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Helix Trust P.C.
Preserving Wealth For Future Generations
Helix Trust PC
Estate Planning Attorneys
San Francisco, CA 94104
  • We work directly with clients, one on one, from start to finish, as their legal advisor.
  • Our successful, long-term relationships are built upon open and candid communication; honest, ethical behavior; and mutual respect.
  • Our approach to practicing law is to plan ahead, to identify issues and concerns before they become expensive legal problems.
  • We encourage my clients to do advance planning, to consider the most likely "what if" scenarios and create effective contingency plans.
  • A team of professional advisors is necessary to protect your interests and assets. We work with our clients' advisors to see that all aspects of their plans are coordinated.

What We Do:

  • Wills
  • Health Care Proxies and Living Wills
  • Powers of Attorney
  • Trusts
  • Estate Administration and Probate
  • Planning Options for Retirement Accounts
  • Gifting Strategies To Reduce Taxes
  • Beneficiary Designations
  • General Business Law, Corporations and Limited Liability Companies
  • Business Succession Plans; Buy-Sell Agreements

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We accept clients by referral only.