Estate Planning
$3.2M
EstateContested trust resolved and assets distributed according to the client's wishes.
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Associate
Sofia Alvarez
“A good plan is one your family can actually understand when they need it.”
- Experience
- 7 years of experience
- Languages
- English & Spanish
About Sofia
Sofia helps families put clear wills, trusts and powers of attorney in place, and guides executors through probate when the time comes.
She believes estate planning should feel reassuring, not overwhelming. Sofia explains every document in plain language, in English or Spanish, so clients understand exactly what they're signing and why.
She also works with family business owners on succession plans, making sure the business can continue smoothly when ownership changes hands.
Focus Areas
- Wills and living trusts
- Powers of attorney and healthcare directives
- Probate and estate administration
- Family business succession
Notable Results
Estate Planning
9 months
EstateOut-of-state probate completed for a family without a single court hearing.
Past results do not guarantee a similar outcome. Each case depends on its own facts.
