Compassionate, in-home estate planning guidance with trusted attorney partners.
As a Living Trust Advisor, I specialize in helping individuals and couples — particularly those with over $186,000 in gross assets in California — plan for the unexpected and avoid the complexities of probate.
My plans are prepared by lawyers and offered at more affordable rates. I've completed over 30 hours of continuing education in estate planning and bring practical, hands-on experience to every family I work with.
I meet clients in their homes, so there's no rushed office visit — just a comfortable conversation where every document and decision is explained clearly.
"The best time to fix the paperwork is before the emergency."