This is a photo of the San Francisco Bay bridge

Our estate planning process is done in three easy steps:

  1. You complete our easy to understand client information booklet.
  2. We prepare draft documents for your review and make edits, as necessary.
  3. Your final documents are prepared for signing and notarization.
  • No charge for notary services for all estate documents executed in person.
  • Each Trust Package or Will Package is delivered in a binder with tabs.
  • We can help with the critical step of funding your Living Trust.

Our estate planning process is done in three easy steps:

  1. You complete our easy to understand client information booklet.
  2. We prepare draft documents for your review and make edits, as necessary.
  3. Your final documents are prepared for signing and notarization.
  • No charge for notary services for all estate documents executed in person.
  • Each Trust Package or Will Package is delivered in a binder with tabs.
  • We can help with the critical step of funding your Living Trust.