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: September 2021

How to Choose an Executor of Your Will

How to Choose an Executor of Your Will

One of the most important aspects of estate planning is drafting your will—and choosing the executor of your will. The executor holds an essential role in ensuring that your assets are correctly distributed upon your passing. The person you select for this role will...

Five Things You Must Have in Your Estate Plan

Five Things You Must Have in Your Estate Plan

Getting started with the process of estate planning may seem like a daunting task. However, it is always better to begin planning for your future sooner rather than later. As you begin thinking about the future and how you want to manage your assets and estate, there...