCOVERY CALL

Before committing to a Life & Legacy Planning Session, our free 15-minute phone call gives you the chance to learn more about our approach to estate planning and see if we’re the right fit for your needs.

LIFE & LEGACY PLANNING SESSION

Your Life & Legacy Planning Session is a comprehensive meeting where we dive into your unique situation and goals. We’ll discuss how a living trust and a well-structured estate plan can protect your family, avoid probate, and ensure your wishes are honored. By the end of the session, you'll have a clear path forward with expert guidance from a trusted estate planning lawyer.

TRUST ADMINISTRATION 

Are you trying to help a loved one who is incapacitated or dealing with a trust as the successor trustee after a loved one passed away?

Confused on which option is best?

We know that estate planning can feel overwhelming, and you may not be sure which option is right for you. Whether you need a living trust, help with trust administration, or have an urgent situation, we’re here to guide you. Call us at 650-600-1735, and we’ll help you find the best path forward.

Urgent Estate Planning? We’ll Prioritize Your Appointment.

If you or a loved one are on hospice care or about to begin cancer treatment, we understand that time is of the essence. Our priority is ensuring your estate plan is in place quickly and efficiently, without added stress or extra rush fees. Our experienced estate planning lawyer will work efficiently to create your living trust and other essential documents, so you can have peace of mind knowing your wishes are honored. Please call our office at 650-600-1735, and we’ll do our best to accommodate your needs with a priority appointment.

Need Estate Planning but Can’t Travel? We’ll Come to You.

We are a senior-friendly law firm, dedicated to making estate planning as easy and accessible as possible. If you’re unable to visit our office due to mobility challenges, health concerns, or other circumstances, we offer home visits at no extra charge for clients in San Jose and throughout Santa Clara County. Whether you need a living trust or a full estate plan, our estate planning lawyers meet you where you’re most comfortable. Please call our office at 650-600-1735 to schedule a home visit, and we’ll arrange a time that works best for you.

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