We understand how precious life and loved ones are.

We get it...

The term “Estate Planning” sounds so … heavy.

“Peace of Mind Planning” is a much better fit — that’s because our brand of estate planning is SO MUCH MORE than simply preparing legal documents for when you’re gone.

We provide you with true peace of mind.

Together, we craft customized plans that reflect your wishes and values — so you can rest assured that:

(1) your kids will always be with those you love and trust;
(2) your healthcare choices are honored;
(3) your loved ones are spared years of wildly expensive court proceedings; and
(4) your personal legacy lives on for generations through recorded interviews.

We create thoughtful plans that actually work.

Our four-meeting process is designed to ensure that you’re getting the best plan for your needs AND an enlightening experience that will feel far more like coffee with an old friend rather than a solemn legal transaction.

We bring joy to the planning process.

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Meaningful Connection

You're more than a client, and we're more than a law firm. We’re not here simply to provide you with a set of legal documents — our goal is to help you customize a quality plan that best reflects your values, priorities, and wishes. To that end, we take time at the start of every Peace of Mind Planning Session to learn about your loved ones, family dynamics, personal interests, and more. Building this relationship enables us to counsel you in the most productive and meaningful way.

Client Centered Approach

Life is hectic, especially so if you have kids at home. We know that finding time for yourself often feels like a pipedream – which is exactly why we make planning easy. With virtual meetings and a flat free pricing structure designed to encourage questions and communication, we are committed to helping you get a meaningful plan in place in the comfort of your own home … or in our Long Beach office. Whichever you prefer.

Exceptional Service

We believe that EVERYONE deserves a customized, thoughtful plan to keep their loved ones safe and free from court and conflict. This is especially true if you’re a parent of little ones — a well-crafted plan can help ensure that your children are always with those you love and trust. who will protect and raise them with the same values and principles. We take on just a few new clients a month so that we're able to consistently provide first-class, personal service.