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.