Welcome!

We are a Beverly Hills based law firm specializing in estate planning, probate, and trust administration. We help clients reach peace of mind about protecting and transitioning their wealth for the next generation and keeping their families out of court and conflict. Our approach is to combine technical expertise in all aspects of estate planning with exceptional compassion and sensitivity to delicate family dynamics. We look forward to your questions and helping you care for the most important people in your life.

Our Services

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Estate Planning

Having a will simply is not enough.  It doesn't guarantee the care of your children if the unthinkable happens! See how we do it differently… 

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Probate & Trust Administration

A trust administration is the private transfer of assets (estate) to the beneficiaries. What happens if you don’t have this process in place? Your beneficiaries will most likely have to go through probate — a court process which can be complicated, costly, and public. Either way, allow us to help calm the waters and be a trusted guide through it all.

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Protecting Your Children

You have opinions on how to raise your children and who you want to raise them if you can’t. Don’t leave the choice to a judge or fighting family members. A judge cannot know your thoughts and desires.

“Stephen displayed expertise through detailed advice, and he focused on feelings and emotions instead of just technical terms. His compassion mixed with his expertise make him my “go-to” for estate planning.”
— Ashley S.

LIFETIME RELATIONSHIP

We provide complimentary 3 year estate planning reviews to ensure that as your life changes, so does your plan


EXCELLENT LEGAL CARE FOR YOUR CHILDREN

We understand how important your family and especially your children are to you. That's why we offer a children’s protection plan with every estate plan if your children are still minors. Don't leave it to authorities to take care of your kids if you’re unable to get home to them.


NO HOURLY BILLING

Our firm charges flat-fees for our planning services. This means there are no surprise bills.   


INTEGRAL APPROACH

We take a holistic approach. This means that we plan for the whole person, not just your money and assets. We provide you with the opportunity to plan for all possible risks, and pass on your memories and life’s wisdom.


COMMUNICATION

Communication is key. It's important that you know what your estate plan does, how it works, and enjoy the process by not stressing about whether you forgot to mention something.  


HONEST & CARING PLANNING APPROACH

We don’t bombard you with legal jargon. We take the time to show, educate, and describe important concepts clearly so you truly understand what you’re doing when you plan.


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