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Top San Jose, CA Estate Planning Lawyers Near You

Estate Planning Lawyers | San Jose Office

373 Meridian Ave, Ste B, San Jose, CA 95126

Estate Planning Lawyers | Los Gatos Office | Serving San Jose, CA

14103-G Winchester Blvd, Los Gatos, CA 95032

Estate Planning Lawyers | Campbell Office | Serving San Jose, CA

42 W Campbell Ave, Suite 200, Campbell, CA 95008

Estate Planning Lawyers | Palo Alto Office | Serving San Jose, CA

530 Lytton Avenue, Second Floor, Palo Alto, CA 94301

Estate Planning Lawyers | Palo Alto Office | Serving San Jose, CA

1117 S. California Ave., Palo Alto, CA 94304

Estate Planning Lawyers | Palo Alto Office | Serving San Jose, CA

1841 Page Mill Road, Suite 200, Palo Alto, CA 94304

Estate Planning Lawyers | East Palo Alto Office | Serving San Jose, CA

1950 University Avenue, Suite 450, East Palo Alto, CA 94303

Estate Planning Lawyers | Mountain View Office | Serving San Jose, CA

615 National Ave, Suite 220, Mountain View, CA 94043

Estate Planning Lawyers | San Jose Office

50 West San Fernando Street, 7th Floor, San Jose, CA 95113

Estate Planning Lawyers | Cupertino Office | Serving San Jose, CA

19925 Stevens Creek Blvd, Suite 100, Cupertino, CA 95014

Estate Planning Lawyers | Los Gatos Office | Serving San Jose, CA

16450 Los Gatos Boulevard, Suite 108, Los Gatos, CA 95032

Estate Planning Lawyers | San Jose Office

1011 W. Taylor Street, San Jose, CA 95126

Estate Planning Lawyers | Campbell Office | Serving San Jose, CA

1999 S. Bascom Avenue, Suite 700, Campbell, CA 95008

Estate Planning Lawyers | Los Gatos Office | Serving San Jose, CA

14103 Winchester Blvd, Suite G, Los Gatos, CA 95032

Estate Planning Lawyers | San Jose Office

2001 Gateway Pl, Suite 220W, San Jose, CA 95110

Estate Planning Lawyers | Palo Alto Office | Serving San Jose, CA

1841 Page Mill Rd, Suite 110, Palo Alto, CA 94304

Estate Planning Lawyers | Los Altos Office | Serving San Jose, CA

400 Main Street, Suite 250, Los Altos, CA 94022

Estate Planning Lawyers | San Jose Office

333 West Santa Clara Street, Suite 700, San Jose, CA 95113

Estate Planning Lawyers | San Jose Office

111 W St. John St, Suite 1200, San Jose, CA 95113

San Jose Estate Planning Information

Lead Counsel Badge

Lead Counsel Verified Attorneys In San Jose

Lead Counsel independently verifies Estate Planning attorneys in San Jose 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 Jose

Visit our free Estate Planning Resource Center.

Estate Planning For the Future

Estate planning uses legal documents to make decisions about what will happen to your property and assets after death. Planning for the future can also involve designating certain representatives who can make financial decisions if you are incapacitated or unable to communicate. Without an estate plan, any real estate, bank accounts, and personal property will be distributed according to state law, even if it would have been against your wishes.

What Are Estate Planning Tools?

There are many estate planning tools that can offer different benefits for how to plan for the future while allowing you to use your assets in the present. Some common estate planning documents include:
  • Will
  • Living trust or revocable trust
  • Irrevocable trust
  • Special needs trust
  • Living will or advance healthcare directive
  • Power of attorney

Wills and Trusts

A will is the most common estate planning too. A will is simple to make and can be updated or changed. After you pass away, the court will go through the process of estate administration with your will in probate court, to pay off any liabilities and distribute your assets to your beneficiaries. Trusts can allow you to avoid probate court altogether by naming trustees to distribute your estate assets to your beneficiaries. Some trusts can also provide asset protection and offer proper estate planning benefits for your loved ones.

Living Wills and Healthcare Directives

A living will can allow you to make healthcare decisions while you are still alive if you are no longer able to communicate your wishes. Also known as an advance healthcare directive, if you become seriously ill or incapacitated, your living will can make specific provisions about your own medical treatment, including what type of procedures you do not want to receive. You can also use a durable power of attorney to designate a health care proxy to make long-term care healthcare decisions on your behalf. A California elder law attorney or estate attorney can give you more information about living wills.

How Much Does Estate Planning Cost in San Jose?

The cost of estate planning can depend on your individual circumstances. Some estate planning attorneys in San Jose will prepare documents like a will or power of attorney for a flat fee. Other legal services may be offered based on the attorney’s hourly fees. The costs of legal services can depend on the type of estate plan, amount of assets, and an attorney’s years of experience. In some cases, the lawyer can provide a free consultation to help you decide which estate planning law firm is right for you.

Do I Need an Estate Planning Lawyer?

California estate planning law and individual legal issues are unique. Getting help from an estate planning law firm can help, especially if you own substantial assets and want to plan for your family’s future. An estate lawyer can give you legal advice and guide you toward the best options to minimize your estate taxes, provide the most for your future beneficiaries, and give you peace of mind.

When Should I Start Estate Planning?

Many people put off making an estate plan because they don’t think they need to. It is never too early to make plans for what might happen if you become incapacitated or pass away. If you get married, have a child, or begin to accumulate significant assets, it is time to think about making plans to provide for your loved ones. A San Jose estate planning law office can provide an initial consultation to help you make a decision for your estate planning needs.

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.

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.

The Importance of a Good Consultation

The goal of an initial consultation is to find an attorney you are comfortable working with and someone who can help you understand your options under the law. Seek to understand the relevant legal experience the attorney brings to your case. While it is not realistic to expect an attorney to resolve your legal issue during an initial consultation, you should gain a level of comfort with his/her ability to do so. A good consultation can clarify issues, raise pertinent questions and considerations for your case, and help you make an informed decision towards resolving your legal issue.

Points to Consider Before Hiring a Lawyer

Experience. Regardless of the type of legal matter you need help with, an experienced attorney will usually be able to get you better results.

Competence. Determine an attorney’s expertise by asking about their track record for the issue you need help with resolving.

Fit. There are plenty of good attorneys out there; make sure you find one you are comfortable working with.

Common legal terms explained

Plaintiff – a person or party who brings a lawsuit against another person(s) or party/parties in a court of law. Private persons or parties can only file suit in civil court.

Judgment – A decision of the court. Also known as a decree or order. Judgments handed down by the court are usually binding on the parties before the court.

Court Locations in San Jose, CA

Downtown Superior Court

191 N 1st St.
San Jose, CA. 95113
Phone: (408) 882-2100
Court Website

Santa Clara Hall of Justice

190 W Hedding St.
San Jose, CA. 95110
Phone: (408) 808-6600
Court Website

Old Courthouse

161 N 1st St.
San Jose, CA. 95113
Phone: (408) 882-2100
Court Website
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