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Thoughtful Estate Planning for Real Life.

Protect the people you love. Plan for what matters.

WHY IS AN ESTATE PLAN NECESSARY?

A plan for your family's future.

With over 25 years of legal experience, I take a personal, hands-on approach to estate planning and trust administration, working closely with Orange County families to understand their unique needs and provide thoughtful, individualized guidance.

 

Estate planning isn't just about what happens someday - it's also about taking care of yourself and your loved ones today. I take the time to understand your goals, explain your options in plain English, and create a plan that works for your life.

TRUSTED ORANGE COUNTY ATTORNEY

See what our happy clients have to say!

Three Simple Steps

WHAT DOES ESTATE PLANNING REQUIRE?

Three Simple Steps:

A straightforward, welcoming process from start to finish.

1​

 

Tell Me About Your Family and Goals for Your Estate.

We'll discuss your goals and family dynamics. I will answer your questions in a relaxed meeting.​

2​

 

We Build Your Plan Based on What Fits YOU Best.

I'll create a customized plan tailored to your personal situation and explain everything in plain English.

3​

 

Have Confidence That Your Wishes are in Place.

I am here for you if you have any questions or want to make changes in the future.​

Let's plan for a brighter tomorrow. Feel confident knowing that your family and friends have guidance when they need it.

WHAT IS THE POINT?

Why Proper Estate Planning Matters.

For many California families, one of the most important benefits of a properly designed and funded estate plan is avoiding probate.

Probate can be a lengthy and expensive process of drawn out court involvement with fees generally based on the GROSS value of the decedent's estate - not what remains after mortgages and other debts are paid. In addition to attorney and personal representative fees, there are court costs, appraisal fees, and other expenses.

TIME CONSUMING
Probate can take many months to years to complete

EXPENSIVE
Fees are based on the GROSS value of the estate and can be significant

EXHAUSTING
The emotional toll on your family cannot be understated

The good news? Probate can simply be avoided with thoughtful planning.

If properly prepared and implemented a revocable living trust can help your family avoid the court process and make administration of your estate significantly easier. The loss of a loved one is difficult enough. Thoughtful planning today can make things easier for the people you love tomorrow.

What Could Probate Cost?

California law provides a statutory fee schedule for attorneys and personal representatives based on the gross value of the probate estate.

ESTATE VALUE


First $100,000

Next $100,000

Next $800,000

Next $9 million

Next $15 million

STATUTORY FEE
(ATTORNEY OR PERSONAL
REPRESENTATIVE)

4%

3%

2%

1%

0.5%

With California real estate values having increased substantially, estates valued at $3 million are no longer uncommon. For an estate of this size, statutory probate fees alone could total approximately $86,000—$43,000 in attorney fees and $43,000 in personal representative compensation—not including court costs or other administrative expenses..

Schedule an Appointment

Ready to Get Started?

Get expert advice on planning your estate!

Check out our availability and book the date and time that works for you

So are we! I look forward to hearing from you.

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