We Have Listed The Top 10 Estate Planning Lawyers In Sacramento To Help You Choose The Best Professional For Your Needs.
Address: 333 University Avenue Suite 200 Sacramento, CA 95825
Phone: 916-473-1067
When a crisis occurs, you or your loved ones may be forced to make difficult legal, tax and health-care decisions. A little planning now can go a long way toward protecting your assets for future generations—and protecting those future generations from costly probate. At the Bedell Law Office, we help clients plan ahead with professional estate planning services that include will and trust drafting, probate administration and litigation, asset protection and tax planning and guidance for executors and trustees. Whether we’re drafting a special-needs trust or clarifying the responsibilities of an executor, we navigate clients through the tax implications and legal formalities of estate planning. We serve individuals and couples in Sacramento, San Benito, Placer, Monterey, Yolo, Santa Cruz, Santa Clara and Alameda counties and throughout Northern California—with extensive experience in estate planning for middle-aged, newly retired and same-sex couples.
While a comprehensive estate plan provides security for you and your loved ones, it requires the meticulous attention and foresight of an experienced attorney. With more than a decade of experience, founding member Jeffrey I. Bedell develops tax-sensitive estate plans that are customized to the unique needs and objectives of each client. From addressing concerns about death taxes to implementing asset-protection measures, we offer:
- Clear advice: We offer straightforward advice to simplify the otherwise complicated matters of estate planning. We steer our clients toward intelligent planning and meaningful results.
- Professionalism: Every person’s family and situation is different. All our services are focused on your individual situation.
- Responsiveness: We respond to emails and calls within 24 hours.
Estate planning is a complex process that, when performed thoroughly, involves a variety of legal documents and actions.
The Bedell Law Office equips clients with the estate planning tools and resources they need to establish control of their wealth — today, tomorrow and years into the future. Call 916-473-1067 or contact us online for your free initial consultation. We respond to all calls and emails within 24 hours. Our services are always priced fairly and our office is easily accessible by public transportation.
Address: 650 University Avenue, Suite 113 Sacramento, CA 95825
Phone: 916-603-2515
Website: https://www.huberfox.com/
Huber Fox, P.C. specializes in Trust and Estate Law. Our firm is dedicated to presenting vision for the future, providing guidance, and pursuing justice for our clients after the loss of a loved one. We take time to listen and understand our client’s concerns; we customize solutions to help our clients reach their desired goals.
Estate Planning
- We present vision to our clients. We help our clients plan for the future while preserving their legacies.
Probate And Trust Administration
- We provide guidance to our clients. We assist our clients through the process of probate and trust administration.
Trust And Estate Litigation
- We pursue justice for our clients. We help protect and preserve final wishes.
"I’ve had the pleasure to use Jonathan Huber’s services in multiple legal matters including most recently a probate petition. He and his staff demonstrated the highest standards of professionalism with attention to detail and consistently prompt turnaround. I recommend him enthusiastically." - Chris S.
Address: 4010 S. Land Park Dr., Suite.B, Sacramento CA 95822
Phone: 916-927-9001
Website: https://mylawyersllp.com/who-we-are/
At Yee Law Group, PC, we firmly believe that the answer to the foregoing questions is a resounding “no.”
We are experienced and sophisticated attorneys at law who never lose sight of our role as counselors at law for the clients we have the privilege to represent. When we founded Yee Law Group, we did so with a clear vision that puts you, the client, at the center of everything we do. Your goals, your issues, and your bottom line frame our approach and guide our work. We add value by valuing you.
Every member of the Yee Law Group, PC team is guided by three core values that distinguish us from larger, more impersonal law firms as well as smaller firms with more limited experience and capabilities:
Every member of the Yee Law Group, PC team is guided by three core values that distinguish us from larger, more impersonal law firms as well as smaller firms with more limited experience and capabilities:
We are humbled by the trust our clients have placed in us over the years. We believe that we have earned that trust in no small part because our clients know that their attorneys will be straight with them, providing counsel that is based on their needs, not ours. Too often, and not without some reason, lawyers are maligned as being more focused on billable hours than on client service. At Yee Law Group, PC, you will never wonder what drives us: it’s your bottom line, not ours.
With over 40 years of combined experience that spans the globe, the firm offers clients in the Sacramento/Roseville area and across the state a level of representation difficult to find in even the largest law firms. Whether around the corner or around the world, we know how to get things accomplished for our clients, combining the depth of our knowledge of the law with creativity, innovation, and the use of cutting-edge technology. We take an uncompromising approach to protecting our clients’ interests, whether that means aggressive courtroom advocacy, meticulous drafting of documents, or deft negotiating.
Address: 500 Capitol Mall Suite 2350 Sacramento, CA 95814
Phone: 916-767-0850
Website: https://www.cunninghamlegal.com/living-trust-and-estate-planning-attorneys-in-sacramento-california/
CunninghamLegal’s attorneys are experts in the areas of California estate planning, trust administration, advanced tax planning for high net-worth families, Medi-Cal and VA Benefits planning, business law, probate, disability/special needs planning, asset protection, and much more.
Our firm is dedicated to making sure your estate plan will work the way it was intended over time. We invite you to learn more about all our areas of practice.
Founded by James L. Cunningham, Jr. in 2005, CunninghamLegal is headquartered in Auburn, California, and has offices throughout Northern and Southern California, including convenient offices to serve clients in the San Francisco Bay Area and greater Los Angeles region.
Jim is certified by the State Bar of California as a Specialist in Estate Planning, Trust, and Probate Law and has assembled a talented team focused on providing a customized, caring experience for our clients.
At CunninghamLegal, we guide savvy, caring families in the protection and transfer of multi-generational wealth.
At CunninghamLegal, our attorneys assist with all estate planning matters including: setting up and amending your living trust, trust administration, asset protection, durable powers of attorney for property, medical directives, and living wills. We guide individuals, families and business owners with their family and business planning needs.
Address: 798 University Ave Sacramento, CA 95825
Phone: 916-621-6488
Website: https://www.dhtrustlaw.com/
At the Law Offices of Daniel A. Hunt, we’re consistently driven to provide valuable information for our clients’ peace of mind.
We've helped over 10,000 individuals and families find peace of mind.
Our practice focuses on estate plan creation, administration, and litigation; probate; and conservatorships.
What We Offer
- We GUARANTEE our clients’ satisfaction with our estate plans – or you pay what you think is reasonable!
- We respond to client communication within 1 business day
- Monthly check-ins with ongoing active cases
- No-cost consultation for every new client
- No-cost consultation for all successor trustees when a settlor passes away
- Annual newsletter with legal updates
- Access to no-cost educational events and informative content
- Reduced hourly attorney rate for client trust review appointments
Our experience with every person at the Law Offices of Daniel Hunt, from the receptionist to the paralegal to the attorney, was outstanding. We found them all to be courteous, helpful, knowledgeable, and professional. Not only that, they actually performed the services in an extremely timely manner. We highly recommend this law firm. - Mary
Address: 2277 Fair Oaks Blvd., Ste 320 Sacramento, CA 95825-5599
Phone: 916-437-3500
Website: https://www.norcalplanners.com/our-firm/about-our-firm/
Our firm is dedicated to providing you with quality estate planning resources, so you can become familiar with all of the existing options. When you visit or call our office, we want you to feel comfortable discussing such an important issue concerning both you and your family. We want to arm you with the information you need to make an informed decision about your family’s future.
If you have a well-drafted estate plan in place, you’ll ensure that your estate passes to whom you want, when you want, and is carried out in the manner you’ve chosen. You can rest assured that your family won’t have to endure the public process and costly matter of probate. The government won’t be able to take what you’ve spent a lifetime building. But you need to be aware of the many options that exist in estate planning—and you must choose your attorney wisely.
That is why Northern California Center for Estate Planning and Elder Law offers this wealth of free information and free seminars. Read our Estate Planning articles, and if you’re in the area, join us at an Estate Planning seminar. We want you to feel confident about the choices you make—let us be your guide on the path toward preserving your family’s future.
Through the use of Living Trusts, Wills (simple & complex), Powers of Attorney, Health Care Directives, Irrevocable Trusts, Family Limited Partnerships, and Charitable Gifting Strategies, our firm helps families preserve their wealth for future generations, minimize estate taxes, and avoid the expense and nightmare of probate.
We provide comprehensive, tailored estate planning services to meet all of our clients’ needs. Below is a sampling of the type of services we offer. If you have questions about any of our services, please do not hesitate to contact us or call us.
Legacy Planning is a more holistic approach to estate planning. We help clients preserve their financial wealth and their legacy, including their life stories and family heirlooms, for future generations. Our non-traditional planning methods include special provisions and protections in Living Trusts, Wills (simple & complex), Powers of Attorney, Health Care Directives, Irrevocable Trusts, Family Limited Partnerships, and Charitable Gifting Strategies. This planning also includes minimizing estate taxes, avoiding the expense and nightmare of probate, protecting against remarriage after death of the 1st spouse, and protecting beneficiaries from a possible future divorce.
Our law firm offers estate planning assistance for the unique needs of Family Businesses and Farms. We help clients preserve this important part of their legacy for future generations.
Address: Venture Commerce Center 4600 Duckhorn Drive Sacramento, CA 95834
Phone: 916-925-8000
Website: https://www.areucovered.com/
Mark has been practicing law in the State of California for over 25 years. Specializing in estate planning, Mark’s services also include living trusts, wills, powers of attorney and assisting families with probate and trust administration.
Mark is a graduate of the University of California, at Santa Barbara, where he graduated with a bachelor’s degree with honors in “Law and Society” (pre-law).
Mark then attended Santa Clara University, where he attended law school during the day, and MBA school at night for approximately four years, earning both degrees in 1990. Mark passed the bar on his first try in 1990 and has been practicing law since.
Mark was raised in Sacramento and graduated from John F. Kennedy High School in 1982.
In his spare time, Mark enjoys golf, reading, and basketball, especially if it is connected with his wife and two children.
"Mark is very professional and great at explaining the difference of having a living trust or will and avoiding probate. Things I would never have thought of or knew to ask. He has help many of my friends. I would refer him to anyone that need advice or help and protect the family and their assets."
Address: 1851 Heritage Ln Suite 128, Sacramento, CA 95815
Phone: 916-943-7699
Website: https://seniorcitizenlawyer.com/
Our firm focuses on nearly all Estate Planning issues, from the basic Advance Health Care Directive for the kids headed off to college, to assisting in the creation of a plan to transfer estates to the next generation. We will not only help protect you and what you have, but we’ll also develop plans to protect your heirs for generations to come. We bring extensive experience and professionalism to every case and customize our support to your individual needs and concerns.
At Senior Citizen Lawyer, we know that finding the right attorney to represent you and your loved ones is a choice not to be taken lightly. That’s why we offer free consultations to walk you through your needs, the scope of your goals, and your budget. Located in Fair Oaks, California, and serving the Greater Sacramento area, Senior Citizen Lawyer has represented 1000’s of clients. We can help you protect seniors, establish healthcare and financial management.
Our practice was opened as MacFarlane Legal in 2009. Dustin MacFarlane’s primary focus was on Estate Planning when he started the firm, however as time passed, he saw the increasing need for a “Senior- Focused” practice in the Greater Sacramento area. Nearly 10 years after opening it’s doors, MacFarlane Legal changed its name to Senior Citizen Lawyer. Our goal is to ensure Seniors and their families are prepared and taken care of in the way that they wish to be.
Address: 180 Promenade Cir #300 Sacramento, CA 95834
Phone: 800-244-8814
Website: https://www.copenbarger.com/about/
Copenbarger & Copenbarger LLP began in 1979 when Lloyd Copenbarger was admitted to practice law in California and opened a firm known as Copenbarger & Associates. Since that time, Lloyd and his associate attorneys have provided substantial services in the personal estate planning and business succession planning areas and have helped tens of thousands of people to create estate plans that include contributions to their favorite charities.
Throughout the years, the firm has seen many changes, and is now comprised of eight full time attorneys and one additional attorney who is of counsel to the firm, and it continues to grow. However, despite any surface changes, one thing has always remained constant: Copenbarger & Copenbarger LLP. provides clients with excellent legal services in personal estate planning and other related fields.
This is a saying that is often used to describe the staff at our firm. We all work very closely together and often enjoy each others company outside of the workplace. It takes a certain level of understanding, personal involvement and familiarity to work at Copenbarger & Copenbarger.
Some of our clients start with us at a very difficult time in their lives. Either a loved one has recently passed, an ongoing familial dispute needs to be reconciled or a mountain of legal paperwork is knocking down their door. In these times, a collaborative, experienced and efficient team is needed for our clients. We take pride knowing that’s the team we’ve cultivated at our firm.
Copenbarger & Copenbarger LLP. has had the pleasure of representing some incredible people over the years. Many of the clients we have helped with their estate plans have come through local churches both large and small across every denomination, and of course referrals. Our current clientele now exceeds 30,000 individuals throughout California and that number continues to grow.
Every year we represent new clients and add those people to the Copenbarger family. Because our clients have been so loyal and committed to the Copenbarger firm, we try to show our gratitude by holding annual client seminars, and taking educational vacations together on Copenbarger Client Cruises. At Copenbarger & Copenbarger LLP, we believe our clients are the best any firm could represent. Some of our client’s have been kind enough to share their stories.
The Copenbarger & Copenbarger Law Firm is dedicated to providing quality detailed and professional work to our clients. There are many proprietary and unique pieces of our documents that set us apart from others in our field, which stem from the more than 150 years of combined experience of our attorneys. Call today to schedule your free attorney consultation.
Address: 1833 Iron Point Road, Suite 120 Folsom, CA 95630
Phone: 916-294-7275
Website: https://www.chubblawfirm.com/about
Planning and administration is all we do. We help modern families like yours plan for the future, preserve their wealth from the high cost of long-term care, provide for the future of their loved ones, and make the best legal decisions for themselves and the people they love.
We have a unique focus on planning for families with special needs loved ones and families concerned about protecting their life’s savings from the devastating costs of long-term care and qualifying for Medi-Cal; planning and estate administration to preserve personal and financial needs and goals, while helping make the best legal decisions for themselves and loved ones.
A modern estate plan should include more than just passing financial wealth to the next generation.
- It's about people and relationships, not just the papers
- It recognizes the issues of aging and disability, and not just death and taxes
- It addresses the unique needs of modern families including longer lives, divorce and remarriage, blended families and special needs
- Our process is designed to make your experience much different than it would be with a traditional estate planning lawyer. We’re not intimidating or stuffy and we don’t bill by the hour. We also know that the notion of putting together an estate plan can seem overwhelming at times.
Whether we’re developing a foundational estate plan, special needs plan, or elder law/Medi-Cal plan, our focus is always you, your personal and financial needs, and your goals.