An East Coast financial advisor recently had a Bay Area client who needed help closing an estate involving real property holdings after the death of a loved one. She came to us via referral, as the legal challenges of the trust administration were a bit complex and needed the expertise of a local estate planning and real estate attorney familiar with California law. Apparently we made a real difference.

The advisor sent this note to the person who referred us:

“Your attorney was VERY helpful. I wish the woman who needed him had connected with him sooner— so does she! Many thanks!”

Real Estate Ownership Issues Arise in Trust Administration

Sorting out ownership and title claims for real property for estate planning is critical to help heirs move on with their lives with minimal conflict. We are pleased to have had a hand in helping get this estate properly sorted out.

Our mission is always to put the needs of the client first, before our own. We are happy to have once again met that standard in this situation.