Best Estate Planning Attorneys near San Mateo, CA

We have 24 firms in San Mateo on file; 2 of them are on this list, along with 22 from towns including San Jose (10, 31 mi), San Francisco (7, 16 mi) and San Rafael (2, 32 mi).

1 open 24/7 · 3 open weekends · all 24 rated 4.5+ · 2 show a license

Data verified October 16, 2026

The Law Offices of Richard Wingerden

The Law Offices of Richard Wingerden

(39)
  • Trust
  • Ethic
  • Talk
“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 ...”
In Business Since 2015
BBB Rating: A
Family Business
777 N First St UNIT 333, San Jose, CA
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Law Office of Cheri E. Michaelis

Law Office of Cheri E. Michaelis

(49)
  • 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...”
In Business Since 1998
Free Initial Consultation
BBB Rating: A+
Accepts All Major Credit Cards
2570 N First St Suite 200, San Jose, CA
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Law Offices of Michael J. Young

Law Offices of Michael J. Young

(49)
  • Trust
  • Videos
  • Expertise
“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.”
In Business Since 1991
Transparent Fees & Pricing
Remote Consultations Available
1931 San Miguel Dr #220, Walnut Creek, CA
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Copenbarger & Copenbarger

Copenbarger & Copenbarger

(49)
  • Trust
  • Laymen
  • Information
“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.”
In Business Since 1999
Licensed
Family Business
1737 N First St #270, San Jose, CA
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Litherland, Kennedy & Associates

Litherland, Kennedy & Associates

(45)
  • 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, ...”
In Business Since 1993
BBB Rating: A+
Accepts All Major Credit Cards
Serving San Mateo Area
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Bridgewater Certified Public Accountants

Bridgewater Certified Public Accountants

(23)
  • Team
  • Questions
  • Personal Finance
“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.”
In Business Since 2004
Offers Financing Options
Transparent Fees & Pricing
BBB Accredited
1299 4th St Suite 500, San Rafael, CA
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The 24 firms listed for San Mateo, CA write wills, trusts and powers of attorney for clients. What each says about its planning packages and meeting options comes from its own website; ratings and quotes come from public reviews.

Area overview: San Mateo, CA

The 24 firms on this page are rated from 4.5 to 5.0 across 1,216 reviews; 8 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (93%), responsiveness (82%) and quality (75%). The topics that come up most in reviews of the firms on this page are "trust", "knowledge" and "patient". 1 is open around the clock; 3 are open on Saturdays and 1 on Sundays. The practice areas the firms on this page list most often on their websites are estate planning (8), trust administration (4), probate (3), special needs planning (3) and wills (3). 2 show a license on their websites and 6 have a BBB rating of A or A+. Domain records put 19 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers urgent consultations; 1 offers remote or virtual consultations; 1 offers payment plans; 9 offer a free initial consultation and 2 are family- or locally-owned. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Why are some listed estate planning firms outside San Mateo?

Of the 24 firms shown, 2 keep an office in San Mateo. The others come from other towns within 40 mi. Planning takes only a handful of meetings, so people often travel for the right fit. Distances are straight-line.

Law Office of Matthew Triet Vo

Law Office of Matthew Triet Vo

(48)
  • Trust
  • Insurance
  • Documents
“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.”
In Business Since 2016
919 Story Rd #1204, San Jose, CA
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DP Legal Solutions

DP Legal Solutions

(50)
  • 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.”
In Business Since 2014
2016 Lewelling Blvd, San Leandro, CA
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Kamala Law Corporation

Kamala Law Corporation

(50)
  • 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.”
In Business Since 2016
2670 S White Rd #105, San Jose, CA
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De Fonte Law

De Fonte Law

(44)
  • 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...”
In Business Since 2017
Transparent Fees & Pricing
4104 24th St # 212, San Francisco, CA
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Cappelloni Law

Cappelloni Law

(44)
  • 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...”
In Business Since 2018
Free Initial Consultation
201 Spear St Suite 1160, San Francisco, CA
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Blacksburg Law

Blacksburg Law

(50)
  • Trust
  • Assets
  • Patient
“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...”
In Business Since 2004
315 Noe St, San Francisco, CA
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Lonich Patton Ehrlich Policastri

Lonich Patton Ehrlich Policastri

(34)
  • Estate Planning
  • Custody
  • Family Law
“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.”
In Business Since 1997
Free Initial Consultation
1871 The Alameda STE 400, San Jose, CA
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Shrem Law

Shrem Law

(41)
  • Real Estate
  • Transaction
  • Estate 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...”
In Business Since 2009
Serving San Mateo Area
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Law Offices of Geoff Wiggs

Law Offices of Geoff Wiggs

(29)
  • Questions
  • Feel
  • Phone Call
“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.”
In Business Since 2011
Free Initial Consultation
1900 S Norfolk St, San Mateo, CA 94403
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Hanley Law

Hanley Law

(16)
  • 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...”
In Business Since 1978
BBB Rating: A+
2375 Zanker Rd #245, San Jose, CA
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Von Rock Law

Von Rock Law

(27)
  • Team
  • Questions
  • Meeting
“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.”
In Business Since 2013
Licensed
Free Initial Consultation
215 W Portal Ave, San Francisco, CA
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T.S. Wrobel Law Group

T.S. Wrobel Law Group

(31)
  • Non-Profits
  • Documents
  • Matter
“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...”
In Business Since 2007
Accepts All Major Credit Cards
870 Market St #645, San Francisco, CA
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Evans Law Firm

Evans Law Firm

(26)
  • Case
  • Phone Call
  • Empathetic
“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...”
In Business Since 2013
Accepts Cash, Check, Travelers checks
Free Initial Consultation
3053 Fillmore St #236, San Francisco, CA
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Law Offices Of Robert P. Bergman

Law Offices Of Robert P. Bergman

(24)
  • Trust
  • Patient
  • Father
“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...”
In Business Since 1999
Free Initial Consultation
3535 Ross Ave #200, San Jose, CA
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Freedman Law Firm

Freedman Law Firm

(2)
“If you're looking for representation for estate, probate, family trust issues, you found that person here.”
In Business Since 2004
BBB Rating: A+
Free Initial Consultation
580 California St, San Francisco, CA
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Marsala Law Firm

Marsala Law Firm

(21)
  • Wills
  • Understand
  • Assets
“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.”
In Business Since 2020
Transparent Fees & Pricing
6203 San Ignacio Ave #110, San Jose, CA
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Vaksman Khalfin

Vaksman Khalfin

(21)
  • Team
  • Law Firm
  • Needs
“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 ...”
In Business Since 2016
Free Initial Consultation
Emergency Services
Remote Consultations Available
15 N Ellsworth Ave Suite 103, San Mateo, CA
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Lerman Law Partners

Lerman Law Partners

(27)
  • Team
  • Cost
  • Matter
“We marveled at the quality of his communications with us and the other party, and he brings exemplary advocacy for your interests, with a wealth of stunningly clever and wise protections that will preserve your rights and seek only fair, advantageous...”
In Business Since 2000
802 B St, San Rafael, CA
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HomeEstate Planning LawyersCaliforniaSan Mateo, CA

Estate Planning Legal Services in San Mateo, CA Cost Estimates

Minimum cost
$234
Maximum cost
$3038
National Average
$468
Avg Per Hour Rates
$351
$351
$1169
Fair price range is based on 276 cost profiles
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Average Cost $468
Minimum cost $234
Maximum cost $3038
Avg Per Hour Rates $351

Fair range $351 to $1169 is based on 276 cost profiles.

Why these companies made our list

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