Fidelity Law Offices
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Take care of yourself and loved ones.

​With COVID-19, you may become immediately isolated such that an attorney/notary are unable to meet with you to establish a living trust due to medical protocols. For some, there is no tomorrow to get a living trust in place.  Under current guidelines, we will work with you via video or telephone conference for all introductory and document preparation work.  We will meet with you in person with our notary to put your living trust in place.


Fidelity Law Offices is a law firm comprised of San Francisco Bay Area residents.  We own real estate and assets here as you do.  In this way, we are the same as the clients that we serve. The only difference is that we have the education, expertise and dedication to provide estate planning legal services in order to mitigate taxes, costs and hassle for you and your family. Since we are in the people business, we receive great satisfaction in using the law to help Palo Alto, San Mateo, Hillsborough, Menlo Park, San Jose, Pleasanton, Walnut Creek, Sacramento, Santa Cruz and other Bay Area residents avoid the stress, frustration and cost of the probate process.   Our attorneys have provided these exact services to thousands of clients such that you can be assured that our work for YOU will help take care of your assets and pave the way for an easy transition for you and your loved ones. 
Our mission is to have all qualified residents in the San Francisco Bay Area AVOID probate.​

Call us at 650-521-6910 or email us at [email protected] for a free phone or video consultation.

Experienced guidance for your estate
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Your partner in trusts

Why our clients create an estate plan and choose Fidelity Law Offices


Why an estate plan?
​Strong desire to save money.
​Protect and maintain the value of your estate
Prescribe who you want to manage your medical care should you become sick
Immediate access to your estate assets after passing
Ensure the welfare of your spouse and dependents
​Select which specific assets go to whom and at what time
​Be the parent in passing that you were in life
Avoid burdening loved ones with an estate in disarray with unforeseen bills
Avoid probate in general - See below

​Why clients choose Fidelity Law Offices to create their estate plan.
They meet with clients at an office near me
​I can talk with my attorney without added costs
​Fixed fee pricing
​Experience
​Peace of Mind
​They talk in a way I can understand
They have a "Get it done right" attitude
​They make me feel like they are here to help me and do not look for ways to bill me for more work
​They pull me forward to finish my estate plan 

Some Of Our More Popular Services

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Estate Planning
Living Trusts, Wills, Durable Powers of Attorney, Health Care Directives/HIPAA

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Advanced Estate Planning
​Special Needs Trusts, Irrevocable Life Insurance Trusts, Charitable Remainder Trusts, Corporate Formation, Formation of LLCs

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Probate is the "Proving of a Will" as the last will and testament of the deceased. Probate enforces and determines issues in a decedent's estate. This includes resolving conflict, deciding which beneficiaries receive which assets and overseeing the process to distribute the estate assets. Probate costs -  Probate fees by statute of the State of California are based on the GROSS value of your estate and range from 4% - 7%. Ex. $26,000 for a $500,000 estate - $46,000 for a $1,000,000 estate  PLUS probate court filing fees - http://www.scscourt.org/documents/fee_schedules/FeeSchedule.pdf  PLUS probate referee costs (.001 of gross estate value), PLUS real estate appraiser estimated at $500 per property  PLUS local newspaper notices estimated at $100's, (required notices) = thousands of dollars over statutory probate fees! 
​Probate process - There is no uniform process that applies to all situations but the basics can be found here -
http://www.courts.ca.gov/8865.htm.
It is clear that the twists and turns for each situation drives up the cost and complexity at a time when a family is mourning the passing of a loved one. Especially at this time, it is devastating to experience this draining process with never-ending costs. It is complicated and can be AVOIDED with an estate plan.
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What Our Clients Are Saying

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"I thought the process would be more difficult but it wasn't" - Christine K. "Our attorney was great and the experience was kind of fun" - Quang and Sheila L.  "I knew the price up front. There were no additional charges" - Bruce M. "Your attorneys are very knowledgeable and efficient, and the pricing was excellent." - Joseph M. 


​Call us at 650-521-6910 or email us at [email protected] for a free consultation or to register for our next free seminar near you.

About Us

Fidelity Law Offices is a Professional Corporation dedicated to providing estate planning services to San Francisco Bay Area residents who qualify to avoid probate. Our attorneys are licensed to practice law in the State of California.
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  • Services
  • Free Estate Planning Seminars
  • Frequently Asked Questions
  • Contact
  • Our Team