We believe that quality estate planning should be accessible to everyone, and that everyone can and should have an estate plan. We also believe that the process should be both personal and convenient. By leveraging the latest technology, we provide clients with quality estate plans on a fixed-fee basis so that clients know what the cost will be in advance. We consider it our responsibility to educate our clients about their options so that they are able to make informed decisions and understand how their estate plan will work for them when it is needed. With our depth of experience with real estate, lending and business matters, we are able to offer our clients a comprehensive, personalized and well-thought-through estate plan.
Trust administration is the process that an individual or family will go through when a loved one passes away with a trust in place. The trustee is generally tasked with administering the trust, which can often be a tedious and confusing process. Since a trustee has a fiduciary duty to the beneficiaries of the trust, having legal counsel as a part of the team can be invaluable to the trustee during this difficult time. We make the process seamless and predictable, so that our clients can focus on their families after the passing of a loved one.
Probate is the process of administering the estate of someone that has passed away without a trust (or without having properly funded their trust). Our team is experienced with all aspects of probate court, and efficiently navigating the probate process. During our initial consultation, we explain the process, what a client should expect from start to finish, including how fees, timing and what action needs to be taken at each step of the process.
Using cutting-edge technology and our intimate knowledge of the idiosyncrasies of the California Secretary of State, we represent clients in entity selection, formation, operation and dissolution. We believe in a holistic approach to representing our clients and work closely with other financial advisors to make sure that each client's objectives are correctly understood and implemented. Like our other practice areas, all business representation is on a fixed-fee basis, allowing you to budget for your business. In addition, we offer our business clients a monthly subscription-based option to provide ongoing legal services, including annual filings, annual meetings and preparation of corporate minutes, and preparation of resolutions or other routine entity management matters.
We have a deep understanding of complex real estate issues, and handle all aspects of real estate transactions. We have represented hundreds of clients on thousands of real estate transactions, from purchase and sale transactions, to leases, to financing. Our real estate practice often complements and enriches the legal representation that we are able to provide to our business, trust administration, probate and estate planning clients. We are able to offer many real estate services on a fixed-fee basis, which fees are based upon the specific transaction and tailored to the needs of the client.