Guidance Through
The Challenges Of Aging
From the start of an estate plan to the passing of a loved one, we are here for you.
Estate Planning
Learn about wills, trusts, guardianships and more
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Probate And Trust Administration
Learn about the probate and administration process
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Estate Tax Planning
Learn how to protect your estate’s value
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Long-Term Care Planning
Learn about Medi-Cal and other plans to consider
Learn MoreWhy You Should Not Handle Estate Planning Alone
Wills, trusts, tax planning, the probate process: It all gets very confusing. Do-it-yourself sites say that estate planning is simple and does not require an attorney. However, do-it-yourself documents are very risky. Estate plans come with legalities and details that are easily missed without legal training. You do not want to make any mistakes on something that affects your entire life’s work.
This is where we come in. We will work together to protect every aspect of your estate with the proper documents. Even though estate plans and administration are not always straightforward on their own, we will make them easy to understand for you.
Together, let’s protect what matters most to you.
Estate Law Is A Personal Matter
The most important part of estate planning and probate is that it’s about you and your loved ones. It’s about what you envision for your estate or what your loved one envisioned for theirs.
Our practice has always been founded in my clients’ desires. When we meet about estate planning, we will take time to discuss your wishes for future care, how to distribute your estate and what you value most so we can make an estate plan that is custom-fit for you.
If a loved one has passed away and you are seeking guidance through the probate process, we will always be respectful of the emotional side of your situation. We will help you carry out your loved one’s wishes and resolve any issues that could come up so you can move forward peacefully.
Take The First Step
Let’s have a conversation so you can move forward with confidence. Schedule a time to meet with us by calling 805-918-1202 or contacting us online.
I am proud to serve clients in Ventura County and throughout Southern California.