Estate Planning
In estate planning, advocacy means helping clients retain control, clarity, and peace of mind—often during moments of transition, uncertainty, or loss. I provide estate planning services designed to help individuals and families plan for the future, protect their assets, and ensure their wishes are clearly documented.
I work with clients to:
Protect their loved ones from unnecessary conflict or court involvement
Ensure their wishes are clearly documented and legally enforceable
Plan thoughtfully for incapacity, not just death
Reduce the emotional and financial burdens placed on families
Revocable Living Trusts
Last Wills & Testaments
Powers of Attorney
Advance Health Care Directives
Basic Trust Administration Guidance
Guardianship designations for minor children
Beneficiary and distribution planning
Review and updating of existing estate plans
*Estate planning services are provided on a flat-fee basis with defined scope. Complex tax planning and litigation matters are not accepted.
Estate planning allows people to make deliberate choices about their future, protect the people they love, and avoid unnecessary court involvement during times of crisis. In California especially, thoughtful planning can spare families from public, expensive, and stressful probate proceedings.
This work is proactive, practical, and deeply personal. Done well, estate planning prevents crises before they happen and preserves autonomy long after documents are signed.