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

  • Best Resources to Combat Elderly Financial Abuse


    Back in July and August of 2017 we wrote a couple articles about financial abuse targeted at seniors. Did you see them? Elder Care – Signs of Financial Abuse – In this article we looked at the warning signs that need to be seen as Red Flags getting us to pay close attention! Tips to […]

  • Seniors and Passwords – Help Your Aging Parent Stay Safe Online


    This gets tricky. Are you familiar with the term Digital Native? These are people born at a time when the World Wide Web was already a part of our daily life. Typically, our parent’s grandchildren. Most folks reading this article are not digital natives. You likely surfed the digital wave as it formed and continue […]

  • How to Make a Strong Password Today


    We discussed much of this in depth earlier in the year and encourage you to catch up on previous password-related posts. If you have the time, we encourage you to read, bookmark or share on social media the posts we’ve written about Scams, Fraud, and more. These are important topics – for us and the […]

  • Password Guidelines Changed – What to Do Now?


    In the last post we looked at the startling news from August 2017, that had us all scratching our heads on the topic of “strong passwords.” Seems like everything we had been taught to do was now deemed wrong! If you missed that post, I suggest reading that first. Miss that UPDATE Part 1? CLICK […]