Hi, I’m Robert
I help my clients navigate California’s complex and confusing trust and estate laws.
Keep reading to read some real reviews from my clients.
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We loved working with Robert. I was so lost going into the process of estate planning. He walked us through everything and explained everything is terms that we understood. He is very good at breaking things down, which I really appreciate. He was patient when we had questions. I mostly appreciate that he was extremely responsive and would send us reminders (when we were not so responsible due to our busy lives). I would highly recommend him to all my friends and family.
My wife and I did our estate planning with Robert and he was excellent. Personable, explained the ins and outs, responsive, detailed. We look forward to calling him again for any of our family’s needs going forward.
I contacted Robert Theofanis regarding a will and living trust. Neither my wife nor I had any idea of what we were asking for, but it didn’t matter. Robert took the time to explain everything to us, answer all questions, was kind and compassionate in his handling of such a delicate matter, and he laid out the entire process, including timelines. He kept his word and met every timeline, was responsive to questions, and the entire process only took a couple weeks! I’m already recommending using Robert to my friends, and now to you, too!
I’ve been in the financial services industry for over 20 years, so I’ve known and worked with quite a few estate planning attorneys. Between those in my network and others through my clients, I had quite a few to choose from. Choosing Robert was a no brainer. He’s responsive, knowledgeable, and thorough – precisely what one needs when navigating the complexities of estate law. My mind’s at ease now that I’ve created my estate, and I’m very happy I chose Robert.
I offer the following trust-and-estate services.
Comprehensive Estate Plans
I offer a flat-rate comprehensive estate plan consisting of a revocable living trust, pour-over will, durable power-of-attorney, and advance healthcare directive.
Formal probate administrations are required when a person dies and his or her probate estate has a gross value of about $185,000 or more. In such a situation, Probate is required whether the person dies with or without a will. There are several exceptions to probate as well.
Revocable trust require administration upon the death of the trust settlor (aka grantor). The successor trustee must follow the required procedures to ensure a smooth and orderly administration.
I represent beneficiaries and heirs to ensure that they get the inheritance they are entitled to. Whether the estate settlement is a formal probate or a trust administration, all beneficiaries have fiduciary rights and the Probate Code established procedures that must be followed.
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