TOP 30 Estates and trusts in Alamo, California

14 results found

Santa Ynez Valley Real Estate Company, located at 1595 Mission Drive in Solvang, California, is a reputable real estate agency offering top-notch services to clients in Santa Ynez, Solvang, Los Olivos, Ballard, Los Alamos, Gaviota, and beyond. Since 1960, our experienced team has been representing some of the best properties in the area, providing our clients with unparalleled knowledge, integrity, and work ethic. At Santa Ynez Valley Real Estate Company, we pride ourselves on our exclusive listings that showcase the finest properties, best values, and most comprehensive data in our unique Corporate Studio format. Our team, led by co-owners Rich Condit and Allan Jones, is dedicated to providing exceptional service, cutting-edge marketing, and building long-term relationships with our clients.

Alamo Attorney Services is a reputable law firm located at 4718 Park Lane in Moorpark, California. Our team of experienced lawyers specializes in various legal matters, providing top-notch representation and guidance to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a business legal issue, our dedicated attorneys are here to help. With a commitment to excellence and a track record of success, Alamo Attorney Services is the trusted choice for all your legal needs. Contact us today to schedule a consultation.

Talton Mobile Notary is a trusted financial institution located on North Alamo Drive in Vacaville, California. We offer convenient mobile notary services to assist with a variety of financial transactions and legal documents. Our experienced notaries are dedicated to providing reliable and efficient service to our clients. Whether you need help with loan signings, real estate documents, or other important paperwork, Talton Mobile Notary is here to help. Contact us today to schedule an appointment and let us take care of all your notary needs.

Lawvex, LLP is a legal institution located at 595 Alamo Pintado Road in Solvang, California, United States. Specializing in Trust Administration, Estate Planning, Will disputes, Elder Law, and Probate Proceedings, our experienced attorneys serve clients in Solvang and Santa Barbara. Whether you are a trustee, guardian, executor, beneficiary, or estate administrator, Lawvex can provide the legal assistance you need to navigate complex legal matters. Our team of lawyers offers guidance and protection for clients involved in trust administration, estate issues, and probate proceedings. We are dedicated to helping you achieve the best possible outcome for your loved ones and assets. Contact us today to schedule a free consultation and secure the future for yourself and your family.

Richard A Whitaker is a reputable lawyer institution located at 831 Alamo Drive in Vacaville, California, United States. With years of experience and expertise in various legal matters, Richard A Whitaker provides top-notch legal services to clients in need of professional representation. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice on business matters, Richard A Whitaker is dedicated to helping you navigate the complexities of the legal system. Trust in Richard A Whitaker for expert legal guidance and representation.

The Law Offices of Joel A. Harris, located at 1990 North California Boulevard in Walnut Creek, California, is a top estate planning attorney specializing in Estate Planning, Trust and Probate Law. Joel A. Harris is a State Bar Certified Specialist in this area, ensuring that your family's future is secure. Everyone has an estate, no matter how large or modest, and it is important to plan ahead to ensure your wishes are carried out. Estate planning involves more than just deciding who gets what after you pass away - it also involves minimizing taxes, legal fees, and court costs. Conveniently located near downtown Walnut Creek, the Law Offices of Joel A. Harris is easily accessible from surrounding communities such as Lafayette, Orinda, Danville, Alamo, Concord, Pleasant Hill, and Martinez. The office is situated near landmarks such as Lindsay Wildlife Museum, Mount Diablo State Park, and Ruth Bancroft Garden.

Placer Title Company in Vacaville, California is a trusted insurance agency located at 801 Alamo Drive. With a commitment to providing top-notch service and expertise in the field, this institution ensures that clients receive comprehensive insurance coverage for their properties. Whether you are a homeowner, real estate investor, or business owner, Placer Title Company is dedicated to protecting your assets and providing peace of mind. Contact them today to learn more about their services and how they can help safeguard your investments.

Schiller Law, PLC is a reputable law firm located at 3201 Danville Boulevard in Alamo, California. With a team of experienced and dedicated attorneys, they provide expert legal services in various practice areas including personal injury, family law, estate planning, and business law. Clients can expect personalized attention, strategic legal advice, and strong representation from the attorneys at Schiller Law, PLC. Whether you are facing a complex legal issue or need assistance with a legal matter, you can trust Schiller Law, PLC to provide you with the guidance and support you need.

Edward Jones - Financial Advisor: Judith S Feuer is a reputable financial institution located at 3201 Danville Boulevard in Alamo, California. Specializing in personalized financial planning and investment services, Judith S Feuer and her team are dedicated to helping clients achieve their financial goals and secure their futures. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides tailored solutions to meet each client's unique needs. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Judith S Feuer is committed to guiding you every step of the way.

Merrill Lynch Financial Advisor Richard C Strand is a finance institution located at 1331 North California Boulevard, Walnut Creek, California, United States. Richard Strand, a Senior Vice President and Wealth Management Advisor at Merrill, has over 25 years of experience in providing clients with customized financial and wealth management strategies. Richard works with individuals, families, business owners, and foundations to help them attain their financial goals. He holds an MBA in Finance and has obtained the Certified Investment Management Analyst® (CIMA®) and Chartered Retirement Planning Counselor, CRPC designations. Richard is dedicated to providing clients with personalized service and guiding them through retirement planning, tax minimization, portfolio construction, liability management, and estate and asset preservation. He resides in Alamo, California with his family and is actively involved in the community. Merrill Personal Wealth Analysis™ is offered to build a personalized plan centered on clients' goals and priorities, supported by the global resources of Merrill. The institution focuses on building strong client relationships based on trust and personalized service, helping clients pursue their financial goals while managing investment risk. With access to investment insights from Merrill and banking solutions from Bank of America, clients can develop an approach to address their financial needs and achieve their goals. Richard Strand is registered to do business in multiple states and is committed to helping clients live their best financial life.

Clean & Clear Pools, Inc. is a trusted institution located at 89 Estates Drive in Danville, California, United States. Specializing in safe and effective residential swimming pool chemical services, we have been serving the Tri-Valley Area since 2003. Our team of pool service specialists is dedicated to maintaining the quality of your pool year-round, from balancing chemicals to cleaning filters. We understand the importance of proper pool maintenance to ensure the longevity of your pool. With our expert services, you can rest assured that your pool will be in great condition for you and your loved ones to enjoy. Say goodbye to the smell of chlorine and eye irritation – our super chlorination services will keep your pool clean and safe for swimming.

Investment Architects Inc is a reputable finance institution located at 3201 Danville Boulevard in Alamo, California, United States. As a team of skilled financial professionals, we specialize in providing tailored investment strategies and solutions for our clients. With a focus on creating long-term wealth and financial security, our experts work closely with individuals and businesses to design personalized investment plans that align with their goals and risk tolerance. Trust Investment Architects Inc to be your partner in building a solid financial future.

Rex Crandell | CPA Attorney Walnut Creek is a reputable institution located at 3000 Citrus Circle in Walnut Creek, California, United States. Specializing in accounting, finance, and legal services, the firm is currently offering meetings through Zoom due to Covid-19. With over four decades of experience in tax and estates & trusts, Rex Crandell is dedicated to providing top-notch services in income taxes, trusts, estate planning, probate, and deeds. The firm offers comprehensive estate planning and trust services, including revocable living trusts, wills, durable powers of attorney, advance healthcare directives, probate filings, and inheritance and beneficiary consulting. Additionally, they provide income tax preparation, tax planning, tax problem resolution, new business formation services, and more.

Greater Bay Appraisal is a trusted institution located in Brentwood, California, specializing in providing high quality value estimates on all types of real estate in the Bay Area and beyond. Since 2003, our team of experts has been relied upon by mortgage lenders, attorneys, home owners, and real estate professionals for accurate and reliable home valuations. We continuously analyze local real estate trends and stay updated on valuation techniques to ensure our clients receive the most accurate appraisal services. Our services cover a wide range of areas, including Contra Costa County, Alameda, Concord, Walnut Creek, Lafayette, Orinda, Moraga, Brentwood, Antioch, Clayton, Alamo, Danville, San Ramon, Livermore, and Northern CA. Whether you need a step-up basis date of death appraisal, capital gains appraisal, trust appraisal, or any other type of real estate valuation, Greater Bay Appraisal is here to provide you with a defensible and certified opinion of value.