Established 1987 Anytown, Greater Anytown County Bar No. CA-184201

Elm + Oak Law

A boutique firm. Estate, business, and trust counsel.
Estate · Business · Trust

Counsel that sounds like a person, not a firm.

For thirty-eight years, Elm + Oak has practiced as a deliberately small firm — three partners, two associates, and the people we represent know each of us by name. We take the work seriously and ourselves a little less.


Practice Areas

Three things, done thoroughly.

We don't dabble. The firm works in three connected areas of practice — and refers anything outside that scope to lawyers we trust.

i.

Estate Planning

Wills, trusts, advanced directives, probate avoidance — for individuals and families with complex situations or simple ones done right.

  • Revocable & irrevocable trusts
  • Wills & pour-over coordination
  • Powers of attorney
  • Probate & trust administration
ii.

Business Counsel

Outside general counsel for small and mid-sized businesses — formation, contracts, governance, succession. We bill flat or by retainer; rarely by the hour.

  • Entity formation & restructuring
  • Contracts & vendor agreements
  • Employment & HR counsel
  • Succession & sale planning
iii.

Trust Litigation

When trust or estate matters become contested. Most cases resolve in mediation; we prepare every one as if it won't.

  • Trust contests & defense
  • Beneficiary disputes
  • Trustee accountings
  • Mediation & trial counsel

View All Practice Areas →

For complex estate matters in the region, Elm + Oak is the firm I send people to. They're careful, current, and they don't run up the bill.
— Hon. R. Cárdenas, retired Probate Judge
The Partners

Three lawyers. Same office. Same names on the door.

Henrik Oak

Founding Partner · Estate & Trust

Forty-one years in practice. Founded the firm in 1987 with one assistant and a borrowed conference table. Lectures occasionally at the local bar.

Nora Elm

Managing Partner · Business Counsel

Joined as an associate in 2002, made partner in 2009, took the keys in 2018. Holds the firm's relationships with most of our long-standing business clients.

James Marquez

Partner · Litigation

Trial counsel, eighteen years. Came to us from a regional firm in 2016. Calm in mediation, prepared for trial, never the loudest person in the room.

Recognition

Quietly noticed.

2024

Best Lawyers in America

Henrik Oak — Trusts & Estates, 14th consecutive year.

2024

Super Lawyers

Nora Elm & James Marquez listed.

2023

Martindale-Hubbell AV

Preeminent rating, firm-wide.

2022

Best Law Firms

U.S. News & World Report — Tier 1 regional, Trusts & Estates.

2020

Probate Bar Service Award

Henrik Oak, lifetime contribution.

Selected by clients

Most of our work continues to come by referral from the clients we've served.

Schedule a consultation

An hour to understand the matter.

Initial consultations are sixty minutes, in our offices on Maple Street. We charge a flat $250 for the meeting — credited toward representation if we proceed together.

If we're not the right fit, we'll tell you who is. We refer about a quarter of inquiries to other counsel each year.

Schedule a Consultation