About Us

We are dedicated to providing you with quality estate planning resources, so you can become familiar with all of the existing options. When you visit or call one of our offices, we want you to feel comfortable discussing such an important issue concerning both you and your family. We want to arm you with the information you need to make an informed decision about your family's future.

If you have a well-drafted estate plan in place, you'll ensure that your estate passes to whom you want, when you want, and is carried out in the manner you've chosen. You can rest assured that your family won't have to endure the public process and costly matter of probate. The government won't be able to take what you've spent a lifetime building. But you need to be aware of the many options that exist in estate planning—and you must choose your attorney wisely.

That is why the attorneys of Northern California Estate Planning Counselors, LLP offer this wealth of free information and free seminars. Read our Estate Planning articles, and if you're in the area, join us at an Estate Planning seminar. We want you to feel confident about the choices you make—let us be your guide on the path toward preserving your family's future.

Legacy Planning

Legacy Planning is a holistic approach to estate planning. We help clients preserve their financial wealth and their legacy, including their life stories and family heirlooms, for future generations. Our non-traditional planning methods include special provisions and protections in Living Trusts, Wills (simple & complex), Powers of Attorney, Irrevocable Trusts, Family Limited Partnerships, Charitable Gifting and other strategies. This planning also includes minimizing estate taxes, avoiding the expense and nightmare of probate, protecting against remarriage after death of the 1st spouse, and protecting beneficiaries from a possible future divorce.

Family-Owned Businesses & Farms

We offer estate planning assistance for the unique needs of Family Businesses and Farms. We help clients preserve this important part of their legacy for future generations.

Estate Planning for the LGBT Community

We offer guidance and assistance to members of the LGBT Community on their unique estate planning needs. This includes assistance in setting up Wills, Living Trusts, Powers of Attorneys and Health Care Directives.

Incapacity Planning

We help clients create a plan to handle their affairs in the event of an incapacity before they pass away. This includes planning to avoid a Conservatorship proceeding.

IRA & Retirement Planning

We have experience in the complex area of estate planning with IRAs and other retirement plans. We help ensure clients and their beneficiaries are protected by employing tax reduction techniques.

Elder Law, Veterans Benefits & Medi-Cal Services

We help clients qualify for government medical benefits legally and ensure their estates are preserved for their families, instead of their nest egg being wiped out by high nursing home expenses.  This assistance includes Veterans benefits and Medi-Cal Long Term Care benefits.

Asset Protection & Business Planning

We help clients who are small business owners and those who are most susceptible to being sued by assisting with Lawsuit and Asset Protection. We also assist with Business Succession Planning. Some of the tools and strategies used are Family Limited Partnerships, Limited Liability Companies and Buy-Sell Agreements.

Special Needs Planning

We offer assistance to clients who have special needs family members by creating Special Needs Estate Plans. These tailored plans help them preserve government benefits while having their loved one cared for in all areas of their life: financial, educational and medical, and most importantly, their emotional and personal needs in the future.

Trust Administration & Probate

We help families who have experienced the loss of a loved one with the ensuing Probate or Trust Administration process.

Financial Planning

We help clients preserve their wealth and achieve their long-term financial goals. Our attorneys work closely with clients’ financial advisors to make sure their estate plan and their financial plan are coordinated and meet the clients’ goals.


Page Tools