Estate planning is more than documents; it’s about the plan for your assets, responsibilities, and legacy. We work together to develop instructions for how your important assets are managed if you’re not managing them, how your vital responsibilities are cared for if you’re not capable, and then how you wish to be remembered when you’re no longer narrating the story. (more…)
I love estate planning. I love walking clients through my time-tested process of uncovering what exactly their plan would be for their cherished responsibilities, important assets and sense of legacy. Most of the time, those things are interwoven and I get to facilitate and guide my clients to that discovery.
From my neighborhood office to being advisor and trustee to some of the most storied families in California, I have provided legal advice to a phenomenally diverse range of individuals and families. And with all that diversity we’re largely the same when it comes to estate planning. We’re afraid of what will show up in the process, unclear of the expense, and unsure of who to trust with our most personal family information and legacy desires. In returning to offering these services, I seek to support my clients with honesty, transparency and wisdom.
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