Estate Planning, Probate, and Trust Administration
We provide comprehensive estate planning services and help each client achieve their personal estate-planning objectives. Our experience ensures overall security, wealth preservation, and protection of the values that our clients wish to pass on to their loved ones.
We also settle estates and handle probate matters and trust administration. Our complete process provides clients peace of mind that their planning goals have been achieved, and reduces the burden and stress on family members at a time of illness or death.
We prepare wills to provide for a child’s guardian, testamentary trusts and lifetime trusts for the benefit of an individual, a spouse, child, or a charitable organization that the client may wish to include in their estate planning.
As our client’s trusted advisor, we work closely with their other professionals such as insurance agents, financial planners, and accountants so that each client’s estate plan is carefully planned, executed, and coordinated for the benefit of the client.
Jill W. Eshman is a Certified Specialist in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization, and is a member of WealthCounsel, LLC, a nationwide collaboration of trust and estate planning attorneys and other legal, tax and business professionals, as well as a member of the San Francisco Estate Planning Council.