Why people come to me

Most people who call me have been meaning to do this for years. They know they should have a will or a trust, but life is busy, the subject is uncomfortable, and they assume it will be complicated. My job is to make it straightforward. I explain your choices in plain English, I tell you what I’d do in your situation, and I don’t hand your plan off to someone else to finish.

I also see what happens when there’s no plan

A large part of my practice is probate, and the disputes that grow out of it. I spend a lot of time in the probate departments of the Stanley Mosk Courthouse downtown. That shapes the estate plans I write. I’ve seen what a family goes through when a house is left in a parent’s name, when a trust was signed but never funded, or when a will leaves room for an argument. I write plans meant to keep your family out of that courtroom.

How I work

• I design the plan myself. When you hire me, I personally prepare your documents.
• Plain answers. You’ll understand what each document does before you sign it.
• Funding is part of the job. A trust only works if the house and accounts are actually in it. I don’t consider a plan finished until that’s done.
• Straightforward about fees. We talk about what your plan will cost before you decide to go ahead.

Here’s how the process works, step by step, and the kinds of plans I prepare.

The office

12121 Wilshire Boulevard, Suite 810, Los Angeles, California 90025. You can check my license any time on the State Bar of California website.

Call me at (310) 735-9877, or start your plan online.