Protect Your Family

Create the Perfect Plan for Their Future

Take Risk Audit Now Meet With Us

We’re Focused on You

We have different options for each family.

Beneficiary Vault

Protect your beneficiaries’ inheritance from lawsuits and more.

Retirement Trusts

Protect Your IRA’s, 401k’s, 403b’s etc. for your beneficiaries.

Special Needs Trusts

Plans designed for disabled children and adults.

Having a Great Plan is Important.

If something were to happen to you, are you confident that you or your family would stay out of court?

Are you looking for a reputable attorney to guide you through creating the plan your family needs? Choosing the right team to support your family can make a big difference for their long-term success.

Find out why our clients appreciate our easy yet comprehensive approach to protecting your family’s future.

Protect You in Every Stage of Life

Satisfied Clients

Creating a Trust is something that most people overlook. Finding the right attorney sometimes can be a challange. As an attorney, Erik Hartstrom is very knowledable and equally as patient. My wife and I were able to get all of our questions answered during our sessions when the draft for the Trust was being created. Erik even provided a payment plan, without interest that made it very affordable.

Fred – Elk Grove

I attended an Estate Trust dinner class put on by Erik Hartstrom and he explained how trusts work in simple and easy to understand terms.
I followed up with him and created a new trust that I had for twenty years into a more simple format. He takes the time to fully explain how to prevent go to probate and making your assets manageable for your heirs. This process provides peace of mind.

Garrett – Sacramento

Erik Hartstrom was very thorough in explaining the meaning of and need for the various documentation provided in the trust. He always answered my questions in an understandable manner. He was polite and professional. I would definitely recommend Erik as a competent trust lawyer.

Sherry – Sacramento

Erik Hartstrom’s expertise in trusts made me feel safe that all my wishes as to what would happen to my grandchildren when I pass would be followed. I have legal guardianship and I was concerned about their physical and financial well being if I pass while they are still minors. Eric helped me put a trust together that allows me to feel safe. And you can’t ask for more than that.

Elizabeth – Roseville

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Your Plan. Your Voice.

It’s your family. We build plans that contain your wishes for a better future.

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Integrated.

We show you how to integrate your assets into your plan for peace of mind.

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Long Term Support

Our clients work with us for life, so they know that everything is in place.

Don’t Waste Your Time on Incomplete Documents

When it comes to evaluating a highly technical legal document like trusts, or wills, how do you know if you are getting a quality document? You could read it, but let’s face it – legal documents aren’t the easiest things to understand. It’s like going car shopping by looking at pictures of engines.

Designing an estate plan right is a process.

The process is like fitting clothes. We’re taking measurements, taking in style preferences, color choices. We’re making recommendations about options. We call it the “Vision Meeting”.

It is a relaxed conversation that will guide you through the decision making process.

And at the end of the process, you’ll have various documents in your plan that have been DESIGNED around your family, and your goals, so they can reach their destination.

Start that conversation by scheduling your complimentary Vision Meeting.

Schedule Vision Meeting

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