Client Reviews

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 Atty., Advance Health Care Directives and finally Transfer of Home into Trust with step-up valuation. . . We went with Kim to create our Family Trust. If you are looking for a hands-on attorney that provides the time to address all your questions, concerns and gives the necessary advice to ensure California compliance and future assets are structured to mitigate probate Kim is highly recommended.

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 Kim was instrumental in updating and restating an outdated living trust, will, and power of attorney. She listened, patiently answered my questions, explained the legal terms and help draft my estate plan to meet my circumstances. For peace of mind, I highly recommend giving Kim a call today.