Your Family. Your Future. Protected
At Summit Law Advisors, we help families and individuals protect what matters most — their loved ones, their assets, and their legacy.
California’s Trusted Experts in Estate & Legacy Planning
At Summit Law Advisors, we believe estate planning should empower you and never overwhelm you. We provide clear and thoughtful guidance to help you create, update, or administer trusts with confidence and peace of mind.
You have spent a lifetime building your legacy, including your home, investments, business interests, and the wealth you hope to pass on. Protecting that legacy is essential, and without a well-crafted estate plan the court may decide how your assets are divided in ways that do not reflect your wishes.
No matter your age or stage of life, it is never too early to plan for the future.
Our firm will take the time to understand your goals, review your financial picture, and design a personalized estate plan that aligns with your long-term vision. Whether you are refining an existing plan or starting from the ground up, we are committed to helping you safeguard your legacy with clarity, confidence, and care.
Call us today for a free consultation.
(888) 313-9773
Practice Areas
Trusts & Estate Planning
Powers of Attorney
Real Estate & Asset Protection
Advanced Health Care Directives
Asset Protection Planning
Probate Services
Conservatorships
Trust Administration & Probate
Why Is Estate Planning So Important?
Because the people you love deserve certainty, protection, and peace.
Estate planning isn’t about documents — it’s about your family. It’s about making sure your children are cared for, your wishes are honored, and the legacy you’ve worked so hard to build stays intact for the next generation.
For parents and grandparents, a thoughtful plan is one of the greatest gifts you can give. It allows you to:
- Protect your children’s future with clear guardianship and inheritance decisions
- Reduce stress and conflict during already emotional moments
- Ensure your voice is heard if you’re ever unable to speak for yourself
- Preserve your home, savings, and investments for the people who matter most
Create a roadmap your family can depend on during life’s most difficult times
Estate planning provides comfort — the comfort of knowing your family will be supported, guided, and protected no matter what tomorrow brings.
It’s peace of mind for you. It’s security for them. And it’s a legacy that lasts for generations.
Advanced Trust & Estate Planning for High-Net-Worth Clients
Advanced Planning Tools
From Family Limited Partnerships (FLPs) and LLCs to Irrevocable Life Insurance Trusts (ILITs), Grantor Retained Annuity Trust (“GRAT”), Generation Skipping Trust (“GST”), Dynasty Trust, Charitable Remainder Trust (“CRT”). Our firm can craft custom strategies that reduce liability, maintain control, and provide tax benefits.
Trusts Designed to Protect
Irrevocable trusts such as Dynasty Trusts and Domestic Asset Protection Trusts (DAPTs) can preserve wealth and insulate assets from future creditors or claims.
Maximize Legacy
We help high-net-worth clients implement tax mitigation strategies like Grantor Retained Annuity Trusts (GRATs) and charitable trusts to reduce estate tax liability while supporting long-term goals.