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Trust and Estate Services

Estate Planning


In this process, we will not only address your financial assets, but also your intellectual, spiritual, and human assets: who you are and what is important to you and how you can leave a legacy of love that goes far beyond money.

I will help you plan how you want to pass on your Family Wealth.

Trust and Probate Administration


I can handle all of the legal matters related to opening probate and to distributing and disbursing a trust.

Conservatorship


In cases where a family member turns 18, but still requires legal representation, I can provide this service and make sure that things happen the way they are supposed to.

Beneficiary Representation


I can help make sure that inheritances are secured by making sure that there is proper notification and representation. Likewise, I can handle any disagreement or conflicts that may arise in the process.

Free Consultation

To begin the process of protecting your family, please contact me for an initial consultation. I can answer any questions you might have and explain how we can get started protecting your legacy.
  • 380 S. Melrose Drive
  • Suite 349
  • Vista, CA 92081