Planning for the future is a wise investment. I am here to help you develop an Estate Plan that will assure an easy transition, in difficult times. I have years of experience helping families prepare for the future.
For families who have lost a loved one without a trust, probate may be inevitable. Our office provides compassionate and professional assistance to help through this difficult process.
It can be difficult to be thrown into the role of Trustee after the death of a loved. We help Trustees run the gamut of responsibilities and fulfill their duties as a fiduciary with compassion and patience.
Jeff was AMAZING to work with!! I was in BNI with him a couple of years ago. I had become my dad’s POA and did not like the attorney I worked with for that. I took all the documents to Jeff and he reviewed them for me and gave me great advice. A couple of years later, there is an issue with my dad’s estate. I contacted Jeff and he was able to help me quickly and efficiently. I was so impressed with how fast he got me what I needed that I think I was in utter disbelief. I hope I don’t need his help in the future, but if I do, I look forward to working with him again and highly recommend him.
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1024 Iron Point Road,
Suite 100, #1281
Folsom, CA, 95630