Who We Serve

Client Characteristics


The people we serve usually have many of the following characteristics. Do the following points describe you?

  • They have worked hard to create their wealth

  • Their money is not to be wasted on frivolous things

  • They understand there are many powerful financial predators always after their wealth, such as taxes, lawsuits and divorcing "in-laws"

  • They want their children to be self-sufficient

  • Their estate is a hand up... not a hand out to heirs

  • They want their children to have clear ethical guidelines and values when it comes to money

  • Philanthropy is usually important to them, consistent with their feelings of stewardship, and they want to transfer this value to their heirs

  • They hold themselves accountable for being financially responsible

  • They spend less then they earn

  • They are independent and always want to remain so

  • They have concerns (sometimes even fear) about the future

  • They want to give their heirs the best opportunity possible to grow as individuals who live meaningful and purposeful lives

  • They are motivated to create a plan that offers their heirs the best opportunity to leverage whatever level of wealth they have created

  • They want their legacy to be leveraged as an investment in the betterment and success of their heirs

  • They want their legacy to empower multiple generations of descendants


Client Worries


The kind of people described above often share many of the following worries. We counsel people who:

  • Worry about their personal security, especially during a time of mental incapacity

  • Worry about their children fighting after they die

  • Want to be as fair as possible in situations where "fair" is not necessarily "equal"

  • Worry about estate taxes - they never want to have to sell the family business or farm to pay estate taxes

  • Worry that their family unity could be fractured, or permanently destroyed after they are gone

  • Worry that their heirs do not share the dream that created their wealth or that the heirs are not capable of carrying it forward

  • Worry that their heirs will be frustrated by the rigidity of their existing plan

  • Worry their success will become a burden, not a blessing for their heirs

  • Worry their wealth will compromise, or even eliminate their children's ability to be self sufficient and successful in their own right

who serve

More About Our Services

who we serve

Why is Wright & Wright a good fit for these types of clients?


The answer is pretty simple. We help clients address the People Issues in addition to the financial and technical ones. Most estate plans we see that were created by other firms do a reasonably good job of avoiding probate and minimizing taxes (though some do not). But how many of the above worries are just financial?

If you think about your true wealth, isn't there more to it than just your net worth? Few of our clients would define their wealth by looking at their balance sheet. We believe there are Personal and Social dimensions to wealth that aren't easily transmitted to heirs by sterile legal documents and cookie cutter forms. It is possible to tailor your estate plan to fit your needs for additional personal instructions and guidelines that will assist your Trustees and your heirs in handling issues that have nothing to do with your money!



The Clients We Serve Benefit From Our Experience


Wright & Wright is considered a "boutique" law firm. We are a collection of attorneys and support staff who work only in the area of estate planning and estate administration. From the very beginning in 1997, we chose to limit our practice; focusing all our energy on becoming the best trust and estate firm in the San Joaquin Valley.

This singular focus benefits our clients in many ways. We have processes in place that help us deliver even the most customized estate plans in a timely and cost effective manner. For our more basic plans, the process is similarly efficient and delivers superior value when compared to transaction-oriented law firms.

Our clients also appreciate the fact of our experience in the administrative side of estate transition. When someone dies and a probate or trust administration occurs, that is where the quality of the plan is truly revealed. We have seen the benefits good planning provides to real people in real life situations. We have also seen the problems associated with poor planning, when heirs bring us the incomplete and poorly drafted plans created by others. This experience enables us to create quality plans that permit heirs to navigate the many surprises and unexpected circumstances life (and death) throws at us.



Click Here to Sign Up For Our FREE Estate Planning Workshop for More Information