Visitor Day

Bryant Rivera

Estate Planning Attorney

This Week I’m Looking For…

This week I’m looking for people who haven’t updated their Living Trust for several years.

Got Referral for Bryant?

(use this link if you are a BNI member)

Referral Form – This Week

Law Offices of Ann Marshall Robbeloth, PC

https://www.robbelothlaw.com/

bryant@robbelothlaw.com

(408) 371-5206

Robbeloth Law is a trusted legal firm specializing in estate planning, probate, and trust administration in California.

With a client-centered approach, the firm helps individuals and families navigate complex legal matters, ensuring their assets are protected and their wishes are honored.

Led by experienced attorney Robbeloth, the firm provides personalized guidance on wills, trusts, and estate planning strategies to secure clients’ financial futures.

Whether planning for the future or handling the probate process, Robbeloth Law offers expert legal counsel with clarity and care.

In General I’m Looking For…

A good referral for Robbeloth Law includes individuals and professionals who may need or recommend estate planning, probate, or trust administration services. Potential referrals include:

  1. Individuals and Families – People looking to create or update a will, trust, or estate plan to protect their assets and ensure their wishes are honored.
  2. Executors and Trustees – Individuals responsible for managing an estate who need legal guidance in probate or trust administration.
  3. Financial Advisors – Professionals who help clients with wealth management and retirement planning and may recommend estate planning services.
  4. Accountants and Tax Professionals – CPAs and tax advisors with clients who need estate tax planning or trust administration support.
  5. Real Estate Agents – Agents assisting clients with inherited properties or estate sales who may need probate or trust legal services.
  6. Elder Law and Senior Care Professionals – Nursing home staff, geriatric care managers, and senior living advisors who support aging clients in planning their estates.
  7. Business Owners and Entrepreneurs – Individuals seeking succession planning to ensure their business is protected for future generations.
  8. Divorce Attorneys and Family Law Practitioners – Lawyers handling divorces where estate planning adjustments are necessary.
  9. Doctors and Healthcare Professionals – Physicians who can refer patients, especially those with critical health concerns, to ensure their legal affairs are in order.

If you know someone who fits these categories, they could benefit from Robbeloth Law’s estate planning and probate services!