Estate Planning • Trusts • Probate
A technology-driven practice built for how you actually live — with the rigor of experienced counsel and the convenience your schedule demands.
Dhrumil Patel founded this practice on a simple conviction: estate planning should be as thoughtful and precise as the families it protects, and as modern as the world those families live in. Licensed in both California and New York, he brings a distinctive combination of legal training and deep expertise in data analytics and technology.
Before dedicating his practice to estate planning, Dhrumil spent over a decade leading enterprise-scale analytics at a Fortune 500 company — building systems that turn complexity into clarity. He brings that same discipline to every estate plan: understanding your full picture, identifying what matters most, and building a plan with no gaps.
This isn't a practice that operates on banker's hours with paper forms. Every aspect of the client experience — from intake to document signing — is built on a secure, digital-first platform that respects your time while maintaining the confidentiality your family's matters require.
Admitted to practice in California and New York — critical for families with bi-coastal assets, property, or beneficiaries.
Over 15 years of experience in complex systems analysis. Your estate plan is stress-tested and structured, not boilerplate.
Secure client portal, digital document management, e-signatures, and virtual consultations — all standard, not premium add-ons.
Evening and weekend consultations available. Because planning for your family shouldn't require taking time away from them.
Every estate plan is built from the ground up around your family's specific circumstances — assets, relationships, goals, and concerns. No one-size-fits-all documents.
Secure client portal for document exchange, virtual consultations from anywhere, e-signatures, and organized digital records you can access anytime. No paper chasing.
Evenings and weekends are standard availability, not a special accommodation. Consultations happen when they work for you — including virtually after the kids are in bed.
The cornerstone of California estate planning. Avoid probate, maintain privacy, and ensure seamless management of your assets during life and after.
Comprehensive testamentary documents coordinated with your trust to ensure no asset is left unprotected, including guardianship designations for minor children.
Durable financial powers of attorney and advance healthcare directives that ensure your wishes are honored if you're unable to speak for yourself.
Guidance for trustees and families navigating the administration of a trust after a loved one's passing — step by step, with clear timelines and obligations.
Life changes — marriages, births, divorces, relocations, new assets. We update your existing plan so it reflects your life as it is today, not as it was years ago.
Strategic structuring for business owners and professionals seeking to shield personal assets from creditors and liabilities.
A focused conversation about your family, your assets, and your goals. We listen carefully and explain your options clearly — no pressure, no jargon.
We build a customized plan based on your specific situation. You receive a clear summary of every document and exactly what it does for you.
Review your documents at your pace through our secure portal. We walk through every page together, answer every question, then execute with proper formalities.
We guide you through trust funding — retitling assets, updating beneficiary designations — so your plan actually works when it matters most.
For most California residents who own real property, a revocable living trust is strongly recommended. Without a trust, your estate will go through California probate — a court-supervised process that typically takes 12–18 months, costs 4–7% of the estate's value in fees, and is entirely public. A properly funded living trust avoids probate entirely, keeps your affairs private, and ensures seamless asset management if you become incapacitated.
A will takes effect only after death and must go through probate court. A revocable living trust takes effect immediately upon creation, avoids probate, provides for incapacity management during your lifetime, and keeps your estate distribution private. Most comprehensive California estate plans include both — a trust as the primary vehicle and a pour-over will as a safety net.
Comprehensive estate plans start at $2,500 for individuals and $3,500 for couples — including your revocable living trust, pour-over will, powers of attorney, and advance healthcare directive. Families with more complex situations (blended families, business interests, multi-state assets) receive a custom flat-fee quote during your free consultation. Every engagement is flat-fee — you'll always know the total cost before we begin.
Trust administration is the process of managing and distributing trust assets after the trust creator passes away. The successor trustee has legal obligations including notifying beneficiaries under Probate Code §16061.7, inventorying assets, paying debts and taxes, and distributing assets according to the trust terms. An attorney can guide trustees through each step to ensure compliance with California law and protect against personal liability.
Yes. All consultations are available virtually via secure video conference. We also offer evening and weekend appointments to accommodate busy schedules. Our digital-first approach means you can complete the entire estate planning process — from initial consultation to document signing — without taking time off work.
Flexible Scheduling — We understand your days are full. Evening and weekend consultations are available by appointment. Virtual meetings offered for all consultations.