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We are a Palo Alto based law firm that provides estate planning services in San Francisco, San Mateo, Alameda, Contra Costa, Santa Clara, Sacramento and Santa Cruz counties. We are a firm solely dedicated to estate planning and corporate/ LLC formation. Our services help clients protect and control their lives, health, assets and estates. We have offices in each county which make it convenient for our clients to meet with our attorneys to discuss and recommend the best options for their medical care, financial and family situation. The outcome of our services is for clients to avoid stressful, time-consuming and expensive court processes and to avoid capital gains and estate tax consequences. We have provided these services to thousands of clients and know the right balance of time and resources to complete your estate plan at an affordable price.
Specific services we provide are -
Specific services we provide are -
- New and complete estate plans - For new estate planning clients, we work on a fixed fee basis including our advanced estate planning services. You will not be charged every time you talk with an attorney because phone calls are included. We do not want you to hesitate calling us for fear of runaway costs. We WANT to answer your questions and for you to feel completely comfortable with the process and result.
- Modification to existing estate plans - For those with an existing estate plan, our attorneys will review your existing estate planning documents to see whether or not they need modification. If they need modification, we will charge a fixed fee for our services to implement the modifications you require.
- Expedited services for those traveling or having time sensitive issues including visits to client residences and health care facilities - fixed fee basis.
- Advanced estate planning work such as creation of Charitable Remainder Trusts, Irrevocable Life Insurance Trusts, Family Limited Partnerships and Charitable Foundations.
- Formation of all types of corporations and LLC's. Creation of operating agreements and partnership agreements- fixed fee basis.