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Estate planning attorney
1. Law Offices of Berge & Berge LLP - San José
· 6 reviews
1101 S Winchester Blvd Suite I-208, San Jose, CA 95128
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Estate planning attorney
2. Wade Law Offices - San José
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· 58 reviews
84 W Santa Clara St #540, San Jose, CA 95113
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4worldlovers: 
Wade Law Offices have experienced lawyers handling all of your estates, trust, and wills needs in the beautiful San Jose area. We offer comprehensive legal services for individuals and families. It can be intimidating to write up a plan that will ensure your loved ones are cared for. Let us help you choose how your assets will be distributed, not the courts.
Our services include asset protection, wills, probate, trusts, and real estate transactions.
At Wade Law Offices, your lawyer will have extensive experience dealing with wills and probate. Limiting the involvement of probate courts, and ensuring that guardians are in place to care for your minor children if you have any.
Our experienced team of caring professionals work hard each day to help our clients understand the estate planning process. We do our best to remove as much stress as possible when planning for your family and estate.
Wade Law Offices have experienced lawyers handling all of your estates, trust, and wills needs in the beautiful San Jose area. We offer comprehensive legal services for individuals and families. It can be intimidating to write up a plan that will ensure your loved ones are cared for. Let us help you choose how your assets will be distributed, not the courts.
Our services include asset protection, wills, probate, trusts, and real estate transactions.
At Wade Law Offices, your lawyer will have extensive experience dealing with wills and probate. Limiting the involvement of probate courts, and ensuring that guardians are in place to care for your minor children if you have any.
Our experienced team of caring professionals work hard each day to help our clients understand the estate planning process. We do our best to remove as much stress as possible when planning for your family and estate.
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3. Law Office of Cheri E. Michaelis - San José
· 26 reviews
2570 N First St Ste 200, San Jose, CA 95131
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Matthew L: Glad I found Cheri through my employer, I’ve interviewed other estate attorneys and they didn’t sit well with me, pushy as if they were trying to sell rather than listen to my needs. Completely smooth experience, answered all my questions. Signing went smoothly as well, Ashley was awesome. Thank you for the great experience.
Derrick Tran: Thanks to Ashley and Rianna for their professional, prompt response and helpful to answer all our questions. They helps making our Estate Planning easier and less stressful.
Srini G: Cheri and Ashley helped me to update my trust. They guide me through all my last minute Changes and explained the pros and cons of those changes.
Erica Chang: We highly recommend this law firm. They're prompt, answered all the questions and addressed all the concerns we had in a timely fashion, will surely return for our future legal service needs.
Maya DaRosa: Worked with the staff to set up my estate planning, never interacted with Cheri directly, and overall I had a pleasant experience. The only call out I would have is that you get communication from various people during the process, which can get difficult to keep track or carrying out a conversation throughout your case. You kind of have to keep searching your email on who sent what question.
Chaithanya Nayak: Cheri helped me with creation of a Will and trust. She was professional, courteous and helpful. Ashley helped explain the documents and patiently answered all my questions. She was very knowledgeable, efficient and personable, and I would highly recommend working with her.
Kelly Penfield: Cheri did a great job helping my husband and I to set up our wills and trust. She and Ashley walked us through all the necessary steps and explained them to us thoroughly. We appreciated how comfortable they made us feel throughout the process.
Harrison Oglesby: Excellent service, made getting our will and trust super easy!Nice and straight forward signing experience. Ashley walked us through everything and was very professional and polite.
Teresa Richard: Ashley made signing our documents quick. She is very knowledgeable. Thank you
Jeff Tamer: Vanessa was very professional, friendly, flexible, and accommodating. Would recommend.
Melin Sujo: Great service for first time setting up documents. Thanks to all.of them specially ashley, Vanessa. Hannah and cheri.
Allen Weitzel: My wife and I have updated our family trust several times over the years. As our lives and the world changed, the process became more confusing. Our recent update process with Cheri and her staff was more complete, but less complex. It was a pleasant experience and we walked out the door with the completed trust in hand. At our signing appointment, we did not have to wait to have a hard copy mailed to us. Cheri and her staff know what they are doing. Thanks to Cheri and her team. ~ Allen Weitzel
Alex Zhigalov: Awesome friendly team! Answered all of our questions promptly over the email andAshley did a phenomenal job during the final signing process. Would definitely recommend!
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Estate planning attorney
4. Law Offices of Linda J. MacKay - Campbell
· 2 reviews
1361 S Winchester Blvd Suite 210, San Jose, CA 95128
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An Estate Planning Attorney With An L.L.M. In Taxation
Nuanced strategy from an attorney with an L.L.M. in taxation
Everybody needs an estate plan. It is a common misconception that estate plans are only for the wealthy, but this is not the case. Having a well-thought-out estate plan in place is a gift that you give your family, and also provides peace of mind for you. It clarifies your wishes for what will happen to your estate after your death, so your loved ones are not left to sort it out themselves, potentially fighting over what you would have wanted. An estate plan can also provide a safety net for children, as well as outline your wishes around your finances and medical care should you become unable to make these decisions for yourself. At Law Offices of Linda J. MacKay, we are committed to helping you craft a personalized plan that fits your life and your goals, with an emphasis on smart tax strategy.
Linda and her staff are one of the best. We went through the Living Trust process with her/team without any hassles. And she and her team were always available to answer questions and guide us. If you need someone reliable to handle your deed/trust, look no further
An Estate Planning Attorney With An L.L.M. In Taxation
Nuanced strategy from an attorney with an L.L.M. in taxation
Everybody needs an estate plan. It is a common misconception that estate plans are only for the wealthy, but this is not the case. Having a well-thought-out estate plan in place is a gift that you give your family, and also provides peace of mind for you. It clarifies your wishes for what will happen to your estate after your death, so your loved ones are not left to sort it out themselves, potentially fighting over what you would have wanted. An estate plan can also provide a safety net for children, as well as outline your wishes around your finances and medical care should you become unable to make these decisions for yourself. At Law Offices of Linda J. MacKay, we are committed to helping you craft a personalized plan that fits your life and your goals, with an emphasis on smart tax strategy.
Linda and her staff are one of the best. We went through the Living Trust process with her/team without any hassles. And she and her team were always available to answer questions and guide us. If you need someone reliable to handle your deed/trust, look no further
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5. The Law Offices of Richard Wingerden - San José
· 20 reviews
777 N First St Suite 333, San Jose, CA 95112
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6. Law Offices of Robert P. Bergman - San José
· 23 reviews
3535 Ross Ave Ste. 200, San Jose, CA 95124
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julie oldham: Robert assisted us with filing a Heggstad Petition for some assets that were not included in our deceased fathers estate. He prepared all the paperwork and got the assets included in the Living Trust in a couple of weeks. I would recommend his services to anyone needing assistance with Living Trust issues.
Laurie: Experience and knowledge along with a true desire to help. Highly recommend m
Jan La Fetra: Bob Bergman has been helping us for many years in the most satisfactory ways and I would recommend him without question.Janice La Fetra
dennis switick: Positive:Professionalism,ValueRobert was patient and through, leading us thru the process and explaining the steps and options. He also gave us full hard and digital copies of everything. Will definitely revisit him to update our plan.
Byron Pipkin: My first appointment in 2012 with a different estate planning attorney never got past the waiting room - he wanted $500 up front just for the initial appointment so I walked out. Then I found Bob and went to one of his seminars and hired him to develop my living trust and also to revise it twice. He is very knowledgeable in estate planning and answered all of my questions; he also makes himself available anytime other questions or issues come up. I think his prices are reasonable and would highly recommend him.Update May 2021 - had some updates to my trust, still like Bob and his services.
Carol Gilbert: Robert Bergman did my living trust for me. He was very patient, kind and efficient. I would highly recommend him.
Beth Emmett: Bob is a great Lawyer. Helpful and knowledgeable we were very satisfied with his work on our living trust and other legal advice. I would recommend him
Russ: After my father passed we took his Paralegal processed Trust to Robert to find out our next steps. Robert took his time and explained the gaps in the Trust we needed to cover. Fast forward, the trust was easier to administer because no one disputed it and Robert returned the balance of the retainer where some lawyers would have padded the case. Overall the cost was reasonable to insure the Trust was administered correctly.
Susan Toussaint: Robert is knowledgeable and a very competent advisor in all things regarding estate planning. He was very helpful to us in our particular situation.
Rutger Heymann: I came to Law Offices of Robert P Bergman because my wife and I needed an estate plan. Literally had zero, not even some notes scrawled on a post-it. I decided Law Offices of Robert P Bergman was the right firm for me because we heard Bob speak on estate planning at a seminar after a friend recommended him. My favorite thing about working with Law Offices of Robert P Bergman was that Bob was personable, clearly knowledgeable about both the law and its real world applications, extremely competent, and had created an efficient process to identify and create the right estate planning components. The outcome after all of the work put in by the firm was we opted for a living trust, with provisions for life insurance, child care in case of our own demise, an estate distribution that avoiding probate, tax benefits, and other important components. But the key feature was the feeling of security, the elimination of uncertainty and anxiety over the future. Nobody wants to think about their expiration, and we had avoided that, and the needed planning, for many years. Once done, we got a lot of serenity. As a result, aside from the practical benefits, it gave us security - no more amorphous worry about "what will happen to my spouse, or children, or business?" - were i to be devoured by a great white shark while surfing, for instance. A greater confidence in handling financial matters such as savings, retirement, and value investing. Finally, when so much of the concern about the future dissolved, a newfound freedom to live in the moment, which helped my business and relationships. Those were unexpected, but welcome consequences.
Ashley Raggio: The reason I retained Law Offices of Robert P Bergman was we needed a will and trust as new parents of three young children. I decided Law Offices of Robert P Bergman was the right firm for me because he was a referral from the parents of multiples club and other families had highly recommended him. I enjoyed working with Law Offices of Robert P Bergman because he was thoughtful and understood our needs having young children of his own. The outcome of this case was that we completed a will and trust we were happy with and felt secure. Now that we've received this outcome, we know we have security in making sure our children are taken care of.
Steve Stansberry: I contacted Law Offices of Robert P Bergman after getting divorced and I needed to create a new will and trust for my 2 sons. I picked this firm over all the other firms in the area because Bob was so responsive and understood my personal situation. My favorite thing about working with Law Offices of Robert P Bergman was Bob's expertise, reasonable prices, and constructive advice. As a result of their hard work, I got a great trust set up for my kids and I learned how to manage the trust. Now I am at ease and comfortable knowing that my kids are secure and that they can contact Bob if needed. Thanks to this outcome, I can sleep easy knowing that my family is protected.
Wes Gibson: I came to Law Offices of Robert P Bergman because my brother died and had a trust and the lawyer who put it together didn't transfer any of his assets into it and was disbarred. So we needed help. I went with this firm over the others because recommended by our attorney Jeffrey a. dennis-strathmeyer. My favorite thing about working with Law Offices of Robert P Bergman was quick and effective. As a result of their hard work, all items requested we moved into the trust. Thanks to the firm, quick and efficient thank you.
Ben Carlucci: The Best of the Best.Robert P.Bergman is with out a doubt. Is one off the best Living Trust Attorneys in Santa ClaraValley . He knows so well how to put together a Living Trust . And has one of the best bed sidemaners . He will make sure that you are completely happy with your Trust ! And that you are withinthe Law. I am very happy with the work he has done for me.
Melani Conley: Bob was knowledgeable and efficient. He took the time to communicate throughout the process.Positive Responsiveness, Quality, Professionalism, Value …
Bill Garcia: Searched everywhere for weeks to find a competent attorney and was ready to give up until I found Robert Bergman. What a great decision to hire him to handle a complex and important Heggstad petition. It was amazing how he put together and completed the legal filing so quickly and submitted it to the court with a successful result saving me months of time and stress.
David Weiss: Robert Bergman handled a petition with the court regarding a family trust matter incredibly quickly and expeditiously, resolving matters faster than I could have hoped. He was extremely responsive throughout. Thanks to Bob's expertise, my matter was resolved in a couple of days.Positive Responsiveness, Quality, Professionalism, Value …
Jill Brown: This was the best and most expedient service I have ever has with a law firm. I am recommending Law Bob to all of my real estate friends.Positive Responsiveness, Quality, Professionalism, Value …
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7. The Dayton Law Firm, P.C. - San José
· 5 reviews
1754 Technology Dr Suite 230, San Jose, CA 95110
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8. Ferguson Law Group, Inc. - San José
· 5 reviews
1886 The Alameda, San Jose, CA 95126
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9. Wessels Law Firm - San José
· 9 reviews
333 W Santa Clara St #610, San Jose, CA 95113
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4worldlovers: 
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.
Representing executors before, during and after the administration of an estate
Representing clients from out of state and clients with international estate concerns
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.
Representing executors before, during and after the administration of an estate
Representing clients from out of state and clients with international estate concerns
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10. Law Offices of Timothy D. Henry - San José
· 6 reviews
1871 The Alameda #333, San Jose, CA 95126
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11. The Law Offices Of Adam T. Evan - San José
· 6 reviews
950 S Bascom Ave # 1113, San Jose, CA 95128
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12. Law Offices of David S. Park - San José
· 5 reviews
1777 Hamilton Ave # 2040, San Jose, CA 95125
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13. Litherland, Kennedy & Associates, APC, Attorneys at Law - Campbell
· 34 reviews
3425 S Bascom Ave #240, Campbell, CA 95008
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14. Kamala Law Corporation | Immigration Attorney | Estate Planning Attorney - San José
· 59 reviews
2670 S White Rd #105, San Jose, CA 95148
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15. Shirley Tam Law Offices - San José
· 2 reviews
111 N Market St, San Jose, CA 95113
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16. Sowards Law Firm - Campbell
· 43 reviews
2542 S Bascom Ave #210, Campbell, CA 95008
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Tony Freitas: I have been working with Sowards Law Firm for many years. They have always been very professional and helpful. I highly recommend them if you are thinking about creating a trust.
Filippo Tosi: I was quite happy with my overall experience at Sowards Law Firm in Campbell, very responsive, competent and efficiently organized. Definitely recommended
Charles Houser: What a wonderful experience working with Sowers Law Firm!The entire staff reaches out to be personable, kind, thorough and help guide you towards the best results for you personally.Kindness, understanding and a great willingness to help when questions arrive is so reassuring!Thank you each and everyone for the wonderful experience of meeting our needs and for being so knowledgeable and kind!
H O U: Sowards Law Firm helped me with my estate planning. It was a very positive experience, working with a team of knowledgeable professionals throughout the whole process.
Brian Kreider: Heather and Krystal were very friendly and helpful in reviewing the updates to my trust
Paula Byrne: Very positive experience. I found this Law Firm to be very efficient and experienced. I would recommend them and would definitely use them again.
Raghavendran Nagarajan: came here recommended through a friend. So far it has been a very pleasant and professional experience.
Srinivas Ananth: Exceptional service from start to finish! Sowards Law Firm efficiently helped our family set up a living trust. Their expertise and professionalism made the process smooth and stress-free. Highly recommend their services for anyone seeking reliable legal assistance.
Dan Tarangioli: The Sowards team was very professional and knowledgeable as they guided us through the process and filing.
Kathy Lam: I had a great experience working with Sowards Law Firm to create my estate plan. The team was professional, knowledgeable, and responsive to my questions. Mr. Sowards was able to explain complex legal concepts in a clear and concise manner, which made the process of creating my estate plan much less daunting. Highly recommend!
Charles Costa: I came to Sowards Law Firm after finding them through the MetLife legal plans. Although I originally came looking for a will, I chose to purchase one of their upgraded plans because I felt extremely comfortable working with the firm and could tell that the additional services were worthwhile.Regardless of if you need a simple estate plan or something more complex, I highly recommend working with the Sowards Law Firm. There was absolutely no pressure to purcase additional services, the staff did a thorough job with client education and addressing questions, and all the office staff are friendly and attentive.
Greg Trifiletti: The Sowards team has helped my family set up as well as update a Special Trust, showing professionalism, patience, and attention to detail at all times - highly recommend!
Cynthia Koke: Very pleased with Sowards' team, thorough, trustful, and friendly, helping me navigate through the process of setting up a long overdue Trust for my family. They have thought of everything!Highly recommend, you'll be in good hands.
Marilyn Brown Ross: Working with Sowards law firm was a wonderful experience. They took the time to answer all my questions and did so very pleasantly. All of the employees were friendly and professional and ready to help any way they could. I will be using them for any legal matters I might encounter in the future.
Ravi K: I worked with Sowards law firm as part of my estate plan. I had a very satisfactory experience with them. The staff at Sowards are very knowledgeable, and extremely patient and walk through every facet of the estate plan. They were very customer centric, and understood all my requirements and worked with me, and helped me throughout this process. They are very thorough and professional, and walk you through all the way until the conclusion of the last step of the plan.Special thanks to Krystal, Jo, Hailey and others who helped me throughout this process. I would highly recommend them for anyone that is planning to do their estate plan.
Kathy Fulton: Friendly service. Accommodated our schedule graciously
Stan Sieler: Friendly, knowledgeable. Good office location.Sowards helped us create a Living Trust, and educated us about the various kinds of trusts and options.Their online "prep" website worked quite well.In-person meetings were easy and efficient.Recommended!
staghikhan1: Exceptional legal team!Professional,knowledgeable,and dedicated.They provide excellent guidance , ensuring a seamless experience, highlyrecommend for anyone in need of reliable legal assistance
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17. Adam Diran Attorney At Law - San José
· 17 reviews
551 Stockton Ave Ste A, San Jose, CA 95126
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Puneet Gurnani: Mr Duran was very professional and did a great job on my Living Trust. His price is reasonable and he did a great job!
Dev Sathe: Fast and efficient
Agraja Guimarães: Very thorough, generous with questions and clarifying, made the estate planning process very clear and as simple as possible. Also appreciated we could do most everything over zoom except for signing the formal papers.
Donald Allen: Very friendly and exceptionally patient. Willing to walk you through the complex and not make you feel silly for asking!
Kay Masiano: I had a very quick and unexpected incident happen that involved me divorcing my Husband and fighting for custody for my kids. I was very lost and needed assistance with family law and found Adam Diran. He assisted me through the whole process. We started in July of 2018, with continuous court dates & many obstacles to get through. I now have full physical and legal custody of my babies, their Father has supervised visits. I have a 5 year restraining order. My life is finally at ease. And I owe a huge thank you to Adam for getting me through it all with support and advice as my legal representative.
Alex Docauer: We had an unusually complex estate planning situation that Adam was able to carefully and confidently guide us through. He was was able to prepare us to get through the process quickly as I had a deadline of less than a month away. He's been readily available to answer follow up questions. I am able to sleep better knowing that my concerns have been taken care of.
Wei Yang (Vivi): We had great experience with Mr Diran. He made the process very easy to follow and he explained everything fairly well.
Hilary Genise: Handles all the details
Charles: I spoke with Mr. Diren Esq., and he shared a great deal of time with me providing clear succinct guidance regarding my objectives as Executor of my mothers estate. There was no need for Mr. Diren's services at this time, or in the foreseeable future as he had explained, and yet still he invested a great deal of time in efforts and professional insight to help me understand absolutely critical steps I need to take on my own to avoid very serious potential mistakes. It's clear to me Mr Diren is a fantastic attorney with remarkable ethics.
Jonathan Herbert: , and spent plenty of time with us making sure we understood all the relevant documents & processes
