Call (916) 354-6577 or fill out the short form below. We will usually respond within 1 business day but often do so the same day. Don’t hesitate, your questions are welcome.
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As our name states, we help high net worth clients with planning and protecting their wealth legally. Every situation is different, and our approach is completely personalized and customized to your unique situation and goals for today and the future, for you and your family. We do this through a variety of ways:
We welcome your questions and want to understand your situation and goals to help you move forward and achieve the peace of mind that comes with having everything done properly and efficiently. Since time is often critical to ensure the best result, contact us now by calling (916) 354-6577 or complete the Form on this page above to schedule a consultation. All information is confidential.
Very happy with the service we received and we cannot emphasize enough the peace of mind that comes with having completed our trust.
The firm assisted me with a will, power of attorney documents and healthcare directives. They are professional, highly skilled and truly care about their clients. I am 100% confident that my family will be equipped with every legal document needed when the time is necessary.
Very helpful, informative and supportive; professional and yet kind. If I have needs in the future I will definitely return. I will also recommend if anyone’s should express the need for services offered. Very pleased with my visit
Dustin and the staff were fantastic. they helped us every step of the way. It was a very good experience, and we can’t thank them enough!!
