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Preserving your timeless legacy through estate planning.
why work with us?
Helping Clients Across California Protect What and WHO Matters to Them
Don't Leave a Mess
Will or Trust or ? What do you really need to keep your family out of court and out of conflict when something happens to you? We'll look at your family dynamics, and your assets, to ensure you understand what the state’s plan is for you, and then help you create a plan that is the right plan for you, at the right budget, to achieve your desired outcomes for yourself and the people you love
Protect Who Matters
Don’t fail your loved ones. Don’t fail your loved ones. Even if you've created a plan already, it may not work when your family needs it. Estate plans, even with the very best documents, fail when they are not well-counseled, not updated and when your assets are not owned in the right way. Your family deserves more.
Have Financial Peace of Mind
It doesn’t matter how much money you have. Estate planning is simply about attending to the inevitable, and bravely facing the end, in service to the best possible legal and financial choices throughout life. Our heart-centered counseling process ensures you make the right choices for yourself, and the people you love.
Check what our clients say about us
"Laura is absolutely the best estate attorney we've ever had the pleasure to work with. She is our fourth attorney in 40 years and THE very best one out of the four! While all of the other attorneys just write up the estate plan and give you a bunch of paperwork with a little bit of explanation, Laura does much more than that and charges a reasonable price on top of that! She leaves no stone unturned in making sure that all of your assets are protected by the trust and nothing ends up in probate. I really couldn't believe how lucky we were in finding her when looking for an estate attorney to adhere to California laws because we just moved from Washington, DC a couple of years ago. Nevertheless, I could go on and on about Laura, but I will stop here except to say that not only is she very highly intelligent, but has a heart of gold because she sincerely cares about people and their welfare. She is absolutely the best!"
- Chaplain M.
"Laura is amazing, knowledgeable, organized, and extremely helpful with preparing us with our estate planning. Never once did she pressure us to commit to anything and explained things clearly. She also brings a nice balance to make sure we get things completed in a timely manner while taking into consideration our hectic lives. She's very personable and makes it easy to trust her and go to for advice to make sure my family is protected for the rest of my life. What more could one ask for? So glad I did my estate planning with her! Thank you, Laura for all your patience, kindness, flexibility, attention to detail, and assistance with safeguarding my family's life!"
- Tania R.
"We really enjoyed working with Laura, and to be completely honest, she made creating an estate plan really easy. I knew nothing about estate planning and trust management beforehand, but I feel like more of an expert now. After completing our initial paperwork online, we met with Laura a few times and filled in the rest of the plan. I really like how she uses technology to stay in touch with clients, especially her email reminders. She ran our meetings efficiently, and the overall cost was reasonable. Seriously, give Laura your business, her knowledge and expertise should not be overlooked."
- Diane W.