Referrals

Refer a Case

Having a reliable and trustworthy referral source for your estate planning referrals is an important aspect to one’s life and to other law firm owners and attorneys.

Please feel free to send your referrals to our firm for our review and guidance. While we do not handle litigation matters and handle the estate planning practice areas listed below, we will always do our best to guide any potential client that contacts us. We go above and beyond to ensure that we help them as best we can and if we cannot assist them with their legal matter, we refer them out to sources that hopefully can. Thank you for trusting us for your valued referrals as this is the highest compliment we can get from our clients, contacts and trusted colleagues/referral partners.

Areas our firm focuses on:

Estate Planning: Revocable Trusts (Powers of Attorney, Healthcare Directives Guardian, Nominations), Irrevocable Trusts, Special Needs Trusts, Life Insurance Trusts, Estate/Tax Planning Trusts, etc.

CA Probate: Probate Matters Statewide, *We Represent Petitioners with priority under law to serve as Administrators and Executors designated under a valid Will (we do not typically represent other heirs and beneficiaries of a probate matter).

Asset Protection: Advanced Trust Planning for Creditor Protection Purposes (we assist clients to PRE-PLAN for asset and creditor protection to preserve their assets and businesses from future claims and liens), this includes medical planning.

Trust Administration: Guidance to Successor Trustee of a Trust (we provide legal guidance when someone is a Power of Attorney or Successor Trustee of a Trust), we prepare Trust Accounting and assist with Trust Distribution to Beneficiaries.