Estate Planning

Estate planning is important, no matter what the size of your estate or location. We proudly serve Petaluma, as well as the surrounding areas of Novato, San Rafael, and Santa Rosa. Estate planning is one of the most loving acts you can do for your family and loved ones.

Trusts
Non Traditional Families
Wills

Probate & Trust Administration

If a trust (also known as a “living trust”) was not established, and there is only a will, the family of the deceased must go through probate. If there simply is no will, no matter the amount of the assets, the family must also go through probate.

Probate
Trust Administration

Elder Law

Navigating through the process of aging doesn’t have to be hard, and we can help you with the necessary legal procedures and the steps you need to take in order to help you or your elderly loved one the best way possible.

Elder Law
Medi-cal Benefits Planning

Young Families

You may believe that estate planning is just for the wealthy or that you don’t need to bother with it until you’re older. The reality is estate planning is important even for people without many assets, and especially for those with young children to ensure the right people will care for them if you can’t.

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