Resources.
A small library for the people we work with — families weighing a professional fiduciary, adult children facing a first conservatorship, and individuals planning ahead. Not a content operation; the documents we wish had existed when we were the ones sitting in the difficult conversations.
- Start here
Guides
Plain-language guides on the decisions families and individuals face in California — trusts and wills, probate and its timeline, conservatorship and its alternatives, and the work a professional fiduciary does.
- From the practice
Blog
Notes and observations on fiduciary work in California — the questions families ask, what changes in the law mean in practice, and lessons from the day-to-day of trust administration, conservatorship, and probate.
If a question here touches your own situation, the next step is a conversation — much of what we have written has come out of those conversations.
Discretion and confidentiality are fundamental to our practice. Information submitted through this form is kept private and used solely for purposes of communication regarding potential fiduciary services.