A Professional Corporation
Jim Phillips Katelyn Phillips

Trust, Estate Planning, Probate, Conservatorship, Special Needs & Elder Law Pleasanton, California

Trust and Estate Law

Estate and trust planning is a highly personal area of the law. No two people are alike in that everyone has unique wishes regarding their family and intended beneficiaries. Planning for health care and financial management during incompetency and for how inheritance is to be left for intended beneficiaries varies from person to person.

At Phillips & Phillips, our goal is to help you understand your various estate planning options so that you make informed decisions as to how your wishes should be carried out if you became ill or died. This includes all forms of trust provisions for your intended beneficiaries, as well as planning to avoid probate and to save estate tax, property tax, and income tax.

We represent fiduciaries responsible for managing the financial or personal affairs of others, such as executors, administrators, trustees, conservators, guardians, agents, and attorneys-in-fact.

Over 30 Years of Professional, Ethical Experience


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