Areas We Serve Throughout California
Our primary office is located in Murrieta, California. We regularly work with clients across the state through in-person meetings, travel when appropriate, and secure Zoom consultations.
While our office is based in Murrieta, we serve families throughout California. Depending on your location and needs, meetings may take place at our office, at a mutually convenient location, or virtually via Zoom.
- In-person meetings in Murrieta
- Travel for certain regions when appropriate
- Secure Zoom consultations statewide
Inland Empire
Our Murrieta office serves families throughout the Inland Empire, including Temecula, Murrieta, Menifee, and surrounding communities. We work closely with clients to create clear, practical estate plans tailored to their family’s needs and goals.
Palm Springs & Coachella Valley
We assist individuals and families across the Coachella Valley, including Palm Springs, Palm Desert, and Cathedral City. Meetings may take place at our Murrieta office, through secure Zoom consultations, or in person when appropriate.
Mammoth Lakes & Eastern Sierra
We proudly work with families in Mammoth Lakes, Bishop, and the Eastern Sierra region. Whether planning remotely or coordinating in person when possible, we provide thoughtful estate planning guidance designed to fit your circumstances.
If you’re unsure which service area applies to you, we’re happy to help.