Top San Francisco, CA Estate Planning Lawyers Near You

Estate Planning Lawyers | Walnut Creek Office | Serving San Francisco, CA

1990 N. California Blvd., Suite 1020, Walnut Creek, CA 94596

Estate Planning Lawyers | San Francisco Office

1 California Street, Suite 900, San Francisco, CA 94111-5410

Estate Planning Lawyers | San Francisco Office

333 Bush Street, 34th Floor, San Francisco, CA 94104

Estate Planning Lawyers | San Francisco Office

1 Sansome St, Suite 1850, San Francisco, CA 94104

Estate Planning Lawyers | San Francisco Office

4 Embarcadero Center, 27th Floor, San Francisco, CA 94111

Estate Planning Lawyers | Pleasanton Office | Serving San Francisco, CA

5700 Stoneridge Mall Rd, Suite 390, Pleasanton, CA 94588

Estate Planning Lawyers | San Ramon Office | Serving San Francisco, CA

111 Deerwood Road, Suite 200, San Ramon, CA 94583

Estate Planning Lawyers | Pleasant Hill Office | Serving San Francisco, CA

3478 Buskirk Ave, Suite 1000, Pleasant Hill, CA 94523

Estate Planning Lawyers | San Francisco Office

525 Market St., 17th Floor, San Francisco, CA 94105

Estate Planning Lawyers | Pleasanton Office | Serving San Francisco, CA

4900 Hopyard Road, Suite 260, Pleasanton, CA 94588

Estate Planning Lawyers | San Francisco Office

One Embarcadero Center, Suite 2860, San Francisco, CA 94111

Estate Planning Lawyers | Foster City Office | Serving San Francisco, CA

1065 E. Hillsdale Blvd., Suite 308, Foster City, CA 94404-1689

San Francisco Estate Planning Information

Lead Counsel Badge

Lead Counsel Verified Attorneys In San Francisco

Lead Counsel independently verifies Estate Planning attorneys in San Francisco and checks their standing with California bar associations.

Our Verification Process and Criteria
  • Ample Experience Attorneys must meet stringent qualifications and prove they practice in the area of law they’re verified in.
  • Good Standing Be in good standing with their bar associations and maintain a clean disciplinary record.
  • Annual Review Submit to an annual review to retain their Lead Counsel Verified status.
  • Client Commitment Pledge to follow the highest quality client service and ethical standards.

Find an Estate Planning Attorney near San Francisco

Help with Estate Planning

Hiring a San Francisco Estate Planning Attorney is the best way to know you’ve adequately prepared for you and your family’s future. Additionally, depending on what you wish to achieve, an estate plan can help support family members, charities, and other worthy causes.

Estate Planning Attorneys

All individuals, regardless of their financial position, will benefit from talking with an Estate Planning Lawyer. However, speaking with a lawyer can be very useful when a person suddenly comes into a lot of money, such as from inheritance or a business sale.

A proper estate plan typically utilizes both a trust and a will. These two powerful tools allow you to make sure not only that your financial goals are addressed, but that you have peace of mind knowing those you love will be taken care of properly when you’re no longer able or willing to do so.

What is estate planning?

Estate planning is the process through which you make known your wishes for what you want to happen to your assets upon your death (commonly done through a last will and testament). Estate planning also involves stating your wishes for your health care through power of attorney declarations and advanced directives. In short, it allows you to maintain control of your health care and estate.

How much does estate planning cost?

There are do-it-yourself documents available online that allow you to create your own will, advance directive, and power of attorney declaration. Going this route will be cheaper than using an attorney in the present. However, it is good to work on an estate plan with your attorney to ensure you are going through the process correctly and addressing details you haven’t thought of. If you are worried about cost, you can discuss that with attorneys at your initial consultations as you shop around.

What estate planning documents do you need?

Every estate plan should include a last will and testament or establish a trust. This will allow you to state how you wish to distribute your assets to beneficiaries upon your death. A power of attorney declaration will name someone you trust to handle your health care and/or financial decisions if you are ever unable to. An advanced directive (also known as a living will) will state your wishes for any care you want to receive if you are unable to make those decisions at the time. This is useful when it comes to end-of-life care or if you ever need life-saving care because of an accident or illness.

Who needs estate planning?

Everyone needs estate planning, and if you are 18, it is never too early to start thinking about your plan! While we all want to live a long, full life, accidents and illnesses happen. And having a plan in place will go a long way in protecting your wishes.

How an Attorney Can Help

An attorney can often resolve your particular legal issue faster and better than trying to do it alone. A lawyer can help you navigate the legal system, while avoiding costly mistakes or procedural errors. You should seek out an attorney whose practice focuses on the area of law most relevant to your issue.

What to Expect from an Initial Consultation

  • Seek to determine whether the attorney can represent you. There is no one-size-fits-all legal solution and it may turn out your needs are better served by an attorney in a different specialization.
  • It’s important to find a legal ally who is both competent in the law and someone you can trust to protect your interests.
  • Discuss how the practice’s billing works and discuss possible additional charges or fees that may arise during or after the resolution of your case.

An attorney consultation should provide you with enough information so that you can make an informed decision on whether to proceed with legal help.

Tips on Hiring an Experienced Lawyer with Estate Planning Cases

The more experienced a lawyer is in legal practice, the more likely he/she will be able to bring about a successful resolution to your issue. Since experience matters, lawyers who’ve been practicing law for many years (with a successful track record) tend to be in high demand. You should look for information about a lawyer’s experience and ask questions during the initial meeting. It’s a very good idea to ask the lawyer how many years he/she has been practicing law and the expected outcome of your case.

Common legal terms explained

Personal jurisdiction – Requirement that a particular court have authority over a person, in order to bind that person to the judgment of the court, based on minimum contacts. International Shoe Co v. Washington is a landmark Supreme Court case outlining the scope of a state court’s reach in personal jurisdiction.

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