Estate Planning — Truckee & Reno
Protect what you've built.
Before you have to.
Clear, practical estate plans for families, property owners, and business owners across Truckee, Lake Tahoe, and Reno. Licensed in California and Nevada.
What We Prepare
The documents your
family will depend on.
01
Revocable Living Trust
Keep control of your assets during your lifetime and pass them directly to your beneficiaries — without probate, without delay, and without exposing your estate to public record. Essential for anyone with real property in California or Nevada.
Avoids Probate02
Will & Pour-Over Will
Document your wishes clearly — who receives your property, who cares for your minor children, and who you trust to carry out your instructions. Pairs with a revocable trust for complete coverage.
Guardian Designation03
Power of Attorney
Authorize someone you trust to manage your finances and legal affairs if you become unable to act. Without this document, your family may face costly and time-consuming court proceedings to step in on your behalf.
Financial & Legal Authority04
Advanced Health Care Directive
Specify your medical preferences and name a health care agent who can make decisions when you can't. Remove the burden from family members and ensure your wishes are honored — even in the most difficult moments.
Health Care AgentWho We Work With
Built for the Truckee–Tahoe–Reno client.
Estate planning in this region isn't one-size-fits-all. Vacation properties, cross-border real estate, closely-held businesses, and blended families each create planning considerations most online templates ignore entirely.
Talk to an Attorney- Families with real property in California and Nevada
- Truckee and Tahoe vacation and short-term rental owners
- Business owners seeking coordinated succession planning
- Couples with blended families or prior documents to update
- Clients relocating to Nevada with California-held assets
- Individuals who've never had an estate plan and want to start right
California Licensed
Fully licensed to advise on California estate law, probate avoidance, and community property considerations for Truckee and Tahoe clients.
Nevada Licensed
One of the few Truckee-area firms with active Nevada licensure — important for clients with property, business interests, or family in the Reno area.
Boutique Firm, Real Attorneys
You work directly with an experienced attorney — not a paralegal, not a document service. Every plan is reviewed, explained, and tailored to your situation.
Ready to put a plan in place?
It starts with one conversation.
Our Process
Simple steps.
Lasting results.
Estate planning doesn't need to be intimidating. We've structured our process to be clear and efficient — most clients have a complete plan in place within a few weeks.
Consultation
We start with a confidential conversation about your family, your assets, and your goals. No forms before you call — just a direct conversation with an attorney.
Plan Design
We identify the right structure for your situation — trust-based, will-based, or a combination — and explain the reasoning in plain language before drafting begins.
Document Preparation
We draft your complete plan, review it with you in detail, and make revisions until every document accurately reflects your intentions and complies with California and Nevada law.
Execution & Funding
We coordinate signing, notarization, and — critically — the funding of your trust, so your assets are actually transferred in. Most plans fail at this step. Ours don't.