Estate Planning, Probate, and Trust Administration

Do you have an estate plan already? Have you just started to think about estate planning? Wherever you are in the process, we provide comprehensive estate planning services and help you achieve your personal estate planning goals.

Our experience ensures overall security, wealth preservation, and protection of the values you wish to pass on to your loved ones. Our complete process provides clients peace of mind that their estate planning goals have been achieved, and reduces the burden and stress on family members at a time of illness or death.

Some estate planning tasks we have helped with:

  • Prepare revocable and irrevocable trusts
  • Prepare wills
  • Prepare powers of attorney for financial and healthcare matters for college-bound kids
  • Creating testamentary and lifetime trusts for the benefit of an individual, spouse, child, or charitable organization
  • Settle an estate
  • Handle probate matters
  • Administer trusts

As your trusted estate planning advisor, we work closely with your other professionals such as insurance agents, financial planners, investment advisors and accountants so that your estate plan is carefully planned, executed, and coordinated.

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, and is also a member of the San Francisco Estate Planning Council.