Business Details
Your Trusted Estate & Business Planning Lawyers in Southern California
We are a Southern California law firm dedicated to providing comprehensive legal services in estate planning, trust administration, probate, real estate, and business matters. With a combined 47 years of legal experience, we specialize in crafting personalized solutions for individuals, families, and businesses. Our boutique firm prioritizes client privacy and direct attorney-client collaboration, ensuring tailored attention to every case. We assist clients in developing estate plans that address tax efficiency, special needs beneficiaries, and asset protection through trusts and wills.Our expertise extends to resolving complex disputes in estates, conservatorships, and guardianships while minimizing emotional strain. We guide clients through real estate transactions requiring legal precision and court approvals, and we support business formation and compliance needs. Our commitment to excellence is reflected in our meticulous document preparation, client education through blog resources, and accessible consultations to demystify legal processes.
Services
Estate Planning
Trust Administration
Probate Services
Real Estate Law
Business Formation
Guardianship Disputes
Conservatorship
Elder Law Litigation
Court Orders for Real Estate
Corporate Compliance
Highlights and features
- We have 47 years of combined legal experience in estate and business law.
- Our boutique firm provides direct attorney-client collaboration and privacy.
- We specialize in resolving complex estate and guardianship disputes.
- We offer tailored estate plans addressing special needs beneficiaries.
- We handle court-supervised real estate transactions requiring legal precision.
Services
Estate Planning
We create customized estate plans addressing wills, trusts, tax efficiency, and special needs beneficiaries. Our attorneys ensure asset protection and legal compliance while prioritizing client goals. Services include drafting health care directives, powers of attorney, and property transfer documents for seamless legacy planning.
Trust Administration
Our firm specializes in trust administration, including asset collection, post-death account establishment, and tax coordination. We guide trustees through inventory processes, distributions, and compliance requirements to ensure efficient trust management while minimizing legal complexities for beneficiaries.
Probate Services
We assist with probate court proceedings, including petition filing, asset inventory, and distribution oversight. Our team navigates complex probate requirements to validate wills, settle debts, and transfer assets according to legal standards while supporting executors through administrative challenges.
Real Estate Law
We handle real estate transactions requiring legal expertise, including contract interpretation and court-ordered property transfers. Our services ensure compliance with title insurance requirements and resolve legal ambiguities in purchases, sales, and probate-related real estate matters.
Business Formation
We establish California business entities including LLCs, corporations, and partnerships. Our services cover legal structure selection, compliance documentation, and corporate record maintenance to ensure businesses operate within regulatory frameworks while protecting owners' interests.
People
Roy A. Barry
Attorney
Roy A. Barry brings 23+ years of legal expertise in estate planning, probate, and real estate law. He focuses on personalized client solutions and complex legal document drafting.
Elizabeth McDonough Barry
Attorney
Elizabeth McDonough Barry specializes in trust administration, business law, and estate litigation. With 24 years of experience, she emphasizes client education and dispute resolution in sensitive legal matters.
Questions
What estate planning documents do I need?
Essential documents include wills, trusts, powers of attorney, and healthcare directives. We customize these to address asset distribution, tax efficiency, and special needs beneficiaries.
How can I avoid probate?
Establishing a living trust allows asset transfer outside probate court. We help structure trusts and complete property deeds to ensure seamless post-death distributions.
Do you handle business legal compliance?
Yes, we form business entities and maintain corporate records for California businesses, ensuring compliance with legal requirements for LLCs, corporations, and partnerships.
Can you assist with real estate transactions?
We review contracts, resolve legal ambiguities, and obtain court orders for real estate transactions, particularly those involving trusts or probate estates.
What experience do you have with estate disputes?
Our attorneys have 47 combined years handling contested matters including trust disputes, conservatorships, and elder law litigation through mediation and court proceedings.
