Trust and Probate Preparation

Protect Your Legacy and Loved Ones

We’re here to help you protect your legacy by setting up a trust or will that saves your family from the overwhelming burden of probate. By planning ahead, you spare your loved ones countless hours of stress and thousands of dollars in unnecessary fees.

Did you know that in California, the average probate process costs over $23,000 and can drag on for a year or more? That’s not including the 12+ hours a week families spend navigating paperwork, court hearings, and deadlines. Probate battles and delays are all too common—and they’re exactly what effective estate planning can help you avoid.

Let’s make sure your legacy is protected and your family is spared the stress.

The Smartest Way to Protect Your Family & Assets

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Avoid Probate Fees

Probate court charges a percentage of the estate’s value, which can quickly add up to tens of thousands of dollars. Setting up a trust helps you bypass these costs entirely.

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Ensure Smooth Asset Transfer

With a trust, your property, financial accounts, and personal assets can be distributed directly to beneficiaries without court intervention.

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Maintain Privacy

Probate is a public process, meaning anyone can access details about your estate. A trust keeps your family’s financial matters private and confidential.

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Minimize Family Disputes

Without a clear plan, families may face disagreements over property and inheritance. A well-structured trust or will ensures that everyone understands your wishes, reducing conflict.

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Protect Vulnerable Beneficiaries

Trusts provide flexibility for distributing assets over time, ensuring that minors, elderly family members, or those with disabilities are cared for according to your wishes.

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Plan for Incapacity

A trust isn’t just for after death—it can protect your assets if you become incapacitated, ensuring your finances and care are handled without delays.

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Save Time & Reduce Stress

Probate takes an average of 9-12 months or more. A trust allows your loved ones to bypass lengthy court procedures and settle your affairs efficiently.

Experiences Shared by Our Clients

Discover how we’ve helped clients navigate probate with confidence and care.

Experiences Shared by Our Clients

Discover how we’ve helped clients navigate probate with confidence and care.

Experiences Shared by Our Clients

Discover how we’ve helped clients navigate probate with confidence and care.

Anda has now helped us purchase two homes in the East Bay. She is extremely knowledgeable about the area, digs deep into the data for every home we’ve been interested in, and is highly dedicated to ensuring our goals are met during the buying process...
Reuben & Sara

Bought a Single Family home in Fairview, Hayward, CA
As my elderly parents’ health needs grew beyond the expertise of their family’s help, I began to review the many real estate sales brochures that had been sent to their home. The claims of extensive local knowledge, the current housing market in the current economic climate as well as a home’s condition and its impact on the marketplace were essentially the same...
Susan

Sold a Single Family home in Hayward Highland, Hayward, CA
We had a very pleasant home buying experience working with Anda. She was proactive in her communication with all the parties involved and gave us all the key resources to aid in the decision making process...
Shree & Ram

Bought a Single Family home in Mission valley, Fremont, CA
How lucky are we to have met you! You helped us with our first home purchase. Thank you very much for your hard work and dedication. You are a very thoughtful and considerate real estate agent. You have a natural gift of connecting with others in a genuinely caring way- you're not just selling homes but making dreams come through...
Annie & Nitin

Bought a Single Family home in Hayward Highland, Hayward, CA

Give Your Family the Gift of Security & Peace of Mind

With 40+ years of combined real estate and legal expertise, we specialize in creating tailored trust solutions to protect your assets and secure your family's future. Don’t leave them with uncertainty—let’s set up the right plan today.