Let us help you in supporting you with your business law and estate planning needs!
Comprehensive Business Law & Estate Planning for California Clients and their Loved Ones
We provide customized, comprehensive business law and estate planning services, all completed by an attorney with over 25 years of experience.
Get your business entity established correctly and have your legal needs met for transactions, contracts, employment compliance and MORE!
Don't leave your family having to handle a messy estate!
Who will make health care decisions for you if you are hospitalized?
Who will inherit your estate when you pass away?
Protect your family, children and pets!
Leave your loved ones with a Legacy of insight, stories, & values with our Legacy Planning as part of your estate plan!
SET YOUR ESTATE UP CORRECTLY NOW, SO IT ISN'T CHAOS LATER WHEN YOUR FAMILY IS IN CRISIS!
Get Started Today
Don't wait! Contact us for a free online half-hour virtual consultation. All meetings are handled virtually or over the phone for your convenience. We accept electronic payments through Venmo and also accept all major credit cards and debit cards through PayPal.
estate planning SERVICES PROVIDED:
Living Trust Estate PlanNING
AVOID PROBATE!! Our Comprehensive Revocable Living Trust Package comes with the following:
- Declaration of Trust
- Certificate of Trust
- Durable Power of Attorney-Financial
- Power of Attorney Healthcare/Living Will
- Pet Provisions
- Personal Property Transfer Documents
- Real Estate Funding Documents (Deeds)
- Transfer Instruction Letters
- Trustee Instructions and Forms to help administer estate post-death(s)
- Estate Planning Binder
Last Will And Testament, powers of attorney, and health care directives
For those clients who want a stand-alone Last Will and Testament in lieu of a Living Trust, Our Package comes with the following:
- Last Will and Testament
- Durable Power of Attorney (Financial)
- Power of Attorney Healthcare/Living Will
- Beneficiary Deed if applicable
A POWER OF ATTORNEY FOR FINANCIAL MATTERS OR AN ADVANCE DIRECTIVE FOR HEALTHCARE CAN ALSO BE PREPARED INDIVIDUALLY
Probates and trust administration for trust estate plans
If you are a surviving spouse or the family member, executor or trustee of a loved one who has passed away, we can help you with the procedures and paperwork necessary to complete a probate case from start to finish or the administration of the trust that is needed at that point.
legacy planning and training
Non-probate Transfers and property transfers
Non-probate Transfers and property transfers
We offer services to provide your loved ones with the non-financial aspects of estate planning including "priceless conversations" to leave a legacy of stories & remembrances. We also provide Trustee training to your successor trustees to assist them in making the settlement of your estate easy and quick.
Non-probate Transfers and property transfers
Non-probate Transfers and property transfers
Non-probate Transfers and property transfers
- Affidavits
- Deeds
- Non-Probate Transfers
- Co-Op Trust Transfers
- Additional Trust Funding
Additional Trusts AND SERVICES
Non-probate Transfers and property transfers
Additional Trusts AND SERVICES
- Irrevocable Trusts for estate tax purposes
- Special Needs Trusts
- IRA Beneficiary Trusts
- Charitable Trusts
- Elder Law
- Medi-Cal Planning
- VA Planning
services for business owners and your business
business entity formation
We offer comprehensive business formation services which include:
- Corporations (profit and non-profit)
- Limited Liability Companies
- General Partnerships
- Limited Partnerships
- Family Limited Partnerships and FLLC's
ALL NECESSARY DOCUMENTS INCLUDED
business contracts
- Purchase and Sales
- Nondisclosure Agreements
- Employment and Independent Contractor Agreements
- Commercial Lease Agreements
- Equipment Lease Agreements
- Terms and Conditions
- Other Business Contracts
new business startup & planning
- Business Checkup and Risk Assessment(s)
- Business Operations Advice
- Insurance Coverage Review
- Employee Benefits
- Legal Maintenance Plans
- Privacy Policies
employment law
- Employee Handbooks
- Employee Performance Reviews
- HR Compliance
- Termination Policies & Procedures
- Monthly HR Subscription Plans with Discounted Fees
business maintenance and general operations
- Legal Maintenance Plans
- Monthly Legal Services Plans and Subscription Plans with Discounted Fees
- Annual Legal Audits for your Business
- Demand Letters (Commercial)
exit planning business sales & asset protection
- Exit Plans for Business Owners with 25 Employees or Less
- Family Succession Planning
- Stay Bonus Agreements
- Buy Sell Agreements
- Equity and Asset Purchases
- Asset Protection Trusts and Planning