We provide San Francisco Bay Area families, professional, retired individuals, and business owners with premier Estate Planning, Probate and Trust Administration solutions, including Advance Healthcare Directives, Powers of Attorney, Guardianship, and Conservatorship.
Our firm foster lifetime relationships with our clients. To this end, we start the process with a free initial consultation, where the client interviews our firm, and we interview the client. Because client satisfaction is our top priority, membership in our firm is limited to those clients that we can best serve and enjoy working with. When the goals of the client and the firm are aligned, we proceed with the estate plan creation.
During the initial meeting, the client(s) meet with Mr. Tuller and briefly discuss our firm's estate planning process, the client's objectives and challenges, and potential solutions. Mr. Tuller and the client(s) decide to move forward, our systems-based approach allows us to exceed client expectations in an organized fashion. In fact, we believe so strongly in our process and abilities that we quote a flat fee for the representation. In our experience, our client's appreciate knowing the cost of services beforehand.
Having an estate plan that protects your assets, children and other beneficiaries, and plans for any future incapacty is critical for each person to have in place. If you do not currently have such a plan, we strongly recommend that you implement one.
If you have been putting off creating your estate plan, there is no better time than now to get your affairs in order. Either, you will create a fully-integrated estate plan that gives you the piece of mind that you deserve, or you will walk away with a full refund if you are not satisfied with the plan we help you to create.
We offer the estate planning solutions fully customized to your unique situation. Click below for more information.
NEW THIS 2019! We have added two (2) services we believe critical for the success of your estate plan. You can now subscribe to Directive Communication Systems (DCS) and Legal Directives for an extended protection and management of your traditional and digital accounts, as well as immediate hospital access to critical healthcare directives and assigned contacts during medical emergencies.
When you create your estate plan or update your existing plan with us, we will cover the enrollment fee and 1-year subscription to DCS and Legal Directives ($500 est. value) at NO COST to you.
Contact us for the creation or re-statement of your estate plan
Learn more about DCS and Legal Directive Services