Top San Jose, CA Trust & Estate Lawyers Near You
Protecting What Matters Most: Your Legacy, Our Mission. Providing Customized Full Service Trust & Estate Planning Solutions.
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227 North 1st Street, San Jose, CA 95113
10 Almaden Boulevard, Eleventh Floor, San Jose, CA 95113
1870 Embarcadero Road, Palo Alto, CA 94303
55 South Market St., Suite 900, San Jose, CA 95113
800 W. California Avenue, Suite 110, Sunnyvale, CA 94086
3150 Porter Drive, Palo Alto, CA 94304
2600 El Camino Real, Suite 400, Palo Alto, CA 94306
435 Tasso Street, Suite 205, Palo Alto, CA 94301
650 Page Mill Rd, Palo Alto, CA 94304-1050
2100 Geng Rd, Suite 210, Palo Alto, CA 94303
Five Palo Alto Square, 3000 El Camino Real, Palo Alto, CA 94306
16450 Los Gatos Blvd, Suite 216, Los Gatos, CA 95032
167 Hamilton Ave, Suite 200, Palo Alto, CA 94301
550 High St, Second Floor, Palo Alto, CA 94301
333 West Santa Clara Street, Suite 700, San Jose, CA 95113
111 W St. John St, Suite 1200, San Jose, CA 95113
1841 Page Mill Rd, Suite 110, Palo Alto, CA 94304
400 Main Street, Suite 250, Los Altos, CA 94022
95 Market St., Suite 400, San Jose, CA 95113
1134 Soquel Ave., Suite B, Santa Cruz, CA 95062
1570 The Alameda, Suite 100, San Jose, CA 95126
111 N Market St, Suite 300, San Jose, CA 95113
1001 Page Mill Road, Building One, Suite 200, Palo Alto, CA 94304
2397 Forest Avenue, San Jose, CA 95128
801 E Charleston Rd, Palo Alto, CA 94303
San Jose Trust & Estate Information
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Lead Counsel independently verifies Trust & Estate 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
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What Is Trusts and Estate Administration Law?
Trusts and estate administration refers to the process by which a person, such as a trustee or executor, oversees the administration of an estate after the deceased’s passing. It can include several duties, including settling the estate’s debts and distributing assets to a trust or the last will and testament’s named beneficiaries.
What Are Some Examples of Situations Where I Might Need a Trusts and Estates Administration Lawyer?
If you have been named an executor of a loved one’s estate or the trustee of a loved one’s trust, you should consider contacting an estate and probate attorney who understands the probate code in California. If you are making your estate plan, you could consider designating a lawyer to serve as executor or trustee of your assets.
How Can a Lawyer Help Me With Trusts and Estates Administration?
Probate code is complex. An experienced estate and trust lawyer will know how to follow the law when administering the estate. This can include:
- Prioritizing which debts of the estate to settle first
- Distributing assets to beneficiaries named in the will or trust
- Enforcing conditions of a trust, such as not distributing assets to a beneficiary until they reach a certain age
- Protecting the estate’s best interests and guarding against litigation and challenges
What Could Happen if I Don’t Hire a Trusts and Estates Administration Lawyer?
Estate administration is an emotionally fraught subject for friends and family of the deceased. Disputes can arise when someone thinks they were cheated out of an inheritance. Without an experienced lawyer, the estate may be more vulnerable to legal challenges, which will extend the probate process and drain the estate’s assets.
What Questions Should I Ask When Trying To Find an Estate Planning Lawyer in San Jose?
These questions can help you decide if you feel comfortable and confident that a lawyer has the qualifications, experience, and ability to manage your case well. Many lawyers offer free consultations that allow you to understand your options and get specific legal advice before hiring them. The top questions to ask include:
- How have you handled cases like mine?
- What are the potential outcomes of my case?
- What is the timeline for completing my estate plan?
- What is your billing and fee structure?
- How long have you been practicing in California?
- What will my involvement be during the process?
Tips for Hiring an Estate Planning Lawyer
Finding a lawyer who is right for you and will represent your best interests is an essential first step in managing your defense and protecting your rights. Find a lawyer who understands your case, knows your needs and goals, and has the experience to get the best outcome. Things to do:
- Ask for recommendations
- Research lawyers online
- Schedule consultations
- Review experience and expertise
- Talk about billing and fees
- Trust your instincts