Preserving Your Timeless Legacy
 Through Estate Planning


I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I cherish the opportunity to help you secure what you love.

I look forward to learning your story, hearing what matters to you, and helping you discover what is actually needed to keep your loved ones out of court and out of conflict when something happens to you (or them).

In one sentence, we help families avoid collapse after the death or disability of a loved one.

To find out more about how you can start on this important planning, you are invited to one one of our upcoming events (check out the schedule below).

Must-Dos of Naming Guardians  Click Here

Or schedule your FREE 15-minute consultation and speak with us personally about your family. If you are ready to jump right in and get going, you can schedule right online by clicking here. You will see a few options when you click to schedule. For a consultation focused on your family, schedule your Family Wealth Planning Session.


That is totally fine. It is normal to feel a little uneasy about estate planning. Many of our happiest clients started just where you are right now. But when they read the best selling book on estate planning for families, Wear Clean Underwear (I know, it's a funny name, right?), they felt more at ease, educated and informed about this important planning than they ever had before. And they love the peace of mind that comes with knowing everything is set up the right way for themselves, their future, and their loved ones.

I would love to send you a copy of Wear Clean Underwear: A Fast, Fun, Friendly – and Essential – Guide to Legal Planning for Busy Families for FREE as my gift to you for considering working with me. Simply click here to request your free copy and it will immediately arrive in your inbox. It's called "Wear Clean Underwear" because your mom always told you to wear clean underwear in case you were in an accident. But once you are a parent, there are important legal planning steps you need to take as well. By the way, the book gets 4.4 stars on Amazon.

Let our experience protect your future and the future of your family”

SN Estate Planning Autism

Planning for your child with special needs

I am a mother . . . AND this work is hard and I know why . . . because I have two children with special needs and imagining your child in this World without you, is beyond stressful.

BUT the real tragedy comes when we are frozen by our fear and do nothing.

Once you put a plan in place, it will set you free in many ways to enjoy and cherish every day - It will bring you peace of mind knowing that you have done everything to protect and plan for your whole family. 

We get it and we want to make sure that you take charge TODAY

I was featured on the MAMA BEAR podcast

What happens if something happens to me? Estate Planning with attorney and fellow SN Mom, Laura Croft

What Others Say


Working with Laura was so effortless and a wonderful experience.  She made the whole process go so fluidly and had an exceptional way of explaining every step so we could make the best decisions for our family. Estate planning is never easy to think about, but she managed to make it a happy and reassuring experience. Her expertise is impeccable and I would highly recommend her services to anyone needing an estate plan. And whether you have children or not, I believe everyone needs an estate plan.

Katie C.


It is our pleasure to recommend and endorse Laura Croft from Timeless Estate Planning.  Her level of expertise, knowledge was unsurpassed.  She took her time to listen to our concerns and desires and put the trust together exactly how we wanted it.  We are forever grateful for her help and professionalism.

Cheryl and Ken B.


I have known both Shari Tocchini and Laura Croft for decades and have been impressed with their professionalism, complete thoroughness of their work and the care they give to their clients. I have great peace of mind regarding my wealth and my estate planning, knowing that my children will not be burdened with any unforeseen legal issues upon my death.

P. Rose


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Upcoming Events

'Tis the Season for Estate Planning – Webinar

Monday, 12/17 11am - 12pm
how to name a guardian to protect your kids

Learn the big picture and the first steps you can take to create a secure future.

Join From Any Device With WiFi

Special Needs Legal Panel 
Timeless Estate Planning and IEP Collaborative and Other Guests
January 27, 5:00 pm
Special Needs Estate Planning San Mateo

Navigating through IEPs and finding peace of mind knowing you have done everything to plan for today and the future.


851 N. San Mateo Dr.

San Mateo, CA 94401 

Free Report

San Mateo Estate Planning

Have Kids at Home?

Then You Need to Name Legal Guardians. Do It Here for Free.

If you have children, you likely worry about what would happen to them if something happens to you.

At the very least, you want to name legal guardians to care for them for the long-term. And, it needs to be done legally. So, we've created a website to make it easy and you.  You can name guardians for your kids for free.

Once you name guardians for your kids, you will rest easy at night knowing for sure...What would happen to your kids if something were to happen to you?

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DISCLAIMER: No information you obtain from this website or its content is legal advice, nor is it intended to be. You should consult an attorney for individualized advice regarding your own situation. No attorney-client relationship is intended or formed by your viewing this website or downloading and using the content, forms, tips or information kits found on this website. No attorney-client relationship is intended or formed without a fully-executed, written agreement to enter into such a relationship. Client testimonials or endorsements do not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.