Business Details
Trusted Estate Planning & Probate Services in California
At Newman Law Group, we believe estate planning should be clear, compassionate, and centered around the real lives of California families. Founded by attorney Nicole Y. Newman, our firm combines legal expertise with personalized service to help clients create tailored plans that protect their assets, express their values, and ensure peace of mind. With a focus on education and proactive communication, we guide clients through wills, trusts, probate, and special needs planning while maintaining transparency through flat-fee billing. Our team prioritizes long-term relationships, offering membership programs for ongoing plan updates and dedicated support to ensure clients feel informed and empowered at every stage of life. 
Services
Estate Planning
Wills & Trusts
Probate
Trust Administration
Special Needs Trusts
Asset Protection
Guardianship Planning
Tax-Efficient Transfers
Business Succession Planning
Advanced Estate Planning
Highlights and features
- We offer personalized estate plans tailored to California law and individual family needs.
- Our flat-fee billing ensures transparent, predictable costs with no surprise charges.
- We provide proactive communication and dedicated support throughout the planning process.
- Our membership programs include plan updates and annual check-ins for long-term security.
- We specialize in values-based planning that extends beyond financial assets to preserve family legacies.
What people say
Professional, warm, trustworthy
Best experience with a law office
Felt heard throughout
Clear explanations
Compassionate guidance
Services
Estate Planning
We create customized estate plans that protect assets, express client values, and ensure family security. Our approach combines legal expertise with personalized guidance to address unique family dynamics, financial situations, and long-term goals. Services include wills, trusts, guardianship nominations, and advanced directives tailored to California law.
Wills & Trusts
Our attorneys draft legally sound wills and living trusts to manage asset distribution while avoiding probate. We explain the differences between wills and trusts, help clients choose appropriate structures, and ensure documents comply with California regulations. Services include pour-over wills, revocable and irrevocable trusts, and special needs trusts.
Probate
We guide executors through California's probate process with efficiency and compassion. Our services include court filings, asset inventory, creditor notifications, and distribution guidance. We help families navigate complex legal requirements while minimizing delays and emotional stress during difficult times.
Trust Administration
Our team supports trustees in fulfilling legal obligations while protecting beneficiaries' interests. Services include asset management, tax compliance, beneficiary communication, and dispute resolution. We provide step-by-step guidance to ensure proper trust administration while minimizing personal liability for trustees.
Special Needs Planning
We create specialized plans to protect individuals with disabilities while maintaining public benefits eligibility. Our services include special needs trusts, ABLE account coordination, guardianship planning, and care directives. We help families establish long-term financial security without compromising access to essential government programs.
People
Nicole Y. Newman
Attorney & Founder
Nicole Newman founded Newman Law Group to transform estate planning through personalized service and values-based planning. With expertise in family protection and wealth preservation, she guides clients through complex legal decisions while emphasizing long-term relationships and client education.
Jilana Jordi
Associate Attorney
Jilana Jordi brings litigation experience to estate planning, focusing on making complex legal concepts accessible. She specializes in helping families create tailored plans while maintaining a compassionate approach to client care and community involvement.
Laura Ann Scott
Client Services Director
Laura Scott coordinates client services with banking industry expertise, ensuring smooth operations and approachable support. She focuses on making estate planning accessible while managing administrative processes to enhance client experience.
Sarah Boster
Paralegal
Sarah Boster provides meticulous document preparation and client support, ensuring accuracy in trust and will creation. Her organizational skills contribute to efficient case management and precise execution of estate planning documents.
Cynthia Martinez
Client Service Specialist
Cynthia Martinez supports clients through scheduling and communication, maintaining approachable service throughout the planning process. She ensures clients remain informed and confident during every stage of their estate planning journey.
Questions
What estate planning services do you offer?
We provide wills, trusts, probate, trust administration, special needs planning, and advanced estate planning strategies tailored to California law.
Do I need both a will and a trust?
Most clients benefit from having both: a trust for asset management and a pour-over will to ensure all assets are included in your plan.
How do you handle probate cases?
We guide executors through California's probate process with court filings, asset management, and compliance support to minimize delays and stress.
Can I update my estate plan after creation?
Yes, we offer membership programs with plan updates and annual check-ins to ensure your documents reflect life changes and legal updates.
What makes your firm different from other law firms?
We focus on personalized service, flat-fee billing, and long-term relationships while emphasizing education and values-based planning approaches.
How do you support special needs families?
We create special needs trusts and coordinated plans that protect eligibility for public benefits while ensuring long-term financial security for loved ones.
