Main Office:
  • 66 Bovet Road
  • Suite 280
  • San Mateo, CA 94402
  • Tel: (650) 573-9500
  • Fax: (650) 573-9689
  • Email:
LGBT Friendly Firm


Business Law  /  Real Estate Law  /  Employment Law  /  Estate Planning / Probate /  Litigation/Lawsuits  /  Transportation Law  /  Intellectual Property

OUR SERVICES: Estate Planning/Probate

Estate Planning

Our attorneys offer everything from simple estate planning to sophisticated planning for individuals, families and business owners. We will ensure that your assets go to your intended beneficiaries and that the maximum amount of wealth is preserved. Our services will help you make your final wishes clear, plan for your future and plan for the future of your family.

Revocable trusts are the centerpiece of most estate plans. We will design a revocable trust that meets your specific family and tax requirements. We will help you transfer all of your assets and properties to your trust and avoid the probate process.

We understand that everyone has circumstances that require individual attention, and we will work closely with you to create an estate plan tailored to your needs.

Think your estate plan is complete? See if you’re in need of an estate planning checkup. To view our commonly asked questions about estate planning, click here

Our services include, but are not limited to: 

Wills & Trusts

  • Wills
  • Trusts — including Revocable or Irrevocable Trusts, Life Insurance, Special Needs, Charitable
  • Durable Power of Attorney
  • Durable Power of Healthcare
  • Family Partnerships or Limited Liability Companies
  • Gifting Strategies
  • Conservatorships and Guardianships
  • Asset Protection Strategies
  • Estate and Income Tax Planning: We assist those with large estates to pass the maximum amount of assets and property to loved ones at the lowest income, gift and estate tax cost. More>> 

Trust Administration

After a death, we will assist the surviving spouse, family or trustee to administer your revocable trust, transfer assets to beneficiaries and complete required tax filings and planning. More >>


If you have lost a loved one and are not sure what to do with their estate, we will walk you through the probate or trust administration process. Our goal is to make this process simple and straightforward. If your loved one left a will, we will help you fulfill their wishes; if not, we will provide guidance and support to ensure that the estate is properly administered. More >>

Pet or Animal Trusts

We can help you set up a pet or animal trust in compliance with California's probate code.

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For more information about our Estate Planning/Probate services, please call us at 650.573.9500 or email us at