Probates, Trusts & Estates Services in the United States
Probate & Estate Administration.
We guide clients through every stage of the California probate process with precision and care, ensuring full compliance with court procedures and statutory timelines. Whether representing executors, administrators, heirs, or beneficiaries, we handle the legal and practical aspects of estate administration, from filing initial petitions and gathering assets to preparing inventories, distributing property, and formally closing the estate. We also represent clients in third-party probate matters and provide strategic counsel in contested proceedings when disputes arise.
Trust Administration
We assist trustees and beneficiaries in the effective administration of both revocable and irrevocable trusts, including those that become operational upon the death of the settlor. Our services include interpreting trust provisions, managing and transferring assets, preparing required notices, and ensuring full compliance with California trust law. Our goal is to minimize conflict, safeguard trustees from potential liability, and provide clear guidance that supports efficient administration while preserving family harmony.Estate Planning & Intergenerational Wealth Protection
Estate Planning & Intergenerational Wealth Protection.
We collaborate with individuals and families to develop comprehensive estate plans tailored to their values, priorities, and long-term objectives. Our services include drafting wills, living trusts, powers of attorney, and healthcare directives, while also implementing strategies to reduce probate exposure, minimize tax liabilities, and ensure the smooth transfer of wealth across generations.
Contested Estates & Litigation Support
When disputes arise, whether they involve allegations of undue influence, conflicts among heirs, or creditor claims, we provide skilled and compassionate representation in probate court. Our team takes a strategic approach to resolving conflicts efficiently, with a focus on preserving both estate assets and family relationships whenever possible. When litigation is necessary, we are fully prepared to assert or defend claims to protect our clients’ interests.
Cross-Border & Ancillary Probate
For clients with assets or beneficiaries in both Mexico and the United States, we coordinate ancillary probate proceedings to ensure a cohesive and legally sound administration of estates across borders. We understand the international complexities and work to provide a seamless experience that honors the intentions of the decedent while complying with both jurisdictions’ legal framework.