estate planning law

BIG Firm Experience – Solo Attention and Fees

Who We Are

We are experienced estate planning attorneys who focus as much on the people as the numbers.

What We Do

We help clients with their estate planning needs ranging from core estate plans to complex gift/estate tax planning.

Where We Work

We operate an almost exclusively virtual practice using the latest technology to aid, rather than replace, personal touch.

EXCELLENT COMMUNICATION

Estate planning is about telling one’s story.  We listen to our clients just as much as we talk.

DEEP EXPERTISE

We have practiced estate planning, and only estate planning, since 2009.  Our experience translates into your peace of mind.

DETAIL FOCUSED

The technical nature of estate planning requires accuracy.  We sweat the details without losing sight of the big picture.

TRUSTED ADVISORS

We puts clients’ needs first. Clients will always get the advice that is best for them with honesty and clarity.

Have questions about estate planning?

Wide experience. narrow focus.

PRACTICE AREAS

Practice Areas

INdustries Frequently served

column2-image1Basic Estate Planning

column3-image1Entrepreneurs

column2-image1Wealth Transfer

column3-image1Tech Founders

column2-image1Business Succession Planning

column3-image1Real Estate Holders

column2-image1Post-Death Administration

column3-image1Entertainment Talent

column2-image1California Property Tax 

FREQUENTLY SERVICED INDUSTRIES

column3-image1Athletes

column2-image1Business Entity Formation

column3-image1PE/VC Partners

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Let’s work together

We will work with you and your other advisors to give you the highest quality advice possible.