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Sonoma County Trusts, Wills & Powers

We don’t dabble in trusts. We don’t hand you boilerplate documents and disappear. And we don’t leave families guessing, cleaning up mistakes, or paying for avoidable problems later.

We are the premier trust and estate planning services company in Sonoma County. When clients hire us, they are not looking for the cheapest option. They are looking for accuracy, education, tax awareness, proper funding, clean execution, and a plan that works in the real world. That is exactly what we deliver.

Why Sonoma County families choose us

Most trust problems are not legal problems — they are execution problems: unfunded trusts, incorrect deeds, missing health directives, no tax planning, and no understanding of trustees, beneficiaries, or successor control. Those mistakes cost families tens or hundreds of thousands of dollars later. We prevent that.

What sets us apart

  • Trust-focused specialists — this is not a side service for us
  • Certified trust document professionals
  • Licensed CPAs & Enrolled Agents for tax-aware guidance
  • Education-first process so you understand every decision
  • Proper funding support, including recording the deed with the Sonoma County Recorder (for Sonoma County properties)
  • Clean, defensible files that hold up over time

We don’t rush. We don’t guess. We do it right.

Our most popular service: the Living Trust package

Our flagship service is our Revocable Living Trust package, designed for Sonoma County homeowners and families who want clarity and control.

Learn more here: Revocable Living Trust – Sonoma County

What a typical trust-based plan can include

  • Revocable Living Trust (individual or married couple)
  • Funding of your primary or marital residence (Sonoma County Recorder’s Office for Sonoma County properties)
  • Will — either a stand-alone will or a pour-over will coordinated with the trust
  • Schedule of assets identifying what pours into the trust and what stays outside (such as checking accounts or payable-on-death accounts)
  • Advance Health Directive for medical decisions and end-of-life instructions
  • Life After Plan, including:
    • Organ donation preferences (transplant only, research, education)
    • Cremation, burial, or natural composting
    • Personal instructions for loved ones

Wills, powers, and real-world planning

Estate planning is not one-size-fits-all. Some clients need only a will. Others need a trust-based plan with a pour-over will and coordinated asset instructions. We answer your questions and explain the benefits and consequences of each approach in plain language.

For an overview, see: Trusts & Wills

Advanced planning and complex trust structures

Not every family plan is simple. We also support advanced trust structures where planning must be more precise, including situations where:

  • Assets skip a generation
  • Children and grandchildren inherit at different ages or milestones
  • Beneficiaries receive staged or periodic distributions
  • Trusts continue long-term for planning and family control reasons

If you are comparing options, start here: Types of Trust(s) – For Individuals

We do not ignore taxes — we plan for them

How assets are titled, transferred, and recorded can have major tax consequences. Most trust companies ignore this. We do not.

Because our team includes licensed CPAs and Enrolled Agents, we provide tax-aware guidance during preparation and funding when appropriate, and we help clients avoid costly mistakes caused by poor recordkeeping or improper transfers.

Related services include: Estate & Trust Tax Planning – Sonoma County and Estate & Trust Tax Returns (1041 & Final Returns) – Sonoma County.

Free consultation — if you qualify

We offer a free one-hour consultation for qualified clients who are serious about doing this correctly. Submit your quote request and we will confirm eligibility, next steps, and scheduling.

Call us: (707) 343-9972
Get started: Get a Quote

Pricing & Packages

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Important: We are not a law firm and do not provide legal advice. For legal strategy or interpretation, consult a licensed attorney. Our services focus on professional document preparation support, education, and tax-aware planning guidance when appropriate.