Wills & Trusts
Thoughtful estate planning that protects your family, your assets, and your intentions. We prepare wills, trusts, and related documents tailored to individual and family circumstances, including for clients with assets in more than one country.
Our Services
Wills & Estate Planning
Trusts
Last wills and testaments
Pour-over wills
Revocable living trusts
Guardian designations for minor children
Irrevocable trusts
Periodic plan review and updates
Special needs and education trusts
Trust funding and asset transfers
Incapacity Planning
Probate & Administration
Durable financial powers of attorney
Advance healthcare directives
Probate and estate administration
HIPAA authorizations
Trust administration
Designation of agents and fiduciaries
Guidance for executors and trustees
Asset transfer and beneficiary coordination
Our Approach
Direct attorney access on every matter, with no layered staffing.
Tailored Planning
We begin with your family structure, assets, and goals, then design a plan that is clear, durable, and suited to your circumstances, rather than relying on standard forms.
Business and Cross-Border Assets
We coordinate estate planning with business ownership, real estate holdings, and assets held outside the United States, working with tax advisors as needed. We serve clients in English, Mandarin, and Spanish.
Nationwide Coverage
We advise clients across the United States. In jurisdictions where our attorneys are not admitted to practice, we work in association with locally licensed counsel.