Estate Planning · Redwood City, CA
Estate Planning Built for Complex Lives
Comprehensive estate plans, business succession strategies, and trust counsel for Peninsula families and high net-worth clients.
Practice Areas
How can we help?
Create Your Plan
Living trusts, wills, and a complete plan to protect your family and avoid probate
Update Your Plan
Your trust needs to keep up when life changes — marriage, divorce, new assets, new family
After a Death
Guidance for families and successor trustees navigating probate or trust administration
Plan for Incapacity
Powers of attorney and healthcare directives ensure someone you trust can act for you
Protect Your Business
Succession planning, buy-sell agreements, and ownership transition for California businesses
Resolve a Dispute
Representation for beneficiaries and trustees in contested trust matters
How It Works
Simple, guided process
Complete a short intake
Tell us about your family, assets, and goals before the first meeting.
Meet with Alex Wong
A focused consultation where your plan is designed, not just discussed.
Review your documents
Plain-language walkthrough of every document before you sign anything.
Execute and implement
Signed documents and guidance on putting your plan into effect — from asset titling to beneficiary designations.
About Alex
Estate planning with a business perspective
Alex Wong holds a J.D. and MBA from Santa Clara University and practiced corporate strategy before law. His practice focuses on living trusts, business succession, and long-term planning for families across San Mateo County.
Clients come to Alex when they want their plan explained, not just drafted. Admitted to the California State Bar in 2014.
Full bioWho We Serve
Tailored to your situation
High Net-Worth Families
Custom estate structures — including disclaimer trusts, irrevocable trusts, and multi-generational planning — designed to preserve and transfer wealth.
Business Owners
Buy-sell agreements, ownership transition strategies, and succession plans that align your business interests with your personal estate plan.
Families Navigating Trust Disputes
Counsel for beneficiaries and trustees facing contested accountings, breach of fiduciary duty claims, or trustee removal proceedings.
Families Planning Ahead
Living trusts, powers of attorney, and healthcare directives for couples and individuals who want a straightforward, well-documented plan.
Common Questions
Estate planning, answered plainly
Ready to build your plan?
Schedule a consultation with Alex Wong. Complex situations welcome. Everything explained in plain language.
Book a Consultation