Wills
A clear written record of who gets what and who takes care of your children. The foundation every estate plan starts with.
Most people mean to do their estate plan and never do. We make it clear, straightforward, and actually get it done — so your family isn't left guessing.

Practice areas
A clear written record of who gets what and who takes care of your children. The foundation every estate plan starts with.
Avoid probate court and keep your family's business private. You control it during life, then it flows smoothly after.
Name someone to handle your finances if you can't. Without one, your family might need court permission to pay your bills.
Spell out your wishes for end-of-life care so doctors know what you want, and your family doesn't have to guess.
We guide executors and trustees through the paperwork — probate, accounting, distribution. Someone has to do it. That's us.
If you own a business, a succession plan keeps it in the family or transfers it cleanly. Without one, it's chaos.

“I'd been saying 'I need to do my will' for three years. Dana made it feel doable — and two weeks later, it was done.”
R. Kimball · Sacramento, CA
Good to know
Two to three weeks for most families, start to finish. Two meetings — one to talk through your situation, one to sign — with a careful draft and time to read it in between.
If someone depends on you — a spouse, a child, a business partner — the right time has already arrived. Plans are written to be revised, so starting now costs you nothing later.
Yes. Every document is walked through in plain English before you sign it. If a paragraph can't be explained clearly, it doesn't belong in your plan.
The record