Your Estate Is Specific.
Your Attorney Should Be Too.
Every client works directly with me, from the first meeting to the final plan.
Private Estate Planning · Serving California
Estate planning is a technical discipline.
Most people find that out too late.
I have spent my career at the intersection of law, tax strategy, and wealth transfer. I prepare estate plans for clients with complex assets, blended families, business interests, and multi-generational goals.
My practice is intentionally small. Every client works directly with me, and I make every planning decision with you.
If you're looking for the fastest, cheapest will available, there are other options. My practice is built for people who want their plan designed carefully.
A plan only works if it fits the family it serves and is funded correctly.
Every plan starts with a design session where we work through your family, your assets, and what you want to happen. The documents follow from the decisions we make together.
Every engagement includes direct access to me.
Essential Plan: For individuals and couples with straightforward estates who want the work done precisely and completely.
Comprehensive Plan: For clients with real property, business interests, or blended family considerations that require a more deliberate structure.
Complex Estate Plan: For high-asset clients, multi-entity situations, and estates requiring advanced trust structures, tax strategy, and coordination with existing advisors.
Fees are discussed during your Design Session.