Business Details
Customized Estate Planning Services for Your Family
Our firm provides comprehensive estate planning services tailored to individual needs, helping families avoid probate court and conservatorship challenges. With over three decades of legal expertise, we focus on creating personalized solutions that reflect each client's unique circumstances and wishes. Our approach emphasizes collaboration with existing financial and healthcare professionals while offering guidance on trustee services and family wealth management. Led by a seasoned attorney with deep community ties, we combine legal acumen with compassionate counsel to protect what matters most to our clients. 
Services
Estate Planning
Living Trusts
Conservatorships
Senior Housing Options
Highlights and features
- We offer 30+ years of legal expertise since 1989
- Active community leadership in local organizations
- Personalized estate plans tailored to unique needs
- Collaborative approach with financial and healthcare professionals
- Proven track record in complex estate matters
What people say
Attention to detail
Calm reassuring manner
Knowledgeable legal expertise
Personalized solutions
Professionalism
Services
Estate Planning
We develop comprehensive estate plans to protect assets and ensure wishes are honored. Our approach combines legal expertise with personalized strategies to avoid probate. Clients receive tailored guidance through complex legal requirements, ensuring peace of mind for future generations.
Conservatorships
Specialized guidance for establishing and managing conservatorships. We help families navigate adult guardianship requirements while protecting loved ones' interests. Our services include explaining legal options and implementing protective measures for vulnerable individuals.
Senior Housing Options
Expert navigation of senior living and healthcare alternatives. We evaluate available options while considering legal protections. Our guidance ensures informed decisions about residential care while maintaining clients' legal rights and dignity.
People
Brooke Halsey
Founding Attorney
California-licensed attorney since 1989 with 15-year prosecutorial background. Founded Tiburon Salmon Institute in 2006 and serves on multiple community boards including Landmarks Society and Fish & Wildlife commissions.
Karen Stagg-Hourigan
Paralegal
Marin County legal professional with extensive probate experience as Deputy Public Administrator. Provides specialized support in estate planning and fiduciary matters through 20+ years of local legal practice.
Caroline O'Keefe
Legal Assistant
Criminal Justice graduate with 20+ years in Marin County legal systems. Former District Attorney office professional now supporting estate planning practice with specialized legal administrative expertise.
Linda Hevern
Office Manager
Certified Notary with dual expertise in legal administration and early childhood education. Manages office operations while maintaining part-time preschool teaching engagement in Belvedere community.
Beverly Lambert
Marketing Manager
Technology marketing executive with IBM and software startup experience. Currently provides strategic marketing guidance to Tiburon-Belvedere businesses while supporting legal practice operations.
Questions
What estate planning documents should I have?
We recommend wills, trusts, power of attorney, and healthcare directives tailored to individual circumstances.
How do living trusts avoid probate?
Properly funded trusts transfer assets directly to beneficiaries without court involvement, maintaining privacy and efficiency.
What's involved in establishing a conservatorship?
We guide families through court requirements, documentation, and implementation of protective arrangements for vulnerable adults.
How are senior housing decisions made legally?
We explain decision-making frameworks while protecting legal rights and financial security in residential transitions.
Can I update existing estate plans?
Yes, we review and revise existing documents to ensure they reflect current circumstances and legal standards.
What happens without proper estate planning?
Family may face probate court battles, unwanted guardianships, and distribution of assets against your wishes.
