Top Estate Lawyers in Santa Cruz | 12 available

We help small business owners and families protect their assets. Whether it is a will, a trust, an LLC, an S-Corp or a real estate transaction we want you to know that the paperwork is in place so you can focus on what you do best. Our clients are entrepreneurs, artists, athletes, innovators, loving parents, grandparents, and everything in between-- but the one thing they all have in common is that they've worked hard to build their nest egg and they want to protect it.

Steven D. Penrose is a Certified Specialist in Estate Planning, Trust & Probate Law, focusing his practice primarily in estate planning,  probate and trust administration, business succession planning, and estate and trust litigation.  Mr. Penrose has extensive experience assisting clients with the initiation and review of estate plans, including simple wills, revocable and irrevocable trusts, and complex estate tax planning. Mr. Penrose also routinely handles the probate of estates as well as the non-probate post-mortem administration of living trusts.  In the business succession planning arena, he has successfully assisted generations of families in planning for the successful transition of their closely held businesses and assets from older to younger generations. He has the knowledge and experience needed to provide business succession planning assistance to businesses and families in a range of industries.

Jeffrey Killeen is the founder and principal attorney of this family-oriented law practice.  He has lived and practiced in the Bay Area since 1980, consulting for nearly a decade to top accounting firms & corporations before shifting his primary focus to helping families preserve their hard-earned wealth.  Jeffrey began his legal career in Japan working internationally with Japanese corporations, universities, and a top American law firm on International Technology Transfer Licensing.  Jeffrey is a graduate of theUniversity of Michigan Law School.

Harriet Brown has been practicing law since 1972. She has been
zealously serving her clients in Santa Cruz County and throughout the
greater Central Coast area since 1995 as an estate planning attorney.
With a rich and varied background in civil litigation and business law,
she specializes in crafting estate plans that address both complex
legal issues and sensitive family dynamics.

Founder of Heit Law Group, P.C., Brian began the firm to ensure his clients’ matters were resolved with their interest in mind and the freedom to do everything possible to help his clients succeed. Brian’s diverse background in public and private enterprise, criminal justice, non-profit, and government allows him to address a wide range of client matters. After working in other firms, Brian Heit founded Williams Heit Law Group, P.C. to provide effective representation to clients and personalized service. Brian values his clients’ and takes an innovative approach to litigating omplex matters in a cost-effective and efficient manner. All too often, legal matters can draw out for years. Brian consistently tackles this problem head-on strategically to obtain fair and reasonable resolutions. Moreover, Brian’s experience in transactional work and litigation affords him insight while performing the other skill, whether drafting agreements and other legal documents or taking a case to trial. Brian's ultimate goal is to ensure as much legal protection as possible and support his clients' long-term success.