Lorie L Robertson Law Office

Lorie L Robertson Law Office is a boutique law firm specializing in trust-based estate planning. Since 1992, we have helped thousands of families plan their estates, streamlining the process to make good planning available, affordable, and approachable. We are committed to excellence and to our ongoing relationship with our clients, practicing law in a new and better way.

Our Services Include:

• 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, ensuring the process is efficient and timely.

Our office is located at 3017 Porter Street, Soquel, CA 95073. For more information or to schedule a consultation, please visit our website at www.planyourestate.com or contact us at (831) 462-4067.