Estate Planning

Wills, power of attorney, health care directives and trust documents can all be part of a person or couple’s estate plan, and we find that these documents are often neglected.

Mosher & Ellis helps orient clients to estate planning concerns and will either work with a client’s existing attorney or refer clients to established professionals when that resource is absent. In the event of death, Mosher & Ellis can assist our clients with efficiently and effectively transferring assets as directed.

Financial Planning and Investment Management for Professionals
"Creating Prosperity by Design"

Contact Us

Mosher & Ellis
3658 Mt. Diablo Blvd
Suite 210
Lafayette, CA 94549
Phone: (925) 284-9470
Fax: (925) 284-9492