Local roots. Northern California reach.
Areas We Serve
Personal estate planning counsel from our Truckee office, serving families throughout Northern California.
Guidance that travels with your life.
The firm’s service area extends through the Lake Tahoe region, Northern Sierras, Sacramento and the Central Valley, and the San Francisco Bay Area. Start with your location, your property and the questions you want to resolve.
Homewood
Sierraville
One office. Four regions.
Lake Tahoe
Truckee, Tahoe City, Homewood and Kings Beach.
Northern Sierras
Sierraville and surrounding Sierra communities.
Sacramento & Central Valley
California estate planning beyond the Tahoe basin.
San Francisco Bay Area
Planning support for families and assets in the Bay Area.
Where we meet
Rooted in Truckee.
10270 Donner Pass Road
Truckee, CA 96161
Monday–Friday, 9 AM–6 PM. Ask about meeting arrangements if travel is difficult.
Arrange a conversationFrequently asked questions
Questions, answered.
- Where is the firm’s office?
- The office is at 10270 Donner Pass Road, Truckee, CA 96161. Contact the firm to arrange a meeting before visiting.
- Do you work with clients outside Truckee?
- Yes. The firm serves clients across Northern California, including the Tahoe region, Northern Sierras, Central Valley and Bay Area.
- Do location pages mean you have an office in every city?
- The location pages describe communities served. The listed office address is in Truckee; confirm meeting arrangements directly with the firm.
- What if my family or property is in more than one state?
- Mention each relevant state during intake. The firm can discuss the California issues and whether coordination with counsel elsewhere is needed.
- How can I find the right service for my community?
- Choose your community below, then the planning or administration topic that matches your situation. If you are unsure, begin with a consultation.