A Professional Corporation

Practice Areas

Jim and Katelyn Phillips

We help clients plan their estates so that their wishes are carried out for themselves and for their intended beneficiaries. This includes preparing necessary estate planning documents, from wills to living trusts to powers of attorney to irrevocable trusts to gifting plans to gift tax returns, etc. For more information, please click on the link below.

Likewise, 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. This includes both matters subject to probate court supervision and matters not subject to court review. We help with both special needs trust planning and administration and with elder law. For more information on these areas, please click on the links below.

We provide probate court services for any county in California and estate planning services to California residents, including those in Pleasanton, Livermore, Dublin, San Ramon, San Leandro, Alameda, Hayward, Castro Valley, Antioch, Brentwood, Danville, El Cerrito, Moraga, Walnut Creek, Tracy, Stockton, as well as Alameda and Contra Costa Counties, and the San Francisco Bay Area.