Practice Areas

Estate
Planning

Developing an Estate Plan customized to your needs and family dynamics is important. Our personalized approach for estate planning & trust protects your assets for generations to come.

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Legacy
Care Program

Our partnership doesn’t end when you complete your Estate Plan. Assets change, the family evolves, and health issues arise. Our Legacy Care Program aims to ensure your assets are properly aligned, verified, and tracked, and that your loved ones will be taken care of now and in the future.

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Trust
Administration

Carrying out the wishes and asset allocation within a Living Trust upon death is complex and emotional. Our knowledgeable and caring team navigates this process with you.

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WE ARE THE LIVING TRUST LAWYERS


As California estate planning attorneys, we take a highly personal approach to ensure we help you care for your family. We devote time to gain a thorough understanding of your assets and the particular goals and concerns you have for passing these assets on to your loved ones. Upon fully understanding your unique situation we design a customized plan for you… one capable of addressing all of your needs and achieving your most important goals.

Contact us today to learn more about how we can protect you and your loved ones.

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WHAT OUR CLIENTS ARE SAYING

SAVVY ESTATE PLANNING


What you need to know before you talk to the right lawyer

In this no-nonsense guide, attorney James L. Cunningham, Jr. shows how to avoid the top ten mistakes that could damage your financial succession, family, heirs, and legacy.

Savvy Estate Planning provides the essentials you need to know about estate planning. The only mistake you could make now would be to ignore it.

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