Keeping Your Wishes Alive.

We educate, prepare, and equip our clients with a working estate plan to protect them and their loved ones in case of incapacity or death.

  • 7250 Redwood BLVD Suite 300 Novato, CA
  • (877) 657-8639

    We're here for you. Let's start this journey together.

COVID-19 Announcement:

In these unprecedented and challenging times, we hope you and your family are healthy and safe.  We are all in this together and our hearts go out to all those directly affected by the virus, as well as their families, friends and coworkers.  

During this time of uncertainty and rapid change, keeping informed is more important than ever and we’re here via phone or video to help you navigate some available options.

We are here to help and now more than ever it is essential to have an estate plan in place that accurately represents your wishes.

Welcome

Our passion is helping you develop an estate plan that reflects your wishes and values, while providing you with education to assist you in selecting how best to design your estate plan.

We are dedicated to keeping your wishes alive. Our flat-fee packages are made to be customizable and flexible, to fit your own specific needs and provide you with the power to pursue your goals.

We hope that you contact us with your own questions, so we can work together to ensure you get quality assistance.

Our team would be honored to assist you throughout this very crucial planning process. We will be your trusted resource and advisor every step of the way. We would love to be a part of your journey.

  • Appointments

    Interested in learning more about how we can assist in keeping your wishes alive? We would be more than happy to help. Give us a call at (877) 657-8639 or send a message so we can help you.

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