Best Estate Planning Attorneys in San Mateo, CA
The highest-rated Asset Protection & Estate Planning Law companies out of 141 vetted & reviewed in the San Mateo area.
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Estate Planning, Wills and Trusts, Probate/Litigation
“He was organized and sent us a clear list of the documents we needed to proactively provide (and why) to speed the process along, able to meet both in-person or virtually depending on our preference, and fully explained the different documents being ...”
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Law Office of Cheri E. Michaelis
- Trust
- Amendments
- Law Firm
“To kick things off, I met 1:1 with Cheri and she walked me through the entire process, breaking it down, demystifying things, empathizing with my concerns, and being extremely clear about setting expectations with re: to milestones, fees, options, an...”
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Law Offices of Michael J. Young
Estate & Asset Protection Planning, Medi-Cal Planning, VA Benefits Planning
“He expeditiously helped my mother, and will soon be assisting my husband and me by drafting all of the various estate planning documents necessary to give us the peace of mind that we've needed for so long.”
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Copenbarger & Copenbarger
Estate Planning, Business & Tax Planning, Estate Administration
“It is always a pleasure to meet with Larry, to catch up and his way of explaining the story to his clients gives a better understanding of the legal jargon and language that comes with a trust and special needs trust.”
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Litherland, Kennedy & Associates
- Trust
- Worry
- Mind
“ As a Geriatric Care Manager, her in-depth knowledge and experience about the elder care system from skilled nursing facilities to the application process and so much more, combined with her exceptional level of detail, organization, responsiveness, ...”
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Bridgewater Certified Public Accountants
Business Services, Internal Controls, Succession Planning
“They respond quickly, are honest about what they know and what they need to check up upon, engage appropriately with the right set of questions, and ultimately have recommendations which are practical, cost effective, and realistic.”
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Law Office of Matthew Triet Vo
Estate Planning, Immigration Law, Family Law
“The best part is that his firm provided us with a binder that has all the documents and Power of Attorney forms needed to make sure everything is well organized so when I do pass, my kids won't have to go searching for my documents.”
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Kamala Law Corporation
- Questions
- Legal Services
- Documents
“Her team walked through all the terms and conditions, all disclosed at starting and was also on top of the things to follow up on the missing information's and finishing all work smoothly.”
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DP Legal Solutions
- Questions
- Interview
- Court
“Was trying to find a legal service to help me through the Santa Clara County probate process so I did a online search but could not find a company in the area so I expanded my search and came across this 5 star reviewed company DP Legal.”
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Cappelloni Law
- Knowledge
- Empathetic
- Kindness
“She also took our long term plans and expectations into account, so we'll only need minimal adjustments to the documents in the future, which is great but on the down side also means we won't have any excuses to work with such a solid professional fo...”
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De Fonte Law
- Team
- Empathetic
- Pie
“Patricia has solid grasp of legalities on may fronts - She also understands how to enlist other professionals when needed for someone, and has great connections to move parts of the process forward outside of just "the trust," such as connecting with...”
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Blacksburg Law
Living Trust Based Estate Planning, Trust Administration and Probate, When Success Matters
“We spoke to a couple other firms and ended up working with Michael because we felt he saw our engagement as a true client-service relationship and offered to speak to family members involved in our process as part of our planning package to help them...”
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Lonich Patton Ehrlich Policastri
Family Law, Estate Planning
“They charted an path of least resistance to accomplish the specific and unusual objectives I wanted to achieve and they actively sought out ways to get there faster without incurring unnecessary expenses.”
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Shrem Law
Real Estate Law, Intellectual Property, Business Law
“Her high level of knowledge and experience (specifically, at one point in the process she caught several errors that - had they not been corrected - could have opened us up to lawsuits in the future), and very stalwart nature were invaluable in getti...”
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Law Offices of Geoff Wiggs
Consumer Bankruptcy, Business and Entity Formation, Estate Planning
“If you are looking for a Law Firm that gives you confidence going thru a bankruptcy, and who answers all your questions promptly in an easy to understand manner than this is the place to go.”
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Hanley Law
- Expertise
- Knowledge
- Efficient
“My Grandmother went to Dan Hanley for her Trust and will, and he was so great with everything he did, and made sure to cover his bases in every aspect that she kept going in every time she needed something changed or had questions and sent all her fr...”
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T.S. Wrobel Law Group
Estate Planning, Nonprofit Formation and Compliance, Probate & Trust Administration
“Also published and sent out to subscribers are informative newsletters explaining in detail the various types of Non-Profits and what type might best suit your needs, what are 990s & how they may effect you, what are compliant by-laws when drafting f...”
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Von Rock Law
Estate Planning, Real Estate, Trust & Probate
“If you are looking for a law firm that is professional, knowledgeable, has excellent communication skills, and will ensure your legal needs are executed in a careful and timely manner, you will definitely want to work with Von Rock Law.”
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Evans Law Firm
Annuity Fraud, Insurance Fraud, Employment Law
“OMG ,,, I cant believe how good they are ,,,,,, first they Deale with you as apricated human ,, not like other low fermis ,you are just a number in there computer ,, they have human since that they give you the time to understand the smallest detai...”
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Law Offices Of Robert P. Bergman
Estate Planning, Trust Modification Petitions, Special Needs Planning
“Upon the recommendation of the Probate Court overseeing my brother's jurisdiction, and a series of subsequent attorneys, we were advised to contact Attorney Robert Bergman, who, though he was not located anywhere near my brother's property, was not o...”
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Freedman Law Firm
Administration Of Trusts and Estates, Trusts and Estates Litigation, Probate Law
“If you're looking for representation for estate, probate, family trust issues, you found that person here.”
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Vaksman Khalfin
Business Law, Civil Litigation, Real Estate
“In the years that followed, whenever I had a question about the Trust, new accounts/assets, or just needed more clarification on something, I was always taken aback at how promptly Alan responded to my inquiries, and how much patience he had walking ...”
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Marsala Law Firm
Estate Planning, Pet Trusts, Special Needs Planning
“If you are looking for a highly skilled trust attorney that will be able to establish trusts for loved ones, minimize estate taxes, avoid probate, create wills, plan for advanced care and help with special needs trust, I recommend Jeannette Marsala.”
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Law Office of Cynthia C. Sayegh
- Trust
- Phone Calls
- Needs
“Setting up our will & trust was something we procrastinated about for years, but once we decided to start the process with Cindy, it was incredibly seamless and manageable thanks to her killer expertise and incredible bedside manner.”
Estate Planning Legal Services in San Mateo, CA Cost Estimates
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