Estate Planning Resources

Serving Clients in Pleasanton CA and the Surrounding Area

Choose your Path

  • Events and Workshops
    Our workshops are designed to provide you with the estate planning resources you need when designing an estate plan. Workshops are the best way to get your questions answered. We look forward to working with you!

  • Newsletters
    Sign up for our monthly newsletter on topics from Probate, Long-Term Care, Asset Protection, and Estate Planning.

  • FAQ
    You’ll find frequently asked estate planning questions and answers on topics that are important to you.

  • Read Our Blog
    Explore our blog for insightful articles pertaining to Estate Planning, Probate, Estate Administration, Estate Tax, Business Planning and more.

  • For Professional Advisors
    We work closely with professional advisors and believe the team approach provides an effective estate plan for our mutual clients.


To Stay Current

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Contact Us

You will speak to or hear back from Brian personally.


4695 Chabot Drive, Suite 200
Pleasanton, CA 94588


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San Jose

1960 The Alameda, Suite 185
San Jose, CA

San Mateo

1900 S. Norfolk Street, Suite 350
San Mateo, CA


210 Towne Centre Drive
Lathrop, CA


466 W Fallbrook Ave, Suite 102
Fresno, CA

Satellite Offices Available by Appointment: