Estate Planning

Estate planning is the process of organizing and arranging your financial and legal affairs in order to prepare for the eventual transfer of your assets and property upon your death or incapacity.

Our estate planning services are tailored to your specific needs, goals, and values. You will work directly with an attorney to design a comprehensive plan. Our services include:

  • Drafting of wills and trusts, including living trusts, testamentary trusts and special needs trusts, to ensure that your assets are distributed according to your wishes and to minimize taxes and probate costs.
  • Designing of estate tax and asset protection strategies to preserve the value of your estate for your beneficiaries and to reduce potential legal challenges.
  • Preparing advanced directives, such as an advance health care directive and durable power of attorney, to ensure that your medical and financial decisions are made according to your wishes in the event of incapacity.
  • Reviewing and updating your estate plan on a regular basis to reflect any changes in your life or in the law.

We work closely with our clients to understand their goals and priorities, and to develop a comprehensive and personalized estate plan that meets their unique needs and situation.

Get Started On Your Estate Planning Journey Today

We assist clients with Estate Planning in San Francisco, San Mateo, and throughout the Bay Area. For more information or to schedule a discovery call, please call us at (415) 767-0725


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