Protect what you've built.
Preserve what matters most.
Estate planning, trust counsel, and incapacity planning for families with real assets, complex structures, and multi-generational goals.
Firm Recognition
Fiduciary-first counsel
We serve families — not products, not templates. Every recommendation is measured against what is right for your specific situation.
Coordinated with your advisors
We work alongside your CPA, financial planner, and insurance advisor so the legal and financial structures reinforce each other.
Generational perspective
Many of our clients are the second generation of a Harborview family. We plan for what you intend, not just what exists today.
Absolute confidentiality
Sensitive family information stays in a private planning file. The portal enforces role-based access — you control who sees what.
Managing Partner
Catherine Voss, JD
LL.M. Taxation · UCLA School of Law
Managing Partner
Catherine Voss
JD, LL.M. (Taxation) · State Bar of California #199847
Catherine founded Harborview in 1999 after a decade practicing tax and estate law at a Big Four firm and two of San Francisco's most respected boutique practices. She has advised families ranging from first-generation business builders to multi-generational family offices on the full spectrum of estate, trust, and succession matters.
She is a Fellow of the American College of Trust and Estate Counsel — a distinction held by fewer than 2,900 attorneys nationwide — and has been recognized by Super Lawyers in the Estate & Trust category every year since 2019. Her practice is intentionally small: no more than 60 active client families at any time.
“Complex families need someone who will sit with the whole picture before recommending anything. The intake is where the real planning begins.”
A thoughtful plan.
A lasting legacy.
We help families, founders, and trustees create estate plans that protect wealth, minimize family friction, and hold up under the scrutiny that complex assets and relationships demand.
Revocable Living Trusts
The foundation of a private, probate-free estate plan for families with real estate, investment accounts, and complex beneficiary structures.
Discuss thisIrrevocable & Specialty Trusts
Asset protection, Medicaid planning, special needs provisions, and generation-skipping structures designed with long-term tax efficiency in mind.
Discuss thisPowers of Attorney & Directives
Financial and healthcare decision-making documents that work when they need to — drafted to stand up to institutional scrutiny.
Discuss thisBusiness Succession
Ownership transition for closely held companies, family entities, and real estate partnerships structured for continuity and minimal tax exposure.
Discuss thisTrust Administration
Executor and successor trustee guidance through the full administration process: notice, inventory, accounting, distribution, and closure.
Discuss thisIncapacity & Elder Planning
Private capacity assessments, Medi-Cal planning, conservatorship alternatives, and coordinated reviews when a parent begins to decline.
Discuss this
The consultation is where clarity begins.
Most families arrive with fragments — a will from 2008, accounts that were never retitled, children who don't know where the documents are. We start by mapping what exists, then design what should.
Request a Private MeetingClient perspective.
All names used with permission. Specifics reflect the client's own description of their experience.
We have property in California and Arizona, adult children from two marriages, and a special needs grandchild. Harborview mapped every piece in two meetings and delivered a plan that actually addressed all of it. No other firm we spoke with even asked the right questions.
R. & D. Harrington
Marin County, CA — Blended family trust with special needs provision
After my husband passed, I assumed the trust would handle everything. It took one conversation with Catherine to understand three things that needed to be corrected immediately. She was direct, calm, and completely trustworthy with information I had never shared with anyone outside the family.
Margaret A.
San Francisco, CA — Surviving spouse trust administration
We had been putting off estate planning for eight years. The intake process made it straightforward — we knew exactly what to bring, what would be decided in the meeting, and what the timeline looked like. Start to signed documents was six weeks.
J. & K. Nakamura
Palo Alto, CA — Revocable trust, business succession addendum
My CPA has referred three clients to Harborview. The coordination between their team and ours is seamless, the documents hold up to scrutiny, and the clients consistently report that they finally feel like they understand what they signed.
Michael T., CPA
Wealth advisor referral — Peninsula family office clients
Your family deserves a plan that is actually complete.
Not a will from 2011. Not accounts that still read “per the will.” Not a trust that has never been funded. A complete, coordinated plan designed around the life you have now.