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.


Steps to Setting Up a Family Trust

Family trusts can be a handy estate planning tool. A family trust is one specific type of trust that families may use to preserve their financial legacy for many years down the road. This type of trust may be beneficial for you, even if you do not have a large estate....

Benefits of a Living Trust

When choosing what estate plan is best for you, one of the things you should consider is a living trust. A living trust, also commonly known as a revocable trust, is a form of estate planning in which assets you choose are placed within a trust for your own benefit...