Estate Planning to Protect What You Love

Our experienced estate planning attorneys can help protect your life’s work from the Government, Taxes, Lawsuits, or Creditors, or Nursing Home.
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Mathew and his staff did a fine job changing our estate from Florida to California. We are confident that we now have a valid estate plan and documents for California.
Matthew provided us with exactly what we were looking for. Our will and trust is just the way we had discussed, and Matthew is very personable and easy to work with, even on Zoom.
We had a professional and pleasant experience working with Matthew and his team. The office is highly responsive and attentive. The process was made simple and tailored to meet our needs. Michelle and Lori were great to work with as well.
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Our 3-Step Protection Process™ can help you move from “I’ll get around to it” to “I’m Done!” It starts with our Right Fit Meeting™, where together we determine whether our firm is right for you. If you decide to work with us, together we design your plan. Are you ready to get started? Click the button below and schedule a call now.

I want to…

Protect my legacy from lawsuits, remarriage, in-laws, and probate.
elderly as california estate planning attorney client
Protect my parents from nursing home costs so they don’t lose their home.
mother and daughter as california estate planning attorney clients
Qualify for VA Aid & Attendance benefits to help pay for in-home care.
veteran as a California estate planning attorney client
avvo clients' choice award for california estate planning attorney
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California estate planning attorney elder counsel membership badge
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California estate planning attorney BBB membership badge
California estate planning attorney BBB membership badge

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Davis
530–763-0014
750 F Street, Suite 2
Davis, CA 95616

Sacramento
916–975-7560
333 University Ave, Suite 200
Sacramento, CA 95825

Roseville
916–975-7721
3017 Douglas Blvd, Ste 300
Roseville, CA 95661

Monterey
831-777-2557
288 Pearl Street
Monterey, CA 93940

San Antonio
210-750-1800
18756 Stone Oak Pkwy, Ste 200
San Antonio, TX 78258

We operate on an appointment-only basis other than our Davis office.
Need Assistance? Call us at (916) 273-4777

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