Why We’re Different
We are not your average estate planning law firm. We provide exceptional service, carefully crafted estate plans, and most importantly, work hard to build a relationship with you and your family so that we can be there when it is most important.
Our practice is dedicated exclusively to estate planning, estate administration and elder law (which is estate planning focused on the needs of seniors). We do not dabble, and we do not take clients in other areas of the law. We live and breathe estate planning every day, and so you can be confident that we can advise you properly. Also, by not only being an estate planning law firm but also an estate administration firm, including both trust administration and probate, we can better advise you as to your estate plan, since we’ve seen them in action and know what we can expect later. Many attorneys limit their practice to only estate planning but not administration, or if they do trust administration, they do not handle probate matters.
Highly Customized Approach
We take the time to get to know you, to listen to your concerns, and to create a plan that is uniquely tailored to you and your family. We do not use “cookie cutter” documents where only the names are changed. You will not have a rushed 30 minute phone consultation with an attorney and then never hear from him or her again. You will not be handed a stack of documents and then be forgotten. We work hard to build lifelong relationships with our clients, and strive to become trusted advisors to them and their families.
We believe in using technology to improve the estate planning process. Our initial information gathering is done online via our secure, encrypted Confidential Questionnaire. When we are done, you not only receive your original documents in your estate planning portfolio, but we also provide them as PDF’s on a thumb drive (and can provide additional thumb drives for family members if you need it). We communicate regularly with our clients via email to update them on the law and issues to consider in estate planning. We advise clients regarding their online accounts and digital assets in addition to traditional assets like real estate.
We’ve also partnered with Everplans, a secure online portal to store your legal documents and other estate planning information. With Everplans, you can provide access to any person you want, and will always be able to locate important information when it is needed most. We include Everplans with ever estate plan we provide at no additional charge.
Cutting Edge Legal Strategies
We stay on the cutting edge of estate planning legal strategies so that you can use the most up-to-date techniques and best practices when creating your plan. This includes staying informed about IRS regulations of IRA’s and 401(k)’s, the ever-changing California property tax landscape and Proposition 13, using advanced asset protection techniques to protect your loved ones from creditors and divorce, and provisions for dealing with digital assets such as social media accounts and online cloud storage. As members of WealthCounsel, we are part of a national organization of highly regarded estate planning attorneys that are at the forefront of estate planning.
If you’re ready to work with an estate planning firm that truly cares about you and has the expertise, knowledge and dedication to create a carefully designed plan for you and your family, schedule a consultation today.