Our Services

At Roots and Wings Legal, we provide comprehensive and specialized legal services to ensure your family's future is secure. Here’s an overview of our offerings:

Estate Planning

Plan for your future with customized solutions that protect your assets and legacy.

Business Succession and Exit Planning

Ensure a smooth transition or sale of your business with strategic planning.

Guardianship+

Receive compassionate guidance on guardianship matters to ensure your children are cared for by trusted individuals.

Special Needs Planning

Tailor your plan to support loved ones with special needs without compromising vital benefits.

Asset Protection Planning

Shield your assets from unforeseen liabilities with careful structuring.

Estate Tax Protection

Minimize estate tax impacts and preserve your wealth for future generations.

Trust and Estate Administration

Efficiently manage your estate in accordance with your wishes.

Contact Us for a Personalized Consultation

Whether planning for the future or seeking advice on estate management, our team is here to help. Contact Roots and Wings Legal for a personalized consultation.

Roots and Wings Legal

Guidance You Need To Protect

Them and Your Assets

Contact Us Today

Roots and Wings Legal is committed to answering your questions about 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

925.289.8990

[email protected]

Careers

No information you obtain from this website or its content is legal advice, nor is it intended to be. You should consult an attorney for individualized advice regarding your own situation. No attorney-client relationship is intended or formed by your viewing this website or downloading and using the content, forms, tips or information kits found on this website. No attorney-client relationship is intended or formed without a fully-executed, written agreement to enter into such a relationship. Client testimonials or endorsements do not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.