Roots and Wings Legal

Estate Planning

Business Succession

Asset Protection

Guardianship+ Planning

As a parent, your primary concern is the safety and well-being of your children. But have you considered who would take care of them if something unexpected happens to you? Our comprehensive children goes beyond basic guardianship, ensuring that your minor children are protected and cared for by trusted guardians according to your wishes.


Priceless Conversations elevate legacy and estate planning to a more personal level. We create opportunities for you to pass down more than assets – your values, wisdom, and life lessons. This holistic approach to legacy planning is key to nurturing successful, well-rounded individuals for generations to come.

Estate Plan Check-Ins

Recognizing the ever-changing nature of life, we help you ensure your estate plan remains effective and relevant. Our automated complementary check-ins is a cornerstone of this approach, adapting your plan to life’s milestones. It’s about active engagement with your family’s future, not just a one-time arrangement.

For clients who would like more comprehensive services, we offer various levels of maintenance care program to help you keep your legacy relevant and up to date.

Roots and Wings Legal

Guidance You Need To Protect

Them and Your Assets

Why Do You Need Legacy Planning?

Don't Leave a Mess.

Protect Who Matters.

Minimize Taxes and Maximize Inheritance.

Preserve Your Legacy.

Avoid Probate and Legal Hassles

Plan For Incapacity.

Peace of Mind

Adapt to Life Changes.

Contact Roots and Wings Legal

Protect Your Loved Ones and Your Assets Today!

Contact Us Today

Roots and Wings Legal, P.C. is committed to answering your questions about legacy and estate planning issues in California. We offer consultations and we'll gladly discuss your case with you at your convenience. Contact us today to schedule an appointment.

Office Location

Roots and Wings Legal, P.C.

1990 N California Blvd, Suite 800

Walnut Creek, CA 94596


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