If you’ve ever been asked to serve as an executor or trustee—or if you’re creating an estate plan and wondering which role applies to your situation—you’re not alone. These two terms are often used interchangeably, but they represent distinct legal roles with different responsibilities, timelines, and purposes. Let’s break down what each role involves and…
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We did a very thorough vetting of candidates, in our recent search for a local Livermore, CA Trust Attorney. My wife and I were looking for a Family Revocable Trust to include Pour over Wills, Durable Powers of...
The purpose of having a revocable living trust is to protect your assets during your lifetime. Life changes. Kim was instrumental in updating and restating an outdated living trust, will, and power of attorney...
Kim helped me with my estate plan and was very considerate of my unique set of personal circumstances. Her plan was custom built for what I needed. She speaks and writes with the experience and ideas required...
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Our office is nestled in the heart of beautiful Livermore — next door to an antique store and surrounded by historic hills and vineyards.


