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It’s easier than you think to get started. Our commitment is to make this uncomplicated and effortless. We are dedicated experts who will give the kind of care to your estate plan that we would give our own.

You only have one legacy to leave the people you love. Take a small step and move forward without stress, confusion, and the headaches that often accompany legal matters. It’s different with us. 

Don’t hesitate, reach out, get answers in plain English. We never charge to talk. No question or concern is too small.  We look forward to hearing from you.

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Call

We're here Monday through Friday, 9:00am to 5:00pm

(415) 453-5952

Email

All emails are answered within 24 hours, usually same day

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Message

Send a text and we'll reply within 90 minutes

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we're here for you

Estate Planning is one of those things many of us tend to procrastinate, believing it will be more complicated and confusing than it actually turns out to be. 

We promise to make this easy, straightforward, and carefully tailored to your specific needs. We’ve streamlined our process for more than four decades, always striving for better ways to serve you.

Take a few minutes with us and let’s explore your estate planning needs, think about how you’d like to craft your legacy, then get a flat-fee quote and timeline you can count on — that won’t change, no matter what’s involved as we proceed.

Initial consultations are available for 20-40 minutes, and can take place by phone, in person, or by Zoom.

Take five minutes, send off this form, and get the conversation started. You’ll be glad you did.

Let's Talk About Your Plan