Taking the first steps
Please contact us to set up your consultation. We require potential clients to complete a short intake form so we can have a productive conversation about your particular goals and needs. During the consultation, we will go over what an Estate Plan is, learn more about your family, and outline my process. If this is your first time creating an Estate Plan, the consultation is complimentary.
We look forward to discussing how we can exceed your expectations.
We see clients by appointment only during regular business hours. We are frequently meeting with clients or doing legal work; if we are unable to answer the phone, please leave a voicemail. E-mails and phone calls will be responded to within two business business days.
We speak both English and Mandarin Chinese.
Estate Planning, Trust Administration, and Special Needs Planning
Located in Central Fremont.
Serving the Bay Area including, Fremont, Union City, Newark, San Jose, Dublin, Pleasanton, Livermore, Milpitas, Campbell, Santa Clara, Sunnyvale, Los Altos, Cupertino, Saratoga, Los Gatos, Mountain View, Palo Alto, Los Altos Hills, Atherton, Menlo Park, Hayward, Oakland, Castro Valley, Portola Valley, San Ramon, Walnut Creek, Danville, Moraga, Orinda, Lafayette, Redwood City, San Carlos, Burlingame, Belmont.