Revocable Living Trusts
A living trust holds your property during your life and passes it to the people you choose. In many cases it can help your family avoid the probate process.
PRACTICE AREAS
How we help families
Some families come to us to plan ahead. Others come after a loss, or when a loved one needs care. Whatever brings you here, we will explain your options in plain English and help you take the next step.
PLANNING AHEAD
Estate planning
A thoughtful plan says who receives what, who makes decisions if you cannot, and who would care for your children.
Wills
A will says who receives your property and lets you name a guardian for minor children. Most plans with a trust still include a will.
Powers of Attorney
Name someone you trust to handle your finances if you ever cannot do it yourself.
Advance Healthcare Directives
Put your medical wishes in writing and name the person who would speak for you with doctors.
Special Needs Trusts
Provide for a loved one with a disability while planning around the public benefits they may rely on.
Plans for Blended Families
Care for your spouse and your children from a prior relationship, with a plan built on purpose.
Estate plans are offered as set-fee packages. Your first 30-minute consultation is free.
AFTER A LOSS
Probate and trust administration
When someone passes away, the people left in charge often have questions and deadlines. We guide executors, trustees, and families step by step.
Probate and Estate Administration
Help settling an estate through the court process, from opening the case to final distribution. Probate fees follow California's statutory schedule, which we explain at your first meeting.
Trust Administration
Compassionate guidance for successor trustees through California's notice, accounting, and distribution requirements.
Fiduciary Accountings
Clear, organized accountings for trustees, executors, and conservators who need to report to beneficiaries or the court.
PROTECTING A LOVED ONE
Conservatorships and guardianships
Sometimes a family needs the court's help to care for someone who cannot fully care for themselves.
Conservatorships
When an adult can no longer manage their own care or finances, a conservatorship lets the court appoint someone to help.
Guardianships
A guardianship lets the court appoint a trusted adult to care for a minor child when parents cannot.
Not sure where to start?
You do not need to know the right legal term. Tell us what is going on, and we will help you sort out what you need.
Or call (951) 384-0976
Serving Riverside County
From our office in Wildomar, we work with families in Wildomar, Lake Elsinore, Temecula, Menifee, and across Riverside County. Meetings are available in the office, by video call, or by phone.
Plan with clarity. Protect your family.
Schedule a consultationThis page is general information, not legal advice. Every family's situation is different.