As a California Certified Specialist in Estate Planning, Trust and Probate Law,

Preston Marx ensures all the pieces fit perfectly to continue your legacy.

Estate planning and trust administration can seem complicated and difficult to understand.  However, if you think of it like an elaborate puzzle—a mosaic of legal intricacies—it’s not so daunting. Each piece represents an asset, a beneficiary, or a critical legal requirement. And who’s the puzzle master? None other than Preston Marx, an experienced estate planning and trust administration specialist.

Think of these as the primary pieces of this interesting puzzle:

Preston Marx


This is like the puzzle board. It holds your assets, such as cash, investments, real estate, and personal property, to be administered or inherited by your spouse, daughter, grandson, favorite charity, church, library or anybody else, family or not.

Trust Administration

It can be complicated and confusing when someone you love passes. It takes a puzzle professional to administer the trust well. The pro manages the trust and ensures that the pieces fit together seamlessly so your legacy is secure and you can rest easy.


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Sometimes there's friction between parties and that’s where mediation comes in—a skilled mediator acts as the puzzle master, gathering everyone around the table for open dialogue and creative problem-solving. The ultimate goal? A win-win arrangement that leaves everyone smiling, all without the courtroom drama.

Your Legal Guide

We stay up-to-date with laws and regulations to navigate you through legal requirements, and reporting obligations. We use strategies to minimize tax liabilities and safeguard trust assets to preserving wealth for beneficiaries. It’s like finding the perfect spot for those elusive puzzle pieces.

So, whether you’re safeguarding your legacy or navigating trust waters, as an experienced estate planning and trust administration specialist Preston Marx has got your back. He’ll help you put the pieces together and ensure that your assets are distributed according to your wishes. Reach out to Preston for help.

I am tremendously proud of the impact that I have made in helping my clients by providing quality estate planning and trust administration services. I have successfully represented and advised hundreds of clients over the last 25+ years. I am confident that my unique experiences will be an asset to you and your family.

Preston Marx, Attorney at Law
Preston Marx Principal Attorney