SERVICES
Estate Planning We help individuals and families create customized estate plans—including wills, trusts, powers of attorney, and advance directives—to protect their assets and ensure their wishes are carried out.
Probate We guide executors and beneficiaries through the California probate process with clarity and efficiency, assisting with court filings, asset distribution, and legal compliance.
Trust Administration We support trustees in fulfilling their fiduciary duties by providing practical and legal guidance throughout the trust administration process, from asset management to final distribution.
Let me know if you’d like to tailor these further for a specific tone or client audience.
FAQS
Estate planning, trust administration and probate can feel overwhelming—but you don’t have to figure it out alone. Below are answers to some of the most common questions I hear from clients. If you don’t see your question here, feel free to contact me directly. I’m here to help.
ESTATE PLANNING
Q: Do I really need an estate plan?
Yes. A well-crafted estate plan protects your wishes, your loved ones, and your legacy. Without one, state law—not you—decides who inherits your property, and your family may face unnecessary delays and costs.
Q: What documents are typically included in an estate plan?
A comprehensive plan often includes:
· A revocable living trust
· A will (called a pour-over will)
· A durable power of attorney
· An advance health care directive
· Additional documents depending on your needs
Q: I’m not wealthy. Is a trust still necessary?
In many cases, yes. A trust can help avoid probate, maintain privacy, and provide more control over how and when assets are distributed—regardless of the size of your estate.
Q: What’s the difference between a will and a trust?
A will goes into effect after death and typically requires probate. A trust can take effect during your lifetime and allows for more streamlined, private management of your assets, both during incapacity and after death.
TRUST ADMINISTRATION
Q: I’ve been named trustee. What do I do now?
Acting as trustee is a serious responsibility. You’re tasked with managing, safeguarding, and distributing trust assets according to the trust’s terms—and the law. I regularly help trustees understand and fulfill their duties, and I’m happy to guide you step by step.
Q: Can I be held personally liable as trustee?
Yes, in certain cases—especially if duties are breached or mistakes are made. Getting legal advice early can help protect you and ensure the administration goes smoothly.
PROBATE
Q: What is probate?
Probate is the court-supervised process of settling someone’s estate after death—paying debts, distributing property, and confirming the will (if there is one). It can be time-consuming and public, which is why many people aim to avoid it through proper planning.
Q: How long does probate take in California?
It often takes 9–18 months (or longer), depending on the complexity of the estate and any disputes. Having a guide through the process can make a big difference.
Q: My loved one died without a will. Now what?
California law provides a default plan—called intestate succession—for who inherits. I can help you understand what that means for your situation and what steps to take next.
General Questions
Q: How much does estate planning cost?
Fees depend on the complexity of your plan. I offer transparent, flat-fee options whenever possible, and we’ll discuss all costs upfront before you commit to anything.
Q: Do you work with clients remotely?
Yes. I offer consultations and planning services via phone and video, in addition to in-person meetings. Many clients appreciate the flexibility.
Q: How do I get started?
Just reach out. I’ll schedule a brief consultation to learn more about your situation and help you determine the next right step