1. Law Offices of Joel Harris
1261 Locust St Number 170, Walnut Creek, CA 94596, United States
Since 1993, Joel Harris has been the leading probate attorney in Walnut Creek, Antioch, and Clayton. Joel's reputation as an estate planning lawyer who is on his clients' side is well-established, with clients from all over Northern California and beyond. People frequently ask Joel if Probate is only a problem if you have a large estate. A probate court is required in California to transfer assets if your estate includes real property or non-real property assets worth more than $150,000. Assets in a Living Trust or those with proper beneficiary designations are not affected by probate. If you care about your heirs and own a home in California, you should use a Living Trust. If you have beneficiaries named on any assets, make certain that the correct beneficiaries are named. Young or disabled children, for example, make poor beneficiaries, but a Living Trust established for them makes an ideal beneficiary.
Joel is a State Bar Certified Specialist in Estate Planning, Trust & Probate Law and a perennial California Super Lawyer, recognized by an independent firm as one of the top 5% in its field of competence and service, with 30 years of experience specializing in estate planning and estate administration.
Estate planning, living trusts, wills, powers of attorney, probate, family business evaluation, planning, and management are all areas of practice.
2. Law Office of Joan Grimes
1600 S Main St #100, Walnut Creek, CA 94596, United States
The Law Office of Joan Grimes takes pride in providing comprehensive assistance from the initial consultation to the completion of the estate planning process. Many estate planning attorneys draft wills and then demand that their clients fund their trusts on their own (i.e. require their clients to personally change the title of all of their assets to fund the trust). For those who are unfamiliar with the estate planning process, this can be intimidating and burdensome. The team, on the other hand, will manage the entire funding process on your behalf. They will walk you through the entire process so that when your estate plan is completed, you can rest easy knowing that every ``I has been dotted and every "t" has been crossed.
Ms. Grimes has more than 30 years of industry experience. She was President of the Contra Costa Business law and Bankruptcy Section and was President of the Bankruptcy Forum in Northern California. She graduated from the University of California, Berkeley, with the Journal of Law of California Western University of San Diego, California, and has been awarded a doctorate. Lastly, she is a California State Bar member.
The Law Office of Joan Grimes wants you to leave with more than just a plan; she wants you to leave with a plan that you fully comprehend.
3. Law Office of Edward Younger
420 Beatrice Ct g1, Brentwood, CA 94513, United States
The Law Office of Edward Younger takes pleasure in upsetting the status quo. He claims that his clients value having access to competent legal counsel at a reasonable cost. He tries to do as much of his work as possible at a flat rate, so clients know exactly what they're paying for, whether it's estate planning, business law, or landlord representation.
His goal is to provide compassionate, honest, and valuable legal services. He believes that the best way to operate is to prevent legal problems from occurring in the first place. Too often, people put off dealing with legal issues until it is too late. There is conflict and unnecessary expense at that point.
4. T.S. Wrobel Law Group
870 Market St #645, San Francisco, CA 94102, United States
S. Wrobel Law Group was established in 1997 to help individuals, small to medium-sized businesses, and charitable organizations with their legal needs. Their mission is to protect and enforce the rights of their clients by providing competent, timely, and cost-effective legal services.
T.S. Wrobel Law Group strives to provide nothing less than exceptional service, where you know the benefit of working with them outweighs the cost.
Estate Planning, Probate & Trust Administration, and Business Services & Counseling are all areas of practice.
5. Law Offices of Kathleen Siemont
701 Southampton Rd #211, Benicia, CA 94510, United States
The Law Offices of Kathleen Siemont was founded in the year 2019. Kathleen Siemont, a Social Security, Workers Compensation, and Elder Law specialist, opened her own office in 2019. She added individual legal therapy after recognizing the need for legal advice for older women.
The role of the Law Offices of Kathleen Siemont is not to judge or criticize you, but to help you find solutions. Identifying the problem correctly is half the battle. Kathleen Siemont's expertise is in devising creative solutions that do not involve going to court or enduring lengthy litigation.
Katie worked as a Worker's Compensation Defense attorney for a large statewide firm for over a decade. She handled large corporate accounts, CIGA claims, state and county self-insured entities, and major corporations such as McDonald's, Coca-Cola, and Wal-Mart. San Francisco, Oakland, Ukiah, Napa, and Sacramento are all practice areas. Since 2007, she has been a Certified Legal Specialist in Workers Compensation Law. Katie is a member of the California Applicants Attorney Association as well as the National Organization of Social Security Claimant Representatives, or NOSSCR. She is a licensed attorney in both California and the District of Columbia.
Estate Planning, Last Will & Testament, Trust Planning, Preparation & Administration, Workers Compensation Legal Services, and Social Security Legal Services are all her areas of practice.
6. Mendes Weed, LLP
1990 N California Blvd #1020, Walnut Creek, CA 94596, United States
Mendes Weed, LLP was founded in 2013. Christina Weed and Lisa J. Mendes merged their law firms in 2017 in order to better serve their clients.
Mendes Weed, LLP assists clients in securing a solid and secure future by providing legal and emotional support, guided by a mutual desire to benefit people, families, and businesses. Mendes Weed, LLP was founded to provide their clients with a boutique law firm experience. Lisa and Christina have a combined experience of nearly two decades.
Christina's tenacity and knowledge make her a powerful advocate for her clients, and she vigorously defends their rights. She assists her clients in better understanding the law and ensuring that it is applied appropriately to their situation.
On the other hand, Lisa is also known for aggressively defending her clients and for her knowledge of the law and how it applies to the situation. She fights for her clients' rights and the well-being of their children and the elderly. She is known for being a fair negotiator and communicator with other lawyers and judges, which helps to streamline and expedite the process.
Family Law, Restraining Orders, Elder Law, Professional Malpractice, Tax Law, Wills, Trusts, and Estates, Business Law, and Civil Litigation are their areas of practice.
7. The Law Offices of Stefanie West
165 Lennon Ln #101, Walnut Creek, CA 94598, United States
Stefanie earned both her B.A., summa cum laude, and her law degree from the University of California, Berkeley. Stefanie spent her final year of law school at Harvard Law School, where she graduated first in her class. Stefanie was the first Planned Giving Officer at the University of California, Berkeley Law School before going into private practice. In this role, she assisted the University's most prestigious donors with their bequests and other estate gifts.
Stefanie was the Chair of the City of Lafayette's Senior Services Commission. She served as Chair to combat elder abuse and fraud while also providing services to seniors in her community. In addition, she served on the Contra Costa County Aging Advisory Council.
Her current area of specialization is estate planning, which includes Wills, Trusts, Probate, and Medi-Cal planning. She assists clients who lack long-term care insurance but require skilled nursing care to qualify for Medi-Cal.
She also believes that young children should be taught good money management skills as well as how to save for a "rainy day." She works as a Junior Achievement volunteer, teaching financial literacy to elementary and middle school students. She is also a regular speaker at parent groups, where she discusses how parents can teach their children the fundamentals of money.
8. Law Office of Roger E. Fonseca
1990 N California Blvd 8th floor, Walnut Creek, CA 94596, United States
The Law Office of Roger E. Fonseca represents a wide range of clients and values each partnership. By expressing gratitude, reverence, and compassion to each client, the team maintains the feel of a solo practice.
Roger's desire to assist individuals secure their rights began while he was still in law school, working as a legal clerk for the public defender's offices in San Diego and San Francisco. During this time, he gained valuable experience in various areas of law, as well as the privilege of serving the underprivileged and the accused.
His true passion for the law stems from having a positive impact on the lives of good people, and he has worked throughout his career to assist people who were struggling with various aspects of the legal system.
He continued to practice criminal law after graduating from law school, working at a criminal defense firm in San Francisco. Following that, he spent a year as a Staff Attorney at a non-profit in San Francisco, where he represented low-income clients with severe physical and/or mental health issues in order to ensure disability income and health insurance benefits. Many of his clients were homeless or on the verge of becoming homeless.
9. Family Trust Law Center
1615 Bonanza St UNIT 209, Walnut Creek, CA 94596, United States
Attorney Des Benedetto founded the Family Trust Law Center, later renamed Family TLC Inc., in 2006 as a firm for professional, caring attorneys to provide family estate planning at reasonable fees. Many people didn't know much about living trusts and the tremendous value they provide to families for taking care of financial matters while they are still alive when the firm was founded. Will administration via probate was still relatively common.
Because of people like Suze Orman and other astute financial advisors, the general public is now mostly aware of how living trusts can save thousands of dollars in probate fees and make estate administration much easier.
The Family Trust Law Center is committed to providing their clients with customized, considerate, and competent legal services. They are authorities on estate planning and administration.
Their mission is to give their clients peace of mind by completing excellent estate planning and acting as trusted advisors when loved ones pass away. They work hard to inform their clients about their options and decisions, as well as to resolve legal issues in a timely and compassionate manner.
The primary goal of Family Trust Law Center attorneys is to be regarded as long-term estate advisors.
10. Law Offices of David Arietta
700 Ygnacio Valley Rd STE 150, Walnut Creek, CA 94596, United States
David is a San Franciscan native and a San Franco Preparatory Student of Saint Ignatius. With a dual degree in finance and accounting, he received a bachelor of science from Haas School of Business, U.C. Berkeley. He was then admitted to the California State Bar at the 1993 Juris Doctor's Office in King Hall, U.C. Davis. In business and bankruptcy cases he started his professional career. He started his own Walnut Creek practice in 1999 and extended the practice to the area of trust and real estate. His background in business, finance and accounting has helped him to navigate his practice's complex financial issues.
David holds certification as the California Board of Law Specializing in the State Bar of California in both bankruptcy law and property planning, trust, and probation law. He is the only lawyer to have been appointed in both areas of law in the State of California.
Furthermore, the Law Offices of David A. Arietta has received an AV Preeminent rating from Martindale Hubbell, indicating that his colleagues regard him as being at the pinnacle of professional excellence.
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