Trusts & Estates Services in the United States

📜 Probate & Estate Administration

We guide clients through every stage of the California probate process, ensuring compliance with court procedures and timelines. Whether representing executors, administrators, heirs, or beneficiaries, we help manage the legal and practical aspects of estate administration—from filing initial petitions to distributing assets and closing estates. We also assist with succession in third-party estates and represent clients in contested matters when disputes arise.

📂 Trust Administration

We support trustees and beneficiaries in the effective management of revocable and irrevocable trusts, including those activated by the death of a settlor. Our services include interpreting trust provisions, managing asset transfers, preparing required notices, and ensuring that all actions comply with California trust law. We aim to minimize conflict and provide guidance that protects the trustee from liability while preserving family harmony.

🛡️ Estate Planning & Intergenerational Wealth Protection

We work closely with individuals and families to design comprehensive estate plans that reflect their wishes, values, and long-term goals. This includes drafting wills, living trusts, powers of attorney, and healthcare directives. We also implement strategies to reduce probate exposure, minimize tax burdens, and promote the seamless transfer of wealth across generations.

⚖️ Contested Estates & Litigation Support

When challenges arise—whether due to alleged undue influence, disputes between heirs, or creditor claims—we provide strong, compassionate representation in probate court. Our team works strategically to resolve conflicts while preserving estate value and family relationships whenever possible. We are also prepared to pursue or defend claims when litigation becomes necessary.

🌐 Cross-Border & Ancillary Probate

For clients with assets or beneficiaries in both Mexico and the United States, we coordinate ancillary probate proceedings to ensure a cohesive and legally sound administration of estates across borders. We understand the complexities of international succession and work to provide a seamless experience that honors the intentions of the decedent while complying with both jurisdictions’ legal frameworks.