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Taking the first steps

Please contact us to set up your consultation.  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 speak both English and Mandarin Chinese.  

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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.