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.

Simone Ortega

What is a Lifetime Beneficiary Trust?

What is a Lifetime Beneficiary Trust?

Estate planning can be a complex process. While many people wrongly assume that they only need a will, there are other measures you can take to ensure the welfare of your family and have your assets distributed according to your wishes. As part of your estate planning...

What is a Probate Sale?

What is a Probate Sale?

California regulates certain aspects of a probate sale when it comes to the sale of real estate property. This includes how the property is sold, what it is priced at, and even how quickly it must be sold. The terms of these transactions are heavily regulated in the...

Types of Trusts for Estate Planning

Types of Trusts for Estate Planning

A trust is one of the most important estate planning documents. With so many different types of trusts to choose from, it can be difficult to determine which one is right for you and your needs. Some of the most common types of trusts are broken down in this guide. ...

Creating a Living Trust in California

Creating a Living Trust in California

  Estate planning documents are some of the most important documents that you will have within your lifetime. While you may feel like estate planning is only reserved for the elderly, estate planning can be beneficial at many different stages in a person’s life....