Business Details
50+ Years
experience
Trusted Estate Planning Services in California
The Poyner & Poyner has dedicated over five decades to providing exceptional estate planning services across California. Established in 1969 by Roger W. Poyner, our firm pioneered the use of living trusts as a superior method for wealth transfer, setting industry standards that continue today. We pride ourselves on building lasting client relationships, tailoring estate plans to meet individual needs while maintaining a reputation for excellence in trust, estate, and probate law. Our team includes certified specialists like Jessica J. Poyner, recognized by the California State Bar for her expertise. With offices in Monterey and Los Gatos, we serve diverse clients ranging from corporate executives to young families.Our commitment to client service remains unwavering, combining decades of experience with personalized attention. We specialize in complex estate planning instruments, including generation-skipping trusts and probate avoidance strategies. Our administrative team brings over 60 combined years of experience managing trust administration and probate proceedings. We actively participate in community organizations and legal education initiatives, maintaining membership in prestigious legal associations. Through evolving legal landscapes, we continue delivering trusted counsel to generations of California families.
Services
Estate Planning
Trust Administration
Probate Services
Wills & Trusts
Asset Protection
Details
- Year established: 1969
Highlights and features
- 50+ years pioneering estate planning expertise
- Certified specialists in trust and probate law
- Personalized plans tailored to individual needs
- Multi-generational client relationships
- Experienced team with 60+ combined years
Associations and certifications
- State Bar of California Board of Legal Specialization
Services
Estate Planning
We create customized estate plans addressing probate avoidance, tax minimization, and asset protection. Our services include living trusts, wills, and advanced healthcare directives. With over 50 years of experience, we specialize in complex estate structures for California residents.
Trust Administration
Our firm guides trustees through trust administration processes following death. We handle tax filings, asset distribution, and court compliance. Our team ensures proper execution of trust terms while maintaining California property tax benefits and federal tax compliance.
Probate Services
We represent clients in probate court proceedings for estates with or without wills. Our services include asset inventory, debt settlement, tax filings, and final distribution. We help beneficiaries understand their rights and navigate California's probate code requirements.
People
Jessica J. Poyner
Attorney & Owner
Certified estate planning specialist with 25+ years experience. Graduated top 10% of McGeorge School of Law class. Recognized authority on California trust law and multi-generational estate planning.
Cay Alexander
Senior Legal Assistant
20+ years experience in probate and trust administration. Specializes in post-death trust management and tax compliance. Active community volunteer with church and family organizations.
Kerel Alexander
Senior Administrative Assistant
15+ years supporting estate planning operations. Manages office logistics and client communications. Known for culinary contributions to office events and long-term institutional knowledge.
Camicha Alexander
Administrative Billing Clerk
Bilingual communications specialist with estate planning billing expertise. Former professional dancer with focus on client relationship management and financial documentation accuracy.
Questions
What estate planning services do you offer?
We provide comprehensive estate planning including living trusts, wills, durable powers of attorney, and advanced healthcare directives tailored to California law.
Do you handle trust administration after death?
Yes, we guide trustees through post-death trust administration, including tax filings, asset distribution, and court compliance requirements.
Are your attorneys certified specialists?
Jessica J. Poyner is a State Bar of California-certified specialist in Trust, Estate, and Probate Law with 25+ years of experience.
Can you help with probate proceedings?
We represent clients in California probate court matters, including will validation, asset distribution, and heir rights protection.
