Trusts, Wills, Probate &
Cross-Border Inheritance

Integrated services for U.S. asset planning, California probate, trust administration, and US–Taiwan inheritance matters.

Trusts & Estate Planning

  • Revocable living trusts
  • Wills
  • Estate planning for U.S. assets
  • Family wealth transfer planning
  • Powers of attorney and health care directives

Probate Administration

  • California probate proceedings
  • Taiwan heirs inheriting U.S. assets
  • U.S. real estate inheritance and sale
  • U.S. bank and brokerage account transfers
  • Petitions and court filings
  • Cross-border signatures, notarization, and documentation

Trust Administration

  • Trustee counsel and fiduciary guidance
  • Beneficiary rights and distributions
  • Trust asset identification and transfer
  • Trust settlement and administration

US-Taiwan Inheritance

  • Taiwan heirs receiving U.S. assets
  • U.S. real estate, bank, and brokerage transfers
  • Cross-border estate documentation
  • Coordination with Taiwan professionals

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Let’s start with a conversation.

We’ll take the time to understand your situation and work with you to develop a plan tailored to your needs.

Schedule a Consultation →