Client-Centered
Estate Planning
A boutique firm based in the San Francisco Bay Area, providing accessible, top-notch estate planning services to Californian families and individuals.
Core Values
What drive and separate us from others in the field
Educational
Knowledge is power. Understanding the basic differences between wills and trusts is easy and can go a long way. Be an informed customer. Gift the gift of peace of mind to your loved ones.
Customized
Each family is different, so should every estate plan. Your estate planning documents reflect your unique needs and wants, and are meant to grow with you, across different life stages.
Accessible
Quality legal services should be accessible to all. We use cloud-based technologies to collaborate with fellow experts, reduce admin overhead and maintain efficient workflow. We work hard and smart to achieve accessibility.
Get Started Today
If you are like most Californians, perhaps you have put your Estate Planning on the backburner for way too long.
Gone are the days of worries. Schedule your free phone consultation today HERE.