Wills, Trusts & Estate Planning · Malibu, California
Heritage Malibu helps individuals and families across Malibu and the Conejo Valley put thoughtful estate plans in place — wills, trusts, and the documents that protect your wishes, your assets, and the people who depend on you.
Estate planning is rarely about documents alone. It is about your family, your values, and what you want to be true after you are gone. I take the time to understand the whole picture before drafting a word — then build a plan that does exactly what you intend, explained in plain language you can actually follow.
A focused estate planning practice, covering the documents and decisions most families need — and the more complex structures some do.
Revocable living trusts and pour-over wills that direct your assets, avoid unnecessary probate, and keep your affairs private.
Financial powers of attorney and advance health care directives, so the right people can act for you if you cannot act for yourself.
Guidance for trustees and families through administration and the California probate process, step by step.
Planning for owners who want their business to pass cleanly to the next generation or to partners, on their terms.
Structures that let you support the causes and community you care about while providing for the people you love.
A second look at an existing plan, and updates as marriages, children, moves, and assets change what your plan needs to do.
A clear path from first conversation to a plan that's signed, sound, and ready — and kept current as your life moves forward.
We start with your family, your assets, and what you want to protect. No jargon, no pressure — just an honest look at where things stand.
I map a plan to your circumstances and walk you through the options in plain terms, so the choices are yours and you understand each one.
I prepare your trust, will, and directives — written carefully to do exactly what you intend, and to hold up when they're relied on.
We execute everything properly and fund the plan, so it's not just signed — it actually works the way it's meant to.
Life changes. I help you keep your plan current as your family, your assets, and the law evolve over time.
A good estate plan is a quiet act of care — the clearest way left to look after the people who come after you.Heritage Malibu — legacy matters
I started Heritage Malibu to do estate planning the way I'd want it done for my own family — patiently, clearly, and with real attention to what matters to you.
My background spans private wealth, securities and compliance, and complex planning for families and business owners. I've spent my career working through the kind of intricate, high-stakes questions that estate planning so often raises — and I bring that same rigor to a single will or a multi-generational trust.
Just as important: I live and work here. I'm raising my family in the same community I serve, and I treat every plan as something I'll stand behind long after the documents are signed.
Start the conversation →Tell me a little about what you're hoping to accomplish, and I'll be in touch to set up an initial consultation.