Services

Probate

Probate Representation & Estate Administration

When you hire me to handle a probate matter, I take responsibility for managing the entire court-supervised process so you don’t have to navigate it alone. I determine whether probate is required, identify which assets must go through the court, and handle all necessary filings, notices, and court appearances on your behalf.

I oversee creditor claims, address debts properly, and work to prevent delays, disputes, or costly errors that can reduce the value of the estate. From start to finish, my focus is on keeping the process clear, compliant, and moving forward efficiently.

Once the court authorizes distribution, I ensure assets are transferred lawfully and correctly to heirs or beneficiaries. My role is to protect the estate, guide you through each step, and bring the matter to a clean and confident resolution.

What I Handle:

• Court filings, deadlines, and representation
• Asset identification and creditor claim management
• Final distribution to heirs or beneficiaries

Trusts

Trust Administration & Trust Planning Services

When you work with me on trust matters, I help ensure your wishes are carried out clearly, privately, and with as little burden on your loved ones as possible. I advise trustees and beneficiaries through every stage of trust administration, helping them understand their responsibilities, avoid missteps, and comply with California law.

I assist with the proper funding, administration, and interpretation of trusts, whether you are creating a new trust, serving as a trustee, or resolving questions after a loved one’s passing. My role is to keep the process organized, reduce the risk of disputes, and protect the assets held in trust.

When issues arise—such as unclear terms, beneficiary concerns, or potential conflicts—I provide practical guidance and, when necessary, legal representation to resolve matters efficiently. The goal is straightforward: preserve privacy, protect the trust’s value, and provide clarity at every step.

What I Handle:

• Trust evaluation and updates
• Trust administration and trustee guidance
• Asset distribution and dispute prevention

Areas | Represent

I can appear and work on cases in all 58 California counties, allowing me to handle matters statewide regardless of where you live or where the estate is located. My practice covers Alameda, Alpine, Amador, Butte, Calaveras, Colusa, Contra Costa, Del Norte, El Dorado, Fresno, Glenn, Humboldt, Imperial, Inyo, Kern, Kings, Lake, Lassen, Los Angeles, Madera, Marin, Mariposa, Mendocino, Merced, Modoc, Mono, Monterey, Napa, Nevada, Orange, Placer, Plumas, Riverside, Sacramento, San Benito, San Bernardino, San Diego, San Francisco, San Joaquin, San Luis Obispo, San Mateo, Santa Barbara, Santa Clara, Santa Cruz, Shasta, Sierra, Siskiyou, Solano, Sonoma, Stanislaus, Sutter, Tehama, Trinity, Tulare, Tuolumne, Ventura, and Yolo Counties.

Testimonials

Lisa in the  Media