Protect What Matters Most
Comprehensive estate planning for California families. Avoid probate, protect your loved ones, and gain peace of mind with a plan tailored to your life.
Schedule a Planning SessionMeet Jim Blair
Jim Blair brings 25+ years of combined legal and business experience to estate planning, helping California families protect what they've built.
As a former business owner (Creek Monkey Tap House in Martinez) and current professor at Diablo Valley College, Jim understands families' real concerns about protecting their assets and their loved ones. His approach is personal, thorough, and focused on giving you confidence that your family is taken care of.
Jim serves on the boards of the DVC Foundation and Diamante Scholars. He's deeply invested in the East Bay community.
Read Jim's full story →
25+
Years Combined Experience
1999
CA State Bar Admitted
500+
Families Protected
Your Path to Peace of Mind
Initial Meeting
Sit down with Jim to learn what estate planning is, how the process works, and exactly what it costs. Flat-fee pricing with no surprises, so you can decide with confidence.
Design Meeting
Work together to design a plan tailored to your family, your assets, and your priorities. Every detail is shaped around your specific goals.
Custom Estate Plan
Jim drafts your personalized documents, including trusts, wills, powers of attorney, and directives, tailored to your specific situation.
Review, Sign & Fund
We review everything together, sign your documents, and guide you through funding your trust so your plan actually works.
Why Estate Planning Matters
Avoid Costly Probate
In California, probate takes 12-18 months and can cost 4-7% of your estate's value. A properly funded trust avoids probate entirely, saving your family time, money, and stress.
Protect Your Family
Choose who raises your children, how assets are distributed, and who makes decisions on your behalf. Without a plan, a judge makes these decisions for you.
Maintain Control
Designate trusted agents to handle your finances and medical decisions if you become incapacitated. Plan on your terms, not the court's.
Estate Planning Services
Revocable Living Trusts
The cornerstone of your estate plan. Avoid probate, maintain privacy, and retain full control of your assets during your lifetime.
Wills & Guardianship
Wills tailored to your situation, whether stand-alone or alongside a trust, with guardian nominations to ensure your children are cared for by people you choose.
Powers of Attorney & Directives
Designate who manages your finances and makes medical decisions if you become incapacitated. Document your healthcare wishes clearly.
Trust Funding Guidance
The step most people skip: re-titling your assets into your trust so your plan actually works when your family needs it.
East Bay Roots, Serving All of California
Based in Concord and deeply rooted in the East Bay, including Martinez, Walnut Creek, and the greater Contra Costa County community. Licensed and serving families throughout California.
Board Member
DVC Foundation
Board Member
Diamante Scholars
Founding Member
Diablo Valley Tech Initiative
Ready for Peace of Mind?
Schedule your Peace of Mind Planning Session and take the first step toward protecting your family's future.
Schedule a Planning SessionOr call us at 925-430-7105