Business Details
Trust & Estate Legal Solutions in Santa Rosa, CA
Brockway Law is a boutique trust and estate law firm founded on the principle of client-centered advocacy. With deep roots in Santa Rosa and a focus on trust and estate litigation, administration, and estate planning, we prioritize compassion, transparency, and tailored legal solutions. Our practice is built on decades of combined experience in Trust and Estate Law, with Giuliana V. Brockway leading as principal attorney. A cum laude graduate of Empire College School of Law and recognized as a Super Lawyers Rising Star, we blend litigation expertise with proactive planning to protect client assets and resolve disputes.Active in the Sonoma County community, we serve clients throughout California, emphasizing candid communication and strong advocacy rooted in local family dynamics. Our commitment to excellence spans both transactional and probate court matters, ensuring comprehensive support for trustees, beneficiaries, and executors alike.
Services
Estate Planning
Trust Litigation
Probate Administration
Trust Administration
Will Drafting
Health Care Directives
Powers of Attorney
Estate Tax Planning
Asset Protection
Fiduciary Services
Highlights and features
- We offer over 15 years of specialized trust and estate law experience.
- Our firm provides tailored estate planning to avoid probate litigation.
- We prioritize compassionate advocacy driven by local Sonoma County knowledge.
- We are recognized as Super Lawyers Rising Star attorneys in estate matters.
- Our services span both transactional and litigation aspects of trust law.
What people say
FANTASTIC
Thorough
Very helpful
Professional and knowledgeable
Compassionate and caring
Services
Estate Planning
Brockway Law crafts personalized estate plans including revocable trusts, wills, and advance directives. We protect assets through real estate trust funding, ensuring legal documents align with client wishes. Our services guide families through incapacity and inheritance planning to avoid probate court disputes.
Trust Litigation
We represent trustees, beneficiaries, and executors in trust and estate litigation. Our approach balances legal rigor with family dynamics, resolving disputes over undue influence, asset misappropriation, and trust validity while minimizing emotional tolls and court costs.
Probate Administration
Our probate services ensure proper estate distribution according to wills or state law. We assist executors with court filings, asset inventory, debt settlement, and beneficiary communication. We advocate for heirs contesting unfair disinheritance and navigate complex probate court requirements.
Trust Administration
We guide trustees through post-death trust duties including asset inventory, tax compliance, and beneficiary distributions. Our support prevents litigation through transparent accounting and adherence to fiduciary duties under California Probate Code for both family and institutional trustees.
Will Drafting
We create legally sound wills and trust documents that address family needs, tax implications, and special circumstances. Our process includes durable powers of attorney and health directives, ensuring comprehensive future planning with clear instructions for asset distribution.
People
Giuliana V. Brockway
Trust and Estate Attorney
Giuliana V. Brockway is the principal attorney at Brockway Law, specializing in estate planning and trust litigation. A Sonoma County native and Super Lawyers Rising Star, she combines community roots with national practice experience. Her client-centered approach focuses on compassionate advocacy and resolving complex estate matters.
Questions
What estate planning documents do I need?
Essential documents include revocable living trusts, wills, durable powers of attorney, and health care directives. We tailor these to protect assets and clarify inheritance wishes while minimizing probate requirements.
How does trust litigation work?
Trust litigation resolves disputes over validity, administration, or asset distribution. We represent trustees and beneficiaries, addressing undue influence claims or mismanagement through negotiation or court proceedings to uphold legal rights.
What happens during probate administration?
Probate involves validating wills, inventorying assets, paying debts, and distributing estates under court supervision. We guide executors through California Probate Code requirements and contested matter resolutions to fulfill decedents' wishes.
How do I start estate planning?
Contact us for a free consultation to discuss goals, family dynamics, and asset protection strategies. We'll create customized documents ensuring your wishes guide future medical decisions and property distribution through trusts or wills.
Can beneficiaries contest a trust?
Yes, beneficiaries may challenge trust terms for lack of capacity or undue influence. We advocate for beneficiaries' rights to proper accounting and distributions while defending trustees against unfounded claims during trust administration.
