Estate Planning, Trust Administration & Probate

Quick Reference

  • Living Trusts
  • Trust Administration
  • Wills
  • Codicils
  • Advanced Health Care Directives
  • Powers of Attorney
  • Durable Powers of Attorney
  • Probate
  • Creditors Claims
  • Conservatorships
  • Irrevocable Trusts
  • Federal Estate Tax Returns
  • Generation-Skipping Transfers
  • Charitable Gifts & Planned Giving
  • Business Succession Planning

Legal Services

This area of the practice is headed by Deborah G. Corlett, a Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. The Northern California law firm provides advice and counsel to clients on every aspect of estate planning, probate and trust administration. We prepare living trusts, wills, advanced health care directives, durable powers of attorney and the like. O’Brien, Watters & Davis law firm provides trust administration services as well. The firm also handles matters in probate court including probate litigation as well as trust litigation. Daniel E. Davis also regularly works in these practice areas. Mr. Davis is also a California admitted CPA and Certified Specialist in Taxation Law by the State Bar of California Board of Legal Specialization.