Estate Planning is an Act of Love
PROTECTING FAMILIES AND PRESERVING LEGACIES
We get it. The term “Estate Planning” sounds so … heavy.
“Life + Legacy Planning” is a much better fit — that’s because our brand of estate planning is SO MUCH MORE than simply preparing legal documents for when you’re gone.
We provide you with true peace of mind.
Together, we craft customized plans that reflect your wishes and values — so you can rest assured that: (1) your kids will always be with those you love and trust; (2) your healthcare choices are honored; (3) your loved ones are spared years of wildly expensive court proceedings; and (4) your personal legacy lives on for generations through recorded interviews.
We create thoughtful plans that actually work.
Our four-meeting process is designed to ensure that you’re getting the best plan for your needs AND an enlightening experience that will feel far more like coffee with an old friend rather than a solemn legal transaction.
We bring joy to the planning process.
Congratulations on taking the first steps toward life and legacy planning. It’s truly one of the most meaningful acts of love.
Family — whether by blood, marriage, or choice — is everything.
As an individual, I am confident that, no matter what, my loved ones will never be saddled with unnecessary costs, court, and conflict, and that my health care and end-of life-wishes will always be followed.
As a Mom, I am empowered knowing that if something unexpected were to happen, my 6-year-old son would be raised by the people (and with the values) I choose, my assets would immediately be available to support his needs, and he would have access to those funds at an appropriate age.
As a lawyer, my mission is to bring that same peace of mind to all my clients.
Estate Planning … For Life
Contrary to popular belief, planning is NOT just about death.
The intention is that you will thrive for many decades to come — and, by planning now and preserving your legacy over the years through recorded interviews, family letters, and parenting worksheets, you approach life today with more clarity and focus.
And knowing that you have done right by your loved ones, no matter what happens, is priceless. It’s a win-win.
Estate Planning … For Peace
Feeding our kids wholesome foods, reducing our carbon footprint, supporting meaningful causes … these are just a few examples of the conscious choices we make every day.
Why shouldn’t we do the same when it comes to protecting those we love?
Whether you’re identifying the guardians who would raise your children with the values you cherish, ensuring that your assets end up in the hands of those you choose, or documenting your own health care wishes, estate planning empowers you to take action NOW to prevent your loved ones from facing conflict and court later. It’s a no-brainer.
Having the right plan in place is crucial to your peace of mind – we encourage you to ask questions, share ideas, and offer comments.
COMMUNICATION
Our goal is to build a lifetime relationship. We offer complimentary reviews of your plan every 3 years to ensure it’s always up to date.
RELATIONSHIP
No surprise bills for those "I have a quick question" or "I forgot to mention" emails and phone calls. So reach out anytime!
FLAT FEES
We believe your most priceless assets are your memories, stories, and values — so we record them to make sure they’re never forgotten.
LEGACY INTERVIEWS
Our personal approach to planning for the unknown prepares you to live your life with more intention, clarity, and purpose.
HOLISTIC APPROACH
We've been offering virtual meetings since pre-COVID times! Wherever you are in California, we can meet conveniently via Zoom.
VIRTUAL PLANNING
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