Our Legal Services: Tailored Solutions for Your Family's Future

At Roots and Wings Legal, we offer a range of specialized legal services designed to provide peace of mind and secure the future of your family.

Our expertise in legacy planning law allows us to cater to the unique needs of Bay Area families, ensuring that every aspect of your legal requirements is handled with care and precision.

Kids Protection Plan

Our proprietary Kids Protection Plan is specifically designed to safeguard the well-being of your children. From nominating guardians to ensuring their financial needs are met, we provide comprehensive solutions for your peace of mind. Learn More.


We offer compassionate legal guidance on guardianship matters, ensuring that your children will always be cared for by trusted individuals who align with your values and parenting goals. Learn More.

Special Needs Planning

Tailored planning for families with special needs members. We ensure that your loved ones receive the care and support they deserve, without compromising their access to vital benefits. Learn More.

Asset Protection Planning

Our asset protection planning services are designed to protect your hard-earned assets from unforeseen liabilities and claims. We understand the importance of securing your wealth not just for your immediate family but for future generations as well. Our strategies involve careful structuring of your assets to provide the best possible defense against creditors, lawsuits, and other financial risks. Learn More.

Estate Tax Protection

Minimize the impact of estate taxes with our strategic planning. We help you navigate tax implications, preserving the value of your estate for future generations. Learn More.

Trust and Estate Administration

Our services extend to the administration of trusts and estates, ensuring that your estate is managed efficiently, responsibly, and in accordance with your wishes. Learn More.

Business Succession and Exit Planning

Our Business Succession and Exit Planning services ensure a smooth transition for your business, whether you're passing it on to the next generation or preparing for sale. We develop strategies that address valuation, tax implications, and leadership transition to maximize the value of your business and secure its future. Our personalized approach helps you achieve your goals while preserving your legacy and protecting the interests of all stakeholders.

Contact Us for a Personalized Consultation

Whether you are planning for the future, navigating a current legal issue, or seeking advice on estate management, our team is here to help. Contact Roots and Wings Legal today for a personalized consultation, and take the first step towards securing your family's legal well-being.

Who We Are

Estate Planning

Succession and Exit Planning

Kids Protection Plan


Special Needs Planning

Asset Protection Planning

Estate Tax Protection

Trust & Estate Administration

Contact Our Firm

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Welcome to Roots and Legal

At Roots and Wings Legal, we understand that estate planning is a journey, not just a destination. Our personalized services are designed to grow with your family, ensuring peace of mind at every stage of life.

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


[email protected]

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.


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