Josh Yager, Esq.

Josh Yager, Esq. California Trust and Estate Attorney

04/13/2026

Estate Settlement - The Account

04/13/2026

Estate Audit #3 - Treasure Map

03/07/2026

Terms to review & refresh in mom's old trust document

03/07/2026

Do I need a Trust or a Will?

03/07/2026

EstateAudit Chapter 5 - The Estate Vault

03/07/2026

EstateAudit Chapter 4 - The Work Plan

03/07/2026

EstateAudit Chapter 2 - The Balance Sheet

Estate Audit Checklist
01/18/2026

Estate Audit Checklist

We help trustees save time, reduce risk, and fulfill their fiduciary duties. What makes us unique is that trustee governance support is all we do.

Trust Review Checklist
01/18/2026

Trust Review Checklist

01/18/2026

Estate Audit: What you hope is done before Mom dies.

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5290 Overpass Road
Santa Barbara, CA
93111

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