Our Services
Estate Planning
It’s a common misconception that estate planning is only for the wealthy or for the elderly. In reality, estate planning is about planning for all stages of your life, not simply a tool used for passing on assets after you pass away. Schedule a free consultation today and see how estate planning can provide numerous benefits for you, your family, and your loved ones.
Trust Administration
So you have been named or appointed as a “Trustee.” What is a trustee? What are the duties and responsibilities of being a trustee? Can you be held personally liable for your actions as a trustee? What are some pitfalls to avoid as a trustee? For most individuals, merely the idea of “being a trustee” sounds daunting and overwhelming. Let us assist you through the process from start to finish.
Probate
Probate is a legal process that takes place after someone dies. When someone passes without an estate plan, or with only a will, their estate assets must pass through this court-supervised process before heirs can receive their inheritances. Probate is generally time-consuming, expensive, and can be quite complicated for the uninitiated. While our aim is to avoid probate altogether with a properly-drafted estate plan, sometimes, probate is still necessary. We can help you navigate the legal system to remove unnecessary stress and bring closure to you and your family.
Conservatorship
A conservatorship is a court proceeding where a judge appoints an individual to be responsible for the care of another adult who cannot care for themselves or their finances. Coming from a background working with seniors who have lost capacity due to various forms of dementia or other illnesses, our attorney, Peilin Ngo, is familiar not only with the legal process of a conservatorship, but also with the emotional and psychological toll that the process can take on all parties involved. By assisting families in establishing and administering conservatorships, we hope to be able to bring stability and comfort to those who are confronted with the reality of permanent or temporary incapacity.