Estate Planning
Protect each other. Build for the future.
Estate planning establishes clear legal arrangements for your assets, health care, and loved ones, so decisions remain in your hands, your chosen people are protected, and unnecessary costs are avoided. A properly structured California trust keeps your affairs private and your wishes enforceable.
What we handle
- Revocable living trusts
- Pour-over wills
- Durable powers of attorney
- Advance health care directives
- Property transfers and deeds
- Guardianship nominations for minor children
- Funding your trust, so assets are titled correctly
- Reviewing and updating an existing plan
Who we work with
Plans for individuals, couples, families, entrepreneurs and creatives.
Whether you are planning for the first time or updating a trust after a move, a marriage or a new child, we design around the people and priorities behind your assets. For business owners and creatives, we plan for what you have built as carefully as for what you own.
How it works
Every engagement follows the same clear sequence, with the fee agreed in writing before work begins.
“It is hard to find a trust/estate attorney who cares about your legacy as much as you do. Andrea Davis cared as much or more! Her dedication, organization and kind demeanor kept us on track as we worked through some difficult estate planning issues.”
Talk it through with us.
A consultation is the simplest place to start. Bring your questions; we will bring a clear next step.