Serving clients in Santa Rosa and San Francisco, California and greater Bay Area region
To protect your safety during the coronavirus (Covid-19) crisis, we “strongly encourage” telephone and video conferences, versus face-to-face meetings. We have competent procedures in place to ensure client and staff safety when executing documents. CALL TODAY TO SET UP A REMOTE CONSULTATION.

Month: October 2019

Common Trust Administration Services

Trusts are a very useful tool when it comes to estate planning. There are many benefits of creating a trust, and a trust can serve more than just one purpose. For those interested in including a trust in their estate plans or for anyone involved in a trust as a...

What You Need to Know About Living Trusts

When it comes to estate planning in the state of California, creating a living trust may be in your best interest. In most cases, a living trust allows your estate to avoid having to pass through probate. Using this form of estate planning can also benefit you and...