About Us
Unlike many other firms, it is not our goal to make your situation/circumstances fit pre-made plans. We recognize that your legacy is important and therefore do not try understand your situation after just one meeting.
We spend the time and care to make sure the plan we create for you fits your needs and wishes. The quality of service and the relationship with the client is what we strive to set us apart from our competitors.
We are members of Wealth Counsel which is a national organization of estate planning attorneys.
My Story
Karlo C. Nebres, esq.
Growing up my parents worked hard to make sure I had everything I needed to be successful. My success was more important to theirs. When I was 28 years old my mom had a stroke. My parents were divorced so my mom was alone during this ordeal. I knew nothing about her financial situation. I did not know what bills to pay, where to pay it from, or even what accounts she had. During this time she was taking care of my older brother who was bed ridden with psoriatic arthritis.
Although I was independent and had my own family, I had no clue what to do. Fortunately upon consulting a lawyer we were able to piece everything together. She could have lost everything.
My goal is to give people the peace of mind that their family is taken care of upon death and disability. I help my clients identify what and whom is important to them.
People have worked their whole lives for their family. We solve the puzzle now so that your loved ones are not struggling to put the pieces together later.
Karlo was admitted to the state bar of California in 2002. He received his Bachelor's degree at the University of the Pacific. He obtained his juris doctorate from Southwestern University.
At Southwestern, Karlo was a member of the Moot Court Honor Team and reached the finals of the Ruby Vale Corporate Competition, which was argued before the Delaware Supreme Court. Mr. Nebres has contributed to several major publications, including “The AMA Guides Made Easy!”
Karlo strives to meet and exceed his clients’ needs by: structuring estate plans to accomplish their personal goals and objectives, advising on eligibility and availability of government benefits related to long term care and home care needs and assisting clients and families with understanding and navigating the complex issues of aging and illness.
Whether by phone, text or e-mail, Karlo always makes himself available to his clients. No communication goes unanswered after 24 hours. Every client has access to Karlo’s cell phone.
When not at work, Karlo is spending time with his wife, Olivia, and children: Maya, Serendipity and Elijah.
Olivia R. Nebres
Olivia is the Client Services Coordinator. She works closely with clients and aims to let each client know just how important they are. She has over thirteen years of knowledge and experience working closely with various financial institutions and title companies, which is valuable when assisting in the funding of trusts.
Olivia received her Bachelor's degree from the University of the Pacific and received and maintains her Multiple Subject Teaching Credential. She is a licensed real estate agent and a certified Notary.
In her spare time, Olivia enjoys spending time with her family and volunteeering for various organizations such as the Girl Scouts and the Contra Costa Senior Legal Services.
