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Vision

Vision

 

Estate Planning

To provide clients with exceptional legal counsel resulting in an eye-opening planning experience and one that is renowned for incorporating clients’ faiths, expressions of gratitude and/or philanthropic goals.

To reach and educate thousands of Californians 18 and older about the positive impact advance planning can have during the life of the planner and one’s loved ones.

Trust and Estate Administration

To provide clients with exceptional legal counsel that is renowned for its clarity of what the tasks are and the reason for the tasks while sharing with clients a commitment to minimizing distraction, cost and hassle.

To reach and educate thousands of Californians about proactive steps one may take when handling trust or estate management responsibilities.

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