Schedule a talk with one of our advisors to learn more about Summitry and how we can help you get a foothold on your financial life. For career opportunities please visit careers at Summitry.
Protect Your Legacy, Provide for the Future
A well-crafted estate plan gives you the confidence that your wishes will be honored, your assets protected, and your loved ones supported. Whether you want to establish a trust, designate guardians for minor children, or ensure seamless transitions for your business or property, an estate plan gives you the power to shape the future.
Summitry’s financial advisors work closely with top Bay Area estate planning attorneys to ensure your estate plan delivers peace of mind for you and your loved ones.

Components of a Personalized Estate Plan
As a trusted resource in the Bay Area, we simplify the estate planning process, by working with the best local estate planning and tax law firms. Together we provide guidance on revocable living trusts, wills, health care directives, tax planning, probate administration, and more.
Trusts and Wills
Creating a revocable living trust or a will is the foundation of any estate plan. These documents ensure your assets are distributed according to your wishes, providing for minor children, heirs, and charitable organizations.
Powers of Attorney and Health Care Directives
Unexpected medical situations can disrupt any family’s peace of mind. Your estate planning professionals prepare powers of attorney and health care directives that outline your medical decisions and future medical preferences. Protect your wishes and relieve loved ones of difficult decisions in moments of crisis.
Asset Protection and Tax Planning
A well-structured estate plan should minimize tax liabilities and protect assets for future generations. Summitry offers sophisticated tax planning strategies tailored to the Bay Area’s high-net-worth individuals and business owners. We’ll help you alleviate tax burdens and safeguard your hard-earned wealth.
Trusts and Wills
Powers of Attorney and Health Care Directives
Asset Protection and Tax Planning
Summitry’s Approach: Personalized, Proactive Estate Planning
At Summitry, we take a proactive approach to estate planning because preparing for the future means more than listing assets—it’s about building flexibility and resilience into your plan. Our advisors work closely with Bay Area clients to ensure that your estate plan evolves as life changes. With expertise in tax planning, asset protection, and wealth transfer strategies, we offer the clarity and foresight needed to create a plan that aligns with your unique goals and values.

Frequently Asked Questions
What is the benefit of working with an estate planning attorney in the Bay Area?
Summitry collaborates closely with trusted estate planning attorneys and other professionals to ensure every aspect of your estate plan is handled with expertise, helping protect your assets and align with your overall financial goals. A local Bay Area estate planning attorney provides vital knowledge of California probate law, tax regulations, and property statutes.
How does Summitry assist with the probate process?
While Summitry does not manage probate or trust administration directly, we partner with experienced professionals who can guide you through these processes. Our advisors work alongside your chosen attorney to help simplify probate and ensure a smooth transfer of assets according to your wishes.
Schedule a Consultation with a Financial Advisor Today
At Summitry, we help Bay Area families protect assets, plan for the future, and achieve peace of mind. Estate planning ensures your wishes are respected and your loved ones are cared for. Schedule a consultation to create a plan aligned with your values and goals. Experience personalized financial planning with Summitry.
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Alex Katz
President

Emily Hazelroth, CFP®
Senior Financial Advisor & Advisor Manager

Anthony Piquit
Business Operations Specialist & Portfolio Administrator

Archana Turaga
Financial Planning Associate
Meet the team