Protect what you have built. For those who follow.
Boutique estate planning counsel for California and Nevada families — plans as carefully considered as the legacies they protect.
"Your estate plan is not a document. It is a declaration of what matters — and a shield for everyone you love."
Comprehensive estate
planning services
Every engagement is led directly by a licensed attorney. No paralegal hand-offs. No template drafting. Your plan is built for your life.
Avoid probate, maintain privacy, and ensure seamless asset transfer on your terms — with your family protected by name.
A last will working in concert with your trust — capturing assets outside its reach, honoring your final intentions.
Durable financial and healthcare directives ensuring your decisions are respected when you cannot make them yourself.
Documented medical preferences and end-of-life instructions that protect your wishes and relieve burden from those you love.
Integrating your business interests, equity, and partners into your estate plan — protecting what you've built at the operational level.
Guiding trustees through their obligations with precision and clarity when administration of a trust becomes necessary.
A different kind
of counsel.
For Tahoe-area clients with assets, property, or family across state lines — one firm, both states, no referrals.
You speak directly with your attorney from consultation through signing. No hand-offs. No paralegal drafting your future.
We account for the complete picture — your Tahoe holdings, STR portfolio, commercial assets, and business interests.
We understand the unique complexity of mountain-area property, multi-state exposure, and the Tahoe region's legal landscape.
Simple. Thoughtful.
Thorough.
Four steps from first conversation to a complete, executed estate plan — designed around your life, not our workflow.
A confidential conversation about your family, assets, and intentions. No forms, no pressure.
We design a customized plan for your circumstances. Every provision considered. Nothing from a template.
We walk through every document together and refine until the plan reflects your wishes precisely.
Proper execution, notarization, and asset funding guidance — so your plan works when needed most.
The right time to plan
is before you need to.
Schedule a confidential consultation with our estate planning team. We serve clients in Truckee, Lake Tahoe, Reno, and surrounding communities.
We've received your request and will be in touch within one business day. All correspondence is strictly confidential.