Estate Planning · Trust Administration · Probate
Trusts & Estates Counsel for Retirees, Business Owners, Professionals & Fiduciaries
Experienced counsel for estate planning, trust administration, and probate court proceedings in Palm Desert and the Coachella Valley.
“Sound Decisions for Uncertain Conditions”®
Palm Desert, California — serving the Coachella Valley
Trusts & Estates Counsel
Estate Planning, Trust Administration, and Probate Counsel.
For retirees, business owners, professionals, and fiduciaries. Serving the Coachella Valley since 2005. The firm emphasizes careful, practical analysis, and thorough, efficient implementation.
Estate Planning
New and updated plans tailored to your personal situation, assets, fiduciary choices, and intended beneficiaries and legacy.
Trust Administration
Counsel for trustees and beneficiaries concerning fiduciary duties, notices, accountings, taxes, and distributions.
Probate Court Proceedings
Counsel and representation for probate court proceedings involving decedent’s estates, trusts, and conservatorships.
Attorney Bio
Founder Jeremy J. Ofseyer is a board-certified specialist, with decades of trusts and estates experience. Drawing on advanced training and teaching in ethics and philosophy, he emphasizes careful analysis of estate plan design, fiduciary duties, and the values and practical consequences informing trust and estate decisions.
Trust Administration
Counsel for Trust Administration
Administration after death or incapacity can involve significant fiduciary duties.
The firm advises trustees, including professional and corporate fiduciaries, as well as beneficiaries, on required notices, accountings, distributions, and related administration duties.
Probate Court Proceedings
Counsel and Representation for Probate Court Proceedings
First determine which if any probate procedure is appropriate.
Only about 15% of decedent estates in California involve any probate court proceedings at all, and even fewer involve the full decedent estate administration process – often referred to as “probate”. We first look for the most efficient, appropriate steps.
An Update May Be Appropriate When…
- Your existing plan has not been updated after significant legal, financial, or personal changes.
- Your relationships, fiduciary choices, or intended beneficiaries have changed.
- You moved to California or acquired property here.
- You are named as trustee or other fiduciary for someone who died or lost capacity.
- You own a business or have blended family, tax, troubled beneficiary, or asset-protection concerns.
- An estate seems to need probate court proceedings.
- You need to plan for incapacity or review your fiduciary authority plans.
How to Become a Client
The office explains our intake process and guides new clients through each step.
Contact the Office
Call the office or request a callback or appointment through the contact form. Staff will help with next steps.
Complete Our Intake Steps
Before consultation confirmation, the office answers your general questions about how we work, does a quick, routine conflicts check, and helps with scheduling, payment, and any needed forms. (Please do not send private details before confirmation.)
Your Attorney Consultation
Meet with attorney to discuss your specific situation, needs, and questions, as well as any further work you may want, including fee arrangements, options, strategy, and next steps.
Client reviews
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Start the Process
Contact us to request a consultation for your estate planning, trust administration, or probate court matter.
Consultations available at our Palm Desert office and by video conference.