Why Clients Choose Us

Generally clients come to see us for... Information, planning, or help navigating a crisis.

An Overview of Services
  • Difference Between Living Trusts & Wills

    What's the difference? One little word… Probate! In general, administration of a living trust is less expensive, takes less time, and is more private than probate. Trust administration is much less costly. >> Read More

  • Incapacity & Conservatorship

    A conservator is an agent appointed by the court to oversee your finances or make personal decisions on your behalf. Conservatorship differs from Power of Attorney in that it requires...
    >> Read More

  • Probate vs Trust Administration

    There are key distinctions between a will, which requires a process called probate, and a trust. It is my job to help you determine the optimal solution and a review of some of the basics will help.
    >> Read More

What Clients Have to Say

“There were so many different ways to accomplish my objectives, and Diane was able to translate that into the legal language that would stand up in court.”

– Linda Stabler, Los Gatos

Recent Posts

  • How to Protect Yourself – Identity Theft – Part 2

    In How to Protect Yourself – Identity Theft – Part 1, we defined hacking, skimming and phishing and learned how they are used to gather personal information. We also provided a list of personal information you need to protect and not give out just because someone asks. If they call or email you and ask […]

  • How to Protect Yourself – Identity Theft – Part 1

    As we continue our series on Scams Targeting Seniors and eSecurity in general, a post about identity theft seemed smart. Protecting your identity and sensitive data is paramount. Consider David B. Dahlstrom, a Salt Lake City locksmith who lived a 17-year, identity theft nightmare. In his case, the ordeal ultimately landed the perpetrator in court, […]

  • Cyber Safety for Seniors and Me Too

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    Who are we kidding, cyber safety and online security is something we could ALL improve. And it takes a village! With the scams out there these days, how can you protect yourself and your loved ones? This post is meant to get us all working together in the spirit of combining our efforts to make sure we […]

  • Scams & Frauds – Get Smart

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    Why bring this up as we head toward the start of the holiday season? Because THIS is a time of year when we are most likely to see important friends and family. Having these blog posts handy, printing them out and leaving them with a parent or friend could make all the difference! Discuss now, read later, share with others… whatever you […]