We Have Listed The Top 10 Estate Planning Lawyers In San Jose To Help You Choose The Best Professional For Your Needs.
Address: 1101 S Winchester BlvdSuite I-208San Jose, CA 95128
Phone: 669-244-3546
At Berge & Berge, we combine experience with education. To fully assist you with your estate planning services, managing partner Jim Berge (pronounced burr-ghee) has over 25 years of experience as an attorney, a master’s degree in tax law and is a Certified Public Accountant (CPA) in California. Jim has beloved relatives who suffer from dementia and are physically disabled due to aging; he has compassion and empathy for your situation.
Through his years in estate planning practice and tax return preparation, as well as his own personal family journey, Jim has gained tremendous insight into the emotional and financial situation with which you come to his San Jose office. He goes beyond the theoretical to real-world experience to make sure your wishes are made clear and any potential conflict is avoided.
We provide both foresight and sensitivity to your needs as you deal with older parents or are just starting out. We plan with flexibility — using a combination of accounting and the law, we can help you prepare for changes in your health, family and financial situation, as well as changes in the law.
Jim Berge believes in being actively involved with his clients as well as with his son, an aerospace engineer, and daughter, who is interested in cognitive science. He has served his community as a Cub Scouts leader, a mentor for a high school robotics team and a trustee serving on the board of trustees at his church.
Associate attorney Ryan Stillwell is an engaged listener who is patient and approachable. He can assist you with drafting a simple will or developing a complex trust. You have questions; Ryan has answers. He will break down the technical aspects of estate planning to make the process more understandable.
Ryan brings an energetic, fresh perspective to planning. He works to ensure that each client gets the peace of mind they seek and the assurance that their affairs are in order. He strives to provide the best possible outcome for every client and their loved ones and will guide you through wealth preservation and simplifying matters for your successors. He can also help you understand personal, legal, tax and financial decisions in estate planning.
Ryan is an avid runner, reader, sports fan and traveler, and will be married in 2019.
Address: 2542 S Bascom Ave #210 Campbell, CA 95008
Phone: 408-371-6000
Website: https://www.sowardslawfirm.com/
The Sowards Law Firm is a boutique Silicon Valley law firm focused on Estate Planning, Wills, Trusts, Asset Protection, Estate Administration, and Business Law. The members of our firm have been helping California families for over 25 years.
You deserve to have a personal relationship with your attorney. Your San Jose estate planning lawyer should know about your family and your estate. California attorney Benjamin J. Sowards leads the team of professionals at the Sowards Law Firm. We offer a free consultation via telephone for all new matters.
Avoid costly mistakes. Get the peace of mind that you deserve. Work with a licensed California attorney from the start so that you do things right -the first time.
- Free Consultations by telephone (call 408-371-6000)
- We make house calls (on-site visits at your location)
- We are located in the heart of Silicon Valley
The Attorney-Client relationship is one of the most important business relationships that you will develop throughout your life. Our clients trust that their communications with our firm are confidential and protected. We don't judge our clients, we protect them. Don't trust your legal matter to "legal software" or legal websites that provide "self-help at your specific direction." We are California estate planning attorneys with a proven track record and the legal training to understand and solve your most difficult legal challenges.
Be sure to take your time when hiring an attorney. Make sure your attorney has the knowledge that you need to solve your legal matter.Based in the San Jose area, our estate planning attorneys can help you protect the future of your loved ones and ensure that your wishes are respected after your death or disability. We also can advise and represent you in matters related to trust administration and trust litigation, as well as business formation and litigation.
Address: 1250 Aviation Ave., Suite 260 San Jose, CA 95110
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.
Copenbarger & Copenbarger is a family- and some are even related to us.
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: 1361 S. Winchester Blvd. Suite 210 San Jose, CA 95128
Phone: 408-379-9600
Website: https://www.ljmlegal.com/about/
Your estate is as unique as you are, and you need a plan to reflect that. That’s why the Law Offices of Linda J. MacKay is dedicated to delivering superb, customized estate planning services.
With more than 20 years of experience, founding attorney Linda J. MacKay takes pride in providing excellent service and in building relationships with clients. We won’t just fill out forms; we want to have a relationship with you that is built on trust and mutual respect.
We can assist you in all areas of estate planning, including:
- Last wills and testaments
- Powers of attorneys
- Health care directives
- Trusts
- Charitable donations
- Tax issues
- Guardianships
- Changing existing estate plans
We can also assist executors with estate administration and probate in California.
Ms. MacKay has been practicing in the field of estate planning since 1997. She is skilled at guiding and educating clients while crafting comprehensive estate plans that suit their unique needs.
In addition to her law degree, Ms. MacKay has an LL.M. in taxation. If you have estate and gift tax concerns, she will provide you with clear answers and advice. You can also catch her on the Real Estate Radio Live Show on KDOW 1220 AM, Business Radio, where she serves her community as a trusted advisor and an expert guest.
Our team also includes experienced legal support staff who are committed to serving clients during trust creation or administration.
Whether you want to make a new estate plan or revise your existing one, your first consultation is free. We offer flat rates for most of our services.
Address: 1871 The Alameda, Suite 400, San Jose, CA 95126
Phone: 408-553-0801
Website: https://www.lpeplaw.com/about/
We specialize in two complementary practice areas: Family Law and Estate Planning. Our attorneys take a genuine interest in our clients’ needs, take the time to understand their objectives, and provide strong representation in a timely, effective, and efficient manner.
Our attorneys have decades of experience helping individuals and families with complex family law and estate planning matters throughout Silicon Valley.
At Lonich Patton Ehrlich Policastri, we are committed to the highest standards of professionalism and providing first-rate representation to each and every client. Our commitment to our clients is our top priority.
"I am very pleased to be able to say that I put my trust into Lonich Patton." - JP C.
"Very professional Law Firm. Highly recommend." - Jeff N.
"She did a great job of representing me and setting realistic expectations. I’m very happy with the outcome." - Yuribel I.
"I'm so grateful for the kindness, professionalism, and expertise of Michael Lonich and of Jessica Seigel, and for their patient guidance and advocacy." - JR C.
Address: 551 Stockton Ave Ste A San Jose, CA 95126
Phone: 408-709-7939
An attorney since 1998, Adam also worked as a professional financial adviser for the John Hancock Company. Adam brings 23 years of legal expertise to every client he serves. Both in and out of the courtroom, Adam has aggressively protected his clients' rights and ensured they have gotten the best possible outcome.
In addition to being an attorney, Adam is also an experienced divorce financial analyst. Adam has been called upon to act as an expert witnesses in financial matters related to divorce and as an accredited neutral expert in collaborative divorces. Adam is one of only three attorneys in the state to be both a member of the California Bar Association and carry the CDFA credential. Divorces often involve not only a separation of the family, but a separation or division of accumulated wealth. This division typical takes the form of alimony or child support. Adam and his team of legal experts will ensure you get the money you need and will aggressively defend your right to retaining what's most valuable to you. No matter the scope of the dissolution with your partner, Adam will ensure you're treated fairly and you're able to move forward with your life without excessive financial burdens. Any divorcing couples who want a mediator who can also help them deal with financial issues need to look no further.
'I provide valuable insight and advice to help you navigate the legalities of family matters."
In addition to his family law practice, Adam uses his financial expertise to advise clients in estate planning. Whether you need to draft a will, a living trust, or any combination in between, Adam will ensure you have all the information you need to make informed decisions and advise you of any problems that may arise in the future. When it comes to planning for your family after you pass on, you should consider several factors, including taxes, probate fees, and other expenses. Adam can help you maximize what you leave behind and offer you the best possible options for passing assets onto your beneficiaries. When you need expert estate guidance and trusted financial direction, Adam Diran Attorney at Law is your best choice. Contact him today to schedule an appointment!
Address: 333 West Santa Clara Street, Suite 610 San Jose, CA 95113-1716
Phone: 408-705-4577
Website: https://www.kaiwesselslaw.com/
Are you making legal planning decisions for your family, enforcing a decedent’s wishes in court, or facing litigation? The legal counsel and advocacy you receive will make a significant difference in the outcome.
Established in 1993, the Wessels Law Firm has provided sound advice and personalized service to individuals in San Jose and throughout California. Our client commitment has helped us emerge as a leader in estate planning, probate administration, trust litigation and will contests. Contact our California law firm today to schedule a free initial consultation with an experienced San Jose probate administration lawyer.
“I feel much stronger and much more educated after meeting with Kai Wessels. He made me feel comfortable, he was so nice, he was very thorough and he didn’t charge anything… I would recommend him to anyone, anytime… ” — Jill, former client
Proper estate planning is an important step in protecting the future well-being of your loved ones. When you are considering crucial financial, business or health care planning decisions, our founder, Kai H. Wessels, can help you explore viable options and alternatives. He will tailor a will or trust to your specific needs.
As a probate lawyer, Mr. Wessels provides effective representation focused on guiding you through the intricate process of probate administration or trust administration. He also leads our firm in diligently serving the interests of clients through any probate dispute or trust litigation that arises.
- Other probate and estate planning services we offer include:
- Representing executors before, during and after the administration of an estate
- Representing clients from out of state and clients with international estate concerns
- Removing executors or trustees due to suspicion of fraud, undue influence or duress breach of fiduciary duty or exploitation
- Preventing and stopping financial elder care abuse
Attorney Kai H. Wessels is a seasoned probate attorney who is also fluent in German. He offers all of his legal services in German, and he is available to help clients maintain their dual citizenship.
Address: 777 N 1st St Suite 333 San Jose, CA 95112
Phone: 408-273-8239
Website: https://www.wingerdenlaw.com/about/
Mr. Wingerden is very knowledgeable in the area of estate planning. As your lawyer, the main goal is to execute a legal document that clearly preserves the client’s wishes and will stand the test of time. Mr. Wingerden is very understanding of the importance and one’s stress in dealing with what happens to their loved ones and assets after they are gone. The client will receive a thoughtful and thorough explanation of the process. Based on the client’s individual wants and needs, Mr. Wingerden will execute a will, trust, power of attorney, advanced health care directive and other documents to satisfy those needs.
When Mr. Wingerden is not in the courtroom or drafting documents for clients, he enjoys time with his wife and two beautiful daughters, playing guitar, gardening, playing sports as well as coaching lacrosse and soccer.
Whether you need to get a start on your estate plan, do not hesitate to reach out to Mr. Wingerden to learn more about how he can assist you. Contact his San Jose office to schedule your initial consultation.
Address: 1999 S. Bascom Ave., Ste. 700 Campbell, CA 95008
Phone: 408-775-7877
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.
- We present vision to our clients. We help our clients plan for the future while preserving their legacies.
- We provide guidance to our clients. We assist our clients through the process of probate and trust administration.
- We pursue justice for our clients. We help protect and preserve final wishes.
"I always thought by having a Living Trust it would be so easy. I found out differently. My parents left their house in a living Trust and upon their death it would be left to my brother and myself. Upon the death of my brother I became the sole trustee but my brothers daughter brought a Will into it and tried to cut her brother out of his part or their dads estate. She didn’t want to share. Being the sole trustee of the trust I knew I had to find an attorney because this wasn’t going to be easy. Jonathan told me It was my responsibility legally to make sure my brothers estate was handled correctly. Needless to say I am so thankful to have been recommended to Jonathan Huber! I couldn’t have done it without you. He is just the greatest and so caring I can’t say enough good things about him. If you want someone you can really trust Jonathan Huber is the attorney you want." - Joan M.
Address: 1871 The Alameda Ste 333, San Jose, CA 95126
Phone: 408-643-0942
Website: https://www.tdhenrylaw.com/
Searching for a knowledgeable lawyer who can guide you through the estate planning process? As the founder of the Law Offices of Timothy D. Henry, I understand the aspirations and long-term goals that concern my clients. Both estate planning and probate are very important matters which can have a significant impact on your wealth and prosperity. As such, I strongly advise you to retain the immediate representation of my firm. I have the extensive experience necessary to help you achieve your goals.
With a focus on aligning my clients' affairs so that every imaginable situation is planned for, my clients gain the peace of mind they need to know that their family's security will be protected in the event of incapacitation or death. Whether you need assistance establishing an estate plan that will safeguard your future and provide for your loved ones when you pass away, or if you need professional guidance through probate proceedings, I have the knowledge and experience to guide you every step of the way.
When you choose the legal counsel of my firm, you will benefit from experienced, knowledgeable, and dedicated guidance throughout the entire process of drafting an estate plan. From drafting wills and trust to addressing matters and disputes through probate litigation, I can offer the advocacy necessary to meet your goals.
An estate plan is a powerful financial tool that allows you to remain in control of the future or your finances and assets should pass away. By means of a revocable living trust, you can maintain full control of trust assets during life and you can leave instructions for how they are to be used and by whom, upon your death.
Estate planning is an ongoing process which should be a part of everyone's overall financial plan, regardless of age or wealth. Since no one can predict accidents or illness, it's better to get started sooner than later, especially if you're married, have children, or any measurable assets.You simply cannot put a price tag on the peace of mind you gain from knowing that all of your affairs are in order. When the inevitable happens to you, your loved ones will be grateful that you took the time to plan in advance in order to protect them and the integrity of their legacy.