TOP 30 Estate management in San Jose, California

192 results found

City National Bank, located at 1 North Almaden Boulevard in San Jose, California, is a trusted institution specializing in banking and finance services. Our experienced Relationship Managers are dedicated to providing concierge-style service to small, medium, and enterprise-level businesses. As a subsidiary of the Royal Bank of Canada, we offer the financial resources of a global bank with the personalized customer service of a community bank. Visit us today to make an appointment and experience the difference with City National Bank. Our private banking office in San Jose is committed to supporting your vision of living a rich life. Our wealth advisors will work with you to design a comprehensive plan to achieve your financial objectives, from risk management to estate planning. With a focus on integrity and strong client relationships, City National Bank offers a wide range of services including personal, private, and business banking, wealth management, brokerage, leasing, and software solutions. We are dedicated to promoting diversity, equity, and inclusion in the workplace.

Nopar & Associates, located at 530 Lytton Avenue in Palo Alto, California, is a prominent institution offering legal services in business and real estate law. With over 35 years of experience, our team of skilled Silicon Valley business lawyers and real estate attorneys have served clients throughout the San Francisco Bay Area, including Palo Alto, Menlo Park, Woodside, Atherton, San Jose, Los Altos, Saratoga, Los Gatos, and beyond. Our firm has achieved an AV-Preeminent rating under Martindale-Hubbell's peer review system, showcasing our attorneys' high level of professional skill and integrity. Alan Nopar, our managing attorney, has been recognized as a Northern California Super Lawyer for multiple years, highlighting our commitment to excellence.

The Law Firm of J. Hector Moreno, Jr. & Associates is a reputable legal practice located at 950 South Bascom Avenue in San Jose, California. Specializing in various aspects of law, including personal injury, criminal defense, and family law, the firm is led by experienced attorney J. Hector Moreno, Jr. and his team of skilled associates. With a commitment to providing top-notch legal representation and personalized service to clients in the San Jose area, this firm is dedicated to achieving successful outcomes for their clients. Contact them today for expert legal guidance and support.

The Law Offices of Berge & Berge LLP, located at 1101 South Winchester Boulevard in San Jose, California, offers expert legal services in estate planning. Specializing in creating functional and effective estate plans for clients in the South Bay Area, Berge & Berge combines experience with education to provide custom-tailored support for your needs. While currently not accepting new conservatorship or guardianship matters, the firm prioritizes flexibility and foresight in preparing for changes in health, family, financial situation, and the law. With a focus on prevention and control, the team helps clients maintain control over their assets, health care, personal care, and long-term care decisions.

The Heritage Law Group is a distinguished law firm located in San Jose, California. Specializing in various areas of law, their team of experienced lawyers is committed to providing top-notch legal services to their clients. Whether you are in need of estate planning, probate administration, or business law services, The Heritage Law Group is dedicated to helping you navigate the complexities of the legal system. With a focus on preserving and protecting your assets for future generations, this reputable institution is known for its professionalism, expertise, and unwavering dedication to client satisfaction. Visit their office at 2033 Gateway Place to learn more about how they can assist you with your legal needs.

The Law Offices of W. Kirk Moore is a prominent finance and legal institution located at 586 North First Street in San Jose, California. Specializing in a wide range of legal services, including finance, the firm is led by experienced attorney W. Kirk Moore. With a reputation for providing top-notch legal representation and financial advice, the Law Offices of W. Kirk Moore is dedicated to helping clients navigate complex legal issues and financial matters with skill and expertise. Whether you are in need of legal guidance for a business transaction, estate planning, or any other legal matter, the team at the Law Offices of W. Kirk Moore is committed to delivering personalized and effective solutions to meet your needs.

Cerri, Boskovich & Allard, LLP is a prestigious law firm located in San Jose, California. Specializing in a wide range of legal services, the firm is known for its exceptional representation and dedication to client success. With a team of experienced lawyers, Cerri, Boskovich & Allard, LLP is committed to providing top-notch legal assistance to individuals and businesses alike. Located at 96 North 3rd Street, this firm is a trusted source for all legal needs in the San Jose area.

The MacLellan Law Firm, located at 5589 Winfield Boulevard in San Jose, California, is your go-to destination for estate, trust, and family legal matters in Northern California. With nearly a decade of experience, attorney Mary E. MacLellan provides prompt and effective communication with clients, offering personalized attention and a focus on service. From estate planning to trust administration, conservatorship or guardianship matters, and navigating the legal system, Mary E. MacLellan works one-on-one with clients to ensure informed decision-making. Testimonials from satisfied clients highlight Mary's expertise in Santa Clara Probate courts, her availability to answer questions, clear explanations of legal processes, and fair pricing. Serving clients in Santa Clara, San Mateo, San Benito, Santa Cruz, and Monterey Counties, the MacLellan Law Firm is dedicated to providing top-notch legal services for all your estate, trust, and family law needs.

Arthur A. Ferraro Attorney at Law is a reputable law firm located at 31 East Julian Street in San Jose, California. Specializing in various legal matters, Arthur A. Ferraro is a skilled lawyer dedicated to providing top-notch legal services to clients in need. With years of experience and a strong track record of success, the firm is known for its professionalism, expertise, and commitment to achieving favorable outcomes for its clients. Whether you are facing a personal injury case, need assistance with estate planning, or require legal representation in a business dispute, Arthur A. Ferraro Attorney at Law is here to help. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

New York Life Insurance Company - Alvin Barnett is a finance and insurance agency located at 1731 Technology Drive, San Jose, California, United States. They offer permanent life insurance policies with guaranteed death benefits and cash value that grows over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They also provide support for everyday tasks, income replacement in case of sickness or injury, and professionally managed investments with potential market gains. Additionally, New York Life offers guidance on creating investment strategies, setting up estate plans, and providing insurance options for employees, executives, and small business owners. They have a diverse and welcoming workplace culture and are committed to giving back to their communities through charitable giving and financial support for bereavement, education, and local initiatives. As a New York Life partner, you can become a financial advisor with the support of a Fortune 100 company and the opportunity to build your own practice.

The Law Office of Derryl H. Molina is a reputable finance and legal institution located at 1142 South Winchester Boulevard in San Jose, California, United States. Specializing in various areas of law, including finance and business law, the experienced team at this office is dedicated to providing top-notch legal services to clients in need. Whether you are facing a complex financial issue or require legal representation for a business matter, the Law Office of Derryl H. Molina is here to help. With a commitment to excellence and a track record of success, you can trust this institution to handle your legal needs with professionalism and expertise.

American General Life is a renowned insurance agency located at 2001 Gateway Place in San Jose, California. With a strong reputation for providing reliable and comprehensive insurance solutions, American General Life offers a wide range of insurance products to meet the diverse needs of its clients. Whether you are looking for life insurance, health insurance, or retirement planning services, the experienced team at American General Life is dedicated to helping you find the right coverage to protect yourself and your loved ones. Trust in American General Life for all your insurance needs.

Hieu Truong: Allstate Insurance is a reputable insurance agency located at 1625 Alum Rock Avenue in San Jose, California. Our dedicated team of insurance professionals is committed to providing personalized insurance coverage that meets the unique needs of each individual and family. We offer a wide range of insurance products, including auto, home, life, and business insurance, to ensure that our clients are protected in every aspect of their lives. With a focus on customer service and satisfaction, Hieu Truong: Allstate Insurance is your trusted partner in securing the financial future of you and your loved ones.

New York Life Insurance - Tran Minh Thao is an insurance agency located at 550 South Winchester Boulevard, San Jose, California, United States. They offer permanent policies with guaranteed death benefits and cash value growth, long-term coverage that is customizable to individual needs and budgets, and the ability to invest policy cash value in the market. The institution also provides support for everyday tasks, income replacement in case of sickness or injury, professionally managed investments, and guidance in creating investment strategies and estate plans. They offer insurance options for employees, executives, business owners, and individuals, as well as charitable giving and financial support for bereavement, education, and local initiatives. As a New York Life partner, Minh-Thao Thi Tran aims to help individuals become financial advisors and build successful practices with the support of a Fortune 100 company. The institution offers training, education, and benefits for financial professionals, with opportunities for personal and professional growth. New York Life is committed to diversity and equality in the workplace, providing flexibility and industry-leading tools for their team members.

The Bank of America Financial Center at 4075 Evergreen Village Square in San Jose, California is a full-service bank and financial institution. Offering a wide range of banking services including checking and savings accounts, loans, mortgages, and investment opportunities, the Bank of America Financial Center is dedicated to helping individuals and businesses manage their finances effectively. With a team of experienced financial advisors and customer service representatives, customers can expect personalized assistance and expert guidance to help them achieve their financial goals. Visit the Bank of America Financial Center today for all your banking and financial needs.

Mezzetti Financial Services Inc is a reputable finance institution located at 1114 North First Street in San Jose, California, United States. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses. Our services include investment management, retirement planning, tax preparation, and more. We are dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.

Allstate Personal Financial Representative: David Nguyen is a trusted finance and insurance agency located at 3241 South White Road in San Jose, California. As a representative of Allstate, David Nguyen offers personalized financial planning services to help clients achieve their financial goals and protect their assets. With a focus on building long-term relationships, David Nguyen provides expert advice on insurance products and investment strategies tailored to each individual's needs. Whether you are looking to safeguard your family's future or grow your wealth, Allstate Personal Financial Representative: David Nguyen is dedicated to helping you secure a sound financial future.

Snowalter Smith & Sons is a reputable institution located at 2199 Williams Street in San Leandro, California. With a long-standing history of excellence and expertise in their field, Snowalter Smith & Sons is a trusted choice for all your needs. Whether you are looking for financial advice, legal services, or real estate assistance, their team of professionals is dedicated to providing top-notch service and personalized solutions. Visit Snowalter Smith & Sons today and experience the difference for yourself.

Birdsong Legal Counsel is a reputable law firm located in the heart of San Jose, California. Our team of experienced lawyers specialize in various areas of law including family law, estate planning, and business law. We are dedicated to providing top-notch legal services to our clients, helping them navigate through complex legal matters with ease. Whether you are in need of legal advice, representation in court, or assistance with drafting legal documents, our team is here to help. Visit us at 2 North Market Street to discuss your legal needs with our knowledgeable attorneys.

ZIA Law Firm is a renowned legal institution located at 560 South Winchester Boulevard in San Jose, California, United States. Specializing in various areas of law, the firm is known for its expertise and dedication in providing top-notch legal services to its clients. With a team of experienced and skilled lawyers, ZIA Law Firm is committed to delivering exceptional results and ensuring the best possible outcomes for its clients. Whether you are in need of legal advice, representation, or assistance with a legal matter, ZIA Law Firm is the trusted choice for all your legal needs.

Mason J Sacks Law Offices is a reputable legal institution located at 560 South Winchester Boulevard in San Jose, California. With a team of experienced attorneys, they provide top-notch legal services in various areas of law including personal injury, family law, and criminal defense. Clients can expect professional representation and personalized attention to their legal needs. The office is conveniently located in the heart of San Jose, making it easily accessible for clients in the surrounding areas. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Mason J Sacks Law Offices is dedicated to providing you with the highest level of legal expertise and support.

The Amerian Trust Institute is a reputable institution located at 2055 Junction Avenue in San Jose, California, United States. Our institute is dedicated to providing top-quality education and training in the field of trust management and financial planning. With experienced instructors and a comprehensive curriculum, we strive to equip our students with the knowledge and skills needed to succeed in the competitive world of finance. Join us at the Amerian Trust Institute and take the first step towards a successful career in trust management.

Khushvinder Singh, Financial Professional at New York Life, is a trusted and experienced finance and insurance agency located at 1731 Technology Drive in San Jose, California. With a commitment to providing top-notch financial services and insurance products, Khushvinder Singh helps clients secure their financial future and protect their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Khushvinder Singh is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and start building a solid financial plan for your future.

NILDA MORENO-RUIZ is a healthcare institution located at 250 Hospital Parkway in San Jose, California. This establishment is a doctor's office specializing in providing high-quality health services to patients in the area. With a focus on patient care and well-being, NILDA MORENO-RUIZ offers a range of medical services to address various health concerns. Whether you are in need of a routine check-up or treatment for a specific condition, the dedicated team at this institution is committed to providing personalized care to help you achieve optimal health.

The Dayton Law Firm, P.C. is a law firm located at 1754 Technology Drive in San Jose, California, United States. Specializing in estate planning, the firm helps families with their estate needs, creating and updating plans to protect their futures. The team of compassionate attorneys guides families through the administration of trusts and other assets, ensuring that clients' wishes are met. The firm focuses on providing accessible fees and efficient legal solutions, using industry standards and custom templates to tailor plans to individual needs. One area of expertise is helping California residents with out-of-state property to avoid ancillary probate, offering strategies such as revocable living trusts, transfer on death deeds, joint ownership, and lifetime gifts. The firm also assists families with substantial assets in setting up Family Limited Partnerships to manage and protect their property. By consulting with The Dayton Law Firm, P.C., individuals can ensure a smoother transfer of assets and protect their estate from probate.

Hopkins & Carley is a prestigious institution located in San Jose, California, United States. Our team of intellectual property and business lawyers provides a comprehensive range of transactional services to develop, protect, and commercialize valuable technology and intellectual property. We offer counsel to private and public technology companies at all stages of their development. In addition, our Construction Law Practice consists of skilled lawyers who are comfortable in various settings, including job trailers, boardrooms, and courtrooms. Our Trust & Estate Litigation practice group is comprised of experienced trial attorneys who specialize in complex disputes relating to trusts, estates, and conservatorships.

Terra Law LLP is a prestigious law firm located in the heart of San Jose, California. Our team of experienced lawyers specializes in various areas of law, including business law, real estate law, and estate planning. With a commitment to providing top-notch legal services, we strive to achieve the best possible outcomes for our clients. Whether you are a business owner, a homeowner, or an individual seeking legal advice, Terra Law LLP is here to help. Contact us today to schedule a consultation at our office on 333 West Santa Clara Street.

Nuddleman Law Firm, P.C. is a reputable law firm located at 2166 The Alameda in San Jose, California. Specializing in various areas of law, the firm offers expert legal services to clients in need of professional representation. With a team of experienced lawyers, Nuddleman Law Firm, P.C. is dedicated to providing personalized and effective solutions to legal issues. Whether you are facing a complex legal matter or simply need legal advice, the firm is committed to guiding you through the legal process with integrity and skill. Contact Nuddleman Law Firm, P.C. for reliable and trustworthy legal assistance in San Jose.

Morgan Law Offices, located at 25 Metro Drive in San Jose, California, is a trusted institution specializing in estate planning, probate, and trust administration. Founded by Robert H. Morgan in 1991, the firm has a long-standing reputation for providing excellent client service. With an AV rating from Martindale Hubbell, Morgan Law Offices is recognized by fellow attorneys for their expertise in the field. The team at Morgan Law Offices works closely with clients' other professional advisors, such as accountants, investment advisors, and life insurance agents, to ensure comprehensive and personalized services tailored to individual needs. The firm's roots trace back to a partnership with Mr. Morgan's father, W. Robert Morgan, a respected litigation attorney in Santa Clara County.

Foran Glennon Palandech Ponzi & Rudloff PC is a prestigious law firm located at 1741 Technology Drive in San Jose, California. With a team of experienced attorneys, the firm specializes in a wide range of legal services including corporate law, litigation, real estate, and intellectual property. Known for their dedication to providing top-notch legal representation, Foran Glennon Palandech Ponzi & Rudloff PC is a trusted choice for clients seeking expert counsel in the Silicon Valley area.