We're a family-run practice specializing in cost and time efficient estate planning, probate, and trust services for families in the Bay Area. We solve our clients’ concerns about how to plan for and meaningfully distribute property on the passing of a loved one.
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An estate plan allows you to say who will inherit your assets and make other important decisions for you when you can’t speak for yourself. Putting your wishes in writing can save your family significant time and money. Our goal is to make the process of creating those documents (will, trust, etc.) as painless and straight-forward as possible. We offer a simple flat-fee billing structure and quick turnaround time. For most plans, clients are done in just one or two meetings for fees of $1,000 - $5,000. There are no recurring fees and clients are welcome to ask follow-up questions at any time.
Losing a loved one is an overwhelming experience, we can help make the process of transferring that person’s assets to the right beneficiaries easier. We offer competitive probate pricing and flat-fee services for uncontested administrations. In addition, we also counsel on services to avoid the use of probate altogether through Spousal Property Petitions, Substituted Judgment Petitions, Small Estate Affidavits, and Heggstad Petitions (a court process used to correct issues with how property was transferred to a trust).
Litigation & Mediation services
Inheriting assets can be complicated. If you need to challenge a will, recover assets wrongfully transferred out of an estate, or just prompt the person in control of the assets to speed up the transfer to you, we can help. Many issues can be solved with mediation, but we are ready to advocate for you in court if that is what it takes. We have helped clients remove executors and trustees who have failed to fairly administer estates, negotiated settlements for spouses or non-marital partners that were excluded from a will or trust, contested and argued the validity and interpretations of wills and trusts, and represented families in complex settlement negotiations. Contingency fee services available.
We offer services tailored to the needs of our diverse clients and have extensive experience creating plans right for:
Families with international relatives
Same-sex couples, unmarried couples, and LGBTQI families and individuals
Beneficiaries who need extra help because of special needs, physical or mental disabilities, or advanced age
Specific religious or cultural inheritance traditions
Insurance-paid plans: ARAG, MetLaw (Hyatt), and LegalAccess (LegalEase, LegalGuard)
It is our mission to create a warm and safe emotional space to discuss your unique circumstances and perspective. We are ready to help you understand the legal intricacies relevant to these situations and can propose solutions that work for you.
LET'S WORK TOGETHER
We strive to make working together as convenient as possible. To book an appointment, please contact our receptionist staff at 415-944-9406 or book online using the Book Now button below. We offer Saturday and evening appointments (until 7:00 on most weekdays) at all of our locations: Oakland, Pleasanton, San Ramon, San Francisco. If you prefer to meet by phone, in another Bay Area location, at your home, or at a hospital, please let our staff know and we can make the appropriate arrangements.
We welcome kids, pets, and friends and family to accompany you to the office. It should be easy to bring strollers, etc. because we have stair-free office options at every location. Due to confidentiality concerns, we may ask that adult friends and family wait in the hallway.
Book a complimentary appointment!
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