ABOUT US
The Law Office of lorie leigh robertson is a boutique law firm specializing in Trust based estate planning. We have helped thousands of families plan their estates since 1992. We have streamlined the process to make good planning available, affordable and approachable. We are bound by our commitment to excellence and to our ongoing relationship with our clients. Law practiced in a new way; in a better way.
INTEGRITY
100%
RELATIONSHIP
100%
TRUST
100%
SERVICES
TRUST BASED ESTATE PLANNING
We help families set up revocable trusts as the foundation of their estate plan. Ensuring the process is understood and the family has the tools necessary to make the plan a success.
TRUST MANAGEMENT
We offer ongoing Trust management for large complex Trusts aimed at serving families in a way that enriches, empowers and safeguards beneficiaries’ security and forward progress.
TRUST ADMINISTRATION
We assist families in understanding the complex rules involved when a Trust is being distributed to beneficiaries; to ensure the process is efficient and timely.
Contact US
Attorney at Law
Lorie Leigh Robertson
3017 Porter Street
Soquel, CA 95073
email: llrlaw@sbcglobal.net
phone: 831-462-4067