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

  • Elder Care – Signs of Financial Abuse

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    Throughout the past couple years, we’ve examined just how vulnerable our seniors are in this increasingly technological world. In earlier blog posts: Scams & Frauds – Get Smart and Tis the Season for Scammers, we looked at many of the most prevalent cons out there. Because the elderly make such easy prey, this is a […]

  • Passwords – Security Tips from Experts

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    In the previous post, we covered the basics of a “SLICK password” and “passphrases” as an alternative to the usual suspects. If you missed that post, take a minute and review it now. CLICK HERE For those who are SUPER security conscious and want to create the ultimate in protection, we’re really going to bump […]

  • How to Build a Better Password Today

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    Did you know that as of 2015, the average user in the US had 130 accounts registered to ONE email address. And, the number of accounts has only increased from there. In fact, the number of online accounts we have today is projected by many to double every five years! Let that sink in. What […]

  • Identity Theft – Why Passwords Matter – Part 3

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    This has been a heavy-hitting series. You may want to go back and see what we covered in Part 1 and Part 2 of Identity Theft and Why Passwords Matter. We covered passwords, the ways in which your online accounts are vulnerable, social engineering and related methods of attack, and so much more. Here, in […]