Peter Myers is certified as a specialist in estate planning, trust, and probate law by the State Bar of California's Board of Legal Specialization. Handling high-net-worth planning, business succession, and trusts and estates disputes, he guides individuals and families who need a reliable relationship with a caring, experienced lawyer who will assist them in times of greatest personal opportunity, life event, or crisis.

Peter has written multiple books and articles in estate planning, tax planning, and business succession. He teaches in the areas of estate planning, family business entities, and estate planning. His published treatises, books, and articles have appeared in WealthCounsel Quarterly, CEB, Trusts and Estates Magazine, iUniverse, and Wonderdads. He speaks throughout the country on topics of interest to wealthy families and their advisers and at conventions of professionals. His speaking engagements include WealthCounsel, LLC, The Southern California Institute, California Continuing Education of the Bar, the National Network of Estate Planning Attorneys, and various ancillary CLE Providers. His published work appears in CEB, Trusts and Estates Magazine, iUniverse, and Wonderdads.

Patricia has over 50 years of experience in the financial planning and estate planning industry. She has worked with domestic and international clients. Patricia has a master's degree from San Jose State College.

During her long career in the financial and estate planning industry, Patricia has held various positions such as independent insurance broker, senior management in major insurance companies, and as a certified financial planner in Europe and the United States. The focus of her practice has been estate planning for domestic and international clients.

Patricia founded and managed Fortune Strategies, a company specializing in estate and insurance planning for high net worth clients.

Patricia joined Kodiak Trust Company in October of 2017; she has assisted in its formation and ongoing management.  Currently, Patricia is managing the marketing division of Kodiak Trust Company.

Patricia earned a B.A. from Brigham Young University, an M.A. from San Jose State College, and various financial industry certificates, including CLU, ChFC, and CFP. She has been a speaker at multiple conferences and seminars in the United States, Europe, and South America.