Estates and Trusts Expertise Services

Let us help you build and design your legacy. It's not a discussion about passing away it's about what you are passing on.

 The truth is the majority of people could benefit from doing basic estate planning.

 You've worked your whole life to accumulate your wealth. By taking a small amount of time, you can protect this for you and your family. Grimbleby Coleman can help guide you through the estate planning process.  Questions? Give us a call at (209) 527-4220.

Click here to see an overview of our estate planning services.

 What is estate planning?

Estate planning is strategically planning how your assets will pass to your heirs.

 What does estate planning do for you?

  •  Minimizes taxes and fees so your heirs receive the largest inheritance possible.
  • Proper estate planning yields peace of mind for you and your family.
  • Convey your wishes to your friends and family ahead of time.
  • Estate planning has proven to strengthen family relationships.




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Our Commitment to Safety and Prevention of COVID-19

Dear friends and clients,

Thank you for putting your trust in us to provide your tax and advisory services. These are rare and unusual circumstances; but be assured, we are committed to providing continued services and support.

To lessen our societal impact, as well as to protect the well-being of you, our clients, and our team, we ask that the majority of our communications be electronic or over the phone.  

We strongly encourage you to use our electronic collaboration tools for securely scanning and sending tax documents and we have the necessary data security in place to ensure security and privacy. For details regarding our electronic collaboration tools, and specific instructions, click here. We are happy to assist in the set-up of any of these applications, if you have not used them in the past; contact our Admin team at the phone number or email below.

GC looks forward to normalizing our processes as soon as safety dictates. Be well and take care of yourselves, your community, and your loved ones. We are here for you professionally and personally, so do not hesitate to reach out.

All the Best,

Ian Grimbleby, President/CEO and Principal
Grimbleby Coleman CPAs
Certified Public Accountants, Inc.
(209) 527-4220