Committed to Secure, Comprehensive Estate Planning

Our firm delivers meticulously crafted inheritance and estate planning solutions that safeguard assets, honor legacies, and streamline intergenerational wealth transfers.

Leveraging seasoned legal expertise and evidence-based strategies, we facilitate tailored plans that optimize tax efficiencies and provide beneficiaries with enduring financial clarity.

A dedicated team delivers comprehensive inheritance and estate planning solutions that optimize wealth transfer and safeguard family interests.

With a Will and an estate worth more than $184,000, Probate Court is a necessary venue for the next 2 - 3 years after you pass. In California, with statutory fees, a moderate Estate can cost $75,000 to $150,000.

In contrast, a Revocable Living Trust costs but a small fraction of that; is private; disposes of assets quickly; and avoids the delays and frustrations of being “stuck in court” for a long time.

Like an old-fashioned doctor, Steve Watkins, J.D., L.D.A., visits clients within the safety and security of their homes to discuss their private financial information in the utmost confidentiality. Mr. Watkins uses his experience since graduating cum laude from law school in 1981 to help craft bespoke solutions to estate planning and asset protection problems.

For more complex matters, Mr. Watkins can help with consulting and advisory services for both Domestic and Foreign Asset Protection Trusts; offshore entity formations; and asset management protection, based on the client’s stated needs and direction.