About Our Firm

We formed this firm with the goal of providing you with exceptional service that meet your needs and goals. We are dedicated to listening to you, and forming a relationship with you that instills trust and confidence in our services. By focusing on estate planning and administration, probate litigation, probate administration, and legal services for small businesses in San Jose, CA and Bend, OR, we want to give you the peace of mind of knowing your beneficiaries will be protected and your assets will be distributed as you intended.

We try to be transparent in our approach, and we want you to feel completely comfortable contacting us with any question or concerns.  We will not take on matters unless we are completely confident we can provide you with the level of service you deserve, and for those matters we cannot accept, we have a network of professionals we trust whom we know will treat you as well as we strive to treat you.  Contact us today to allow us to explain what we can do to meet your estate planning or probate goals and needs.

Our Principles



Our firm provides experienced and knowledgeable legal services to ensure diligent representation of our clients.



We are focused on providing personalized legal advice to ensure that the solution and planning reflects the unique needs of our clients.



Our attorneys provide dedicated and flexible legal services to ensure that our clients receive support when and where they need it.

Our Practice areas

Our estate planning practice focuses on assisting clients in establishing clear and personalized estate plans that enable them to feel confident that their family, legacy and wishes will be protected.

Our estate planning services include estate planning for individuals with special needs.

We advocate for our clients whether it be disputing a testamentary instrument or enforcing one. Both David and Megan know when to be cooperative or when to be aggressive to obtain the best possible result for our clients. David and Megan believe in being practical and efficient to ensure fees and costs are reasonable.

Our law firm provides clear and tireless assistance through the oftentimes daunting legal system to help our clients navigate the probate process. We understand probate can be confusing, and whether it be administrating probate or assisting you through the process, David and Megan will be happy to work with you to ease your burden.

Legal services such as entity formation, contract preparation, contract review, business litigation, or general legal advice affect all small businesses, and proper legal guidance is essential to small business owners.

We assist the elderly plan properly plan for their future, including Medical planning and asset protection.