Trust, Estate, Probate & Family Law — Sacramento, Placer & Yolo Counties
Guiding families through inheritance, incapacity, and family transition
Settling a loved one's estate, administering a trust, planning for your own family, caring for a parent who can no longer manage alone – most of this work is not a fight. It is a process, and it goes more smoothly with someone beside you who has walked many families through it before.
Some matters do become disputes, and when a trustee breaches their duty or a family cannot agree, we represent clients in court as well. But the heart of our practice is guidance: helping executors, trustees, and families move through probate and trust administration correctly the first time, and keeping problems from taking root at all.
Carlson & Gevelinger represents individuals and families across Sacramento, Placer, and Yolo counties in probate and trust administration, estate planning, conservatorships, trust and estate litigation, and family law – including the matters that sit at the intersection of those fields.
How We Can Help
When a loved one has died – moving an estate through probate, or administering a trust the way the law and the document require
When you're serving as executor or trustee and want to get it right – meeting your obligations, accounting properly, and protecting yourself from personal liability
When you want a plan in place – a trust, a will, powers of attorney that reflect your family as it actually is
When an aging parent can no longer manage their finances or care, and the family needs a conservatorship
When a trustee has breached their duty – self-dealing, unauthorized distributions, refusal to account, or termination of a trust without authority
When a marriage ends later in life, and retirement accounts, a home, and an existing estate plan all have to be untangled at once