Helping families and individuals create an estate plan that is tailored to meet their needs.

Estate Planning Services

Creation of full estate plans, including:

  • Revocable Living Trust (and amendments thereto)
  • Will
  • Durable Power of Attorney for Finances
  • Advance Health Care Directive
  • Nomination of Guardian
  • Deed for real property transfer to trust
  • Coordinate transfer of non-California real property to your trust
  • Trust Certification
  • Trust Estate/Schedule A
  • General Assignment to Trust
  • Property Agreement
  • Special Needs Trusts
  • Pet Trusts
  • Life Insurance Trusts
  • Gifting Trusts
  • Education Trusts

My estate planning services are available either hourly or on a fixed fee arrangement, depending upon what works best for my clients.

I can also work with your CPA or financial planner regarding your planning, transfer of your assets to your trust, and coordination of your beneficiary designations for life insurance, retirement accounts, and annuities, with your estate plan.