Our Services

"I promise to make you feel comfortable and spend as much time as needed to listen to you, understand your concerns, and help achieve your planning goals. I'd be happy to meet you for a no-charge consultation." - Michael 

From our office in Sacramento we are able to provide services to families throughout the Central Valley, including Sacramento, Yolo, Placer, El Dorado, and Solano Counties. 

Listen. Counsel. Plan.®

Call 916-333-5088

or complete online form:

consultation = no charge

  • Living Trust Estate Planning
  • Special Needs Trust Planning
  • Probate and Trust Administration
  • Conservatorships