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TOP 30 Personalized estate planning services in Palo Alto, CA
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Search for local businesses, places and services near you
UBS Financial Services Inc.
UBS Financial Services Inc. is a leading finance institution located at 775 Page Mill Road in Palo Alto, California. With a strong reputation for providing top-notch financial services, UBS offers a wide range of investment solutions and wealth management services to individuals, families, and businesses. Their team of experienced financial advisors is dedicated to helping clients reach their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or estate planning services, UBS Financial Services Inc. has the expertise and resources to help you succeed. Contact them today to learn more about their personalized financial solutions.
Gadi Zohar, Esq.
Gadi Zohar, Esq. is a reputable law firm located at 2211 Park Boulevard in Palo Alto, California. Specializing in various legal services, Gadi Zohar, Esq. offers expert legal advice and representation to clients in need. With a focus on professionalism, integrity, and personalized service, the firm is committed to achieving the best possible outcomes for their clients. Whether you are facing a legal dispute, need assistance with estate planning, or require representation in a criminal matter, Gadi Zohar, Esq. is dedicated to providing top-notch legal services tailored to your individual needs. Contact them today for a consultation.
Tomita Law Office
Tomita Law Office is a reputable law firm located in Palo Alto, California. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, our skilled attorneys are here to help. Conveniently located at 953 Industrial Avenue, our office is easily accessible in the heart of Palo Alto. Contact Tomita Law Office today for expert legal counsel and representation.
Palazzo Gardens
Palazzo Gardens is a prestigious real estate agency located at 250 Curtner Avenue in Palo Alto, California. Our team of experienced professionals specializes in helping clients buy, sell, and rent luxury properties in the Silicon Valley area. With a focus on personalized service and attention to detail, we strive to exceed our clients' expectations and make their real estate dreams a reality. Whether you are looking for a stunning waterfront property or a chic urban loft, Palazzo Gardens is here to help you find your perfect home. Contact us today to start your real estate journey with us.
Alison Wealth Management
Alison Wealth Management is a comprehensive financial services institution located at 530 Lytton Avenue in Palo Alto, California. Specializing in accounting, finance, insurance, and legal services, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. From investment planning and retirement strategies to risk management and estate planning, we offer a wide range of services to meet our clients' needs. With a focus on personalized attention and tailored solutions, Alison Wealth Management is committed to providing top-notch financial guidance and support to our valued clients.
City National Bank
City National Bank, located at 245 Lytton Avenue in Palo Alto, California, is a trusted institution offering personalized banking and financial services. Our experienced Relationship Managers are dedicated to helping small, medium, and enterprise-level businesses achieve their financial objectives. As a subsidiary of the Royal Bank of Canada, we combine the resources of a global bank with the personalized service of a community bank. Whether you need assistance with business banking, wealth management, estate planning, or software solutions, our team is here to support you every step of the way. Visit us today to experience concierge-style service and discover why City National Bank is the preferred choice for clients who value a personalized approach to banking.
Edwin E. Samuels Attorney at Law
Edwin E. Samuels Attorney at Law is a reputable law firm located at 220 California Avenue in Palo Alto, California. Specializing in providing legal services in the areas of business law, real estate law, and estate planning, Attorney Edwin E. Samuels is dedicated to providing personalized and effective legal representation to his clients. With years of experience and a commitment to achieving the best possible outcomes for his clients, Attorney Samuels is a trusted advocate in the legal community. Whether you are in need of legal advice for your business, assistance with a real estate transaction, or guidance with estate planning, you can rely on Edwin E. Samuels Attorney at Law to provide expert legal counsel and representation.
Law Office of Craig Ching, PC
The Law Office of Craig Ching, PC is a business law attorney located at 303 Twin Dolphin Drive in Redwood City, California. With over 15 years of experience, Craig Ching offers personalized legal services to meet the unique needs of each client. Specializing in business transactions and complex litigation, Craig can assist with mergers and acquisitions, contract drafting, intellectual property protection, and business entity formation. Craig Ching prides himself on building strong relationships with his clients, providing ongoing support as their businesses grow and evolve. As a trusted advisor and outside general counsel, Craig is dedicated to helping his clients reduce stress and achieve their business goals. Serving the San Francisco Bay Area, including San Jose, Santa Clara, Palo Alto, and Oakland, the Law Office of Craig Ching, PC offers a full range of business law services to ensure the success of your company. Contact Craig Ching at craig@lawofficeofcraigching.com or (650) 632-4356 for expert legal guidance and support.
Klosek Law Offices
Klosek Law Offices is a reputable legal institution located in Palo Alto, California. Our dedicated team of lawyers specialize in a wide range of legal services, including personal injury, family law, estate planning, and more. With years of experience and a commitment to providing personalized attention to each client, we strive to achieve the best possible outcomes for our clients. Located at 437 Kipling Street, our office is conveniently situated in the heart of Palo Alto. Contact us today to schedule a consultation and see how we can assist with your legal needs.
Law Office of Isaac H. Winer
The Law Office of Isaac H. Winer, located at 2100 Geng Road in Palo Alto, California, is a trusted institution providing strategic and zealous representation for clients in all aspects of dispute management. From the onset of a dispute to formal legal proceedings in court, arbitration, and mediation, we offer assistance with business entity formations, financings, governance, and management for various types of business entities. Our clients rely on our smart, accessible, and reliable legal services around the clock. Since 2000, our firm has delivered highly responsive, effective, and cost-efficient services in a wide range of business, personal, and technology-related matters, both transactional and litigation. With over 25 years of lawyering experience, we combine the best of big law firm talent and skill with boutique law firm accessibility and value.
Bill Cohen - State Farm Insurance Agent
Bill Cohen - State Farm Insurance Agent is a trusted insurance agency located at 325 Sharon Park Drive in Menlo Park, California. With over 200 years of combined office experience, the team is dedicated to helping clients with their Auto, Home, and Life insurance needs throughout California. Serving areas such as Menlo Park, Atherton, Stanford, Palo Alto, Woodside, and Red City, the agency offers comprehensive insurance reviews to ensure that coverages align with individual needs and preferences. The team's mission is to help clients manage risks, recover from unexpected events, and achieve their dreams. Services include auto insurance, homeowners’ insurance, life insurance, business insurance, and more. The office manager conducts complementary insurance reviews, while other team members specialize in providing fast quotes, comprehensive policy bundling, and personalized service. Whether you need auto insurance, renters insurance, or estate planning assistance, the team at Bill Cohen - State Farm Insurance Agent is here to help you navigate the world of insurance with professionalism and care.
Singh Law Corporation
Singh Law Corporation is a reputable legal firm located at 530 Lytton Avenue in Palo Alto, California. With a team of experienced attorneys, Singh Law Corporation specializes in providing top-notch legal services to clients in the United States. Whether you are in need of assistance with business law, estate planning, or immigration issues, Singh Law Corporation is dedicated to providing personalized and effective legal solutions to meet your needs. Contact us today to schedule a consultation and see how we can help you navigate the complexities of the legal system.
Jones & Devoy P.C.
Jones & Devoy P.C. is a prestigious law firm located at 201 Spear Street in San Francisco, California, United States. Specializing in personal injury, family law, business law, estate planning, real property issues, and LGBTQ dissolutions, our experienced attorneys are dedicated to guiding you through legal matters with compassion and expertise. Whether you are starting a new business, going through a divorce, or planning your estate, Jones & Devoy is here to provide you with the support you need. With glowing testimonials from satisfied clients, our firm is known for its knowledgeable and approachable lawyers who prioritize client satisfaction. Serving clients in San Francisco and the surrounding areas, including Walnut Creek, Palo Alto, and Oakland, Jones & Devoy is committed to delivering top-notch legal services tailored to your specific needs. Trust us to handle your legal matters with professionalism and care.
Barbara Doherty JDLLM
Barbara Doherty JDLLM is a reputable lawyer institution located at 164 Main Street in Los Altos, California. With a State Bar license in California since 2005 (State Bar No. 230958), Barbara Doherty JDLLM offers professional legal services to clients in need of expert representation. Whether you are facing a personal injury case, need assistance with estate planning, or require legal counsel for a business matter, Barbara Doherty JDLLM has the experience and expertise to guide you through the legal process. Visit their Yelp pages in Palo Alto and Oakland for more information and client reviews.
North Weber & Baugh LLP
North Weber & Baugh LLP is a prestigious law firm located in Palo Alto, California. With a prime location on Hillview Avenue, this institution offers expert legal services in various areas of law. The team of skilled attorneys at North Weber & Baugh LLP is dedicated to providing top-notch representation and personalized attention to each client. Whether you are in need of legal advice for business matters, estate planning, or litigation, this firm has the knowledge and experience to assist you. Trust North Weber & Baugh LLP for all your legal needs in Palo Alto and beyond.
David A. Nearon
David A. Nearon is a reputable law firm located at 2225 East Bayshore Road in Palo Alto, California, United States. Specializing in various areas of law, the institution is known for its commitment to providing top-notch legal services to their clients. With a team of experienced and knowledgeable lawyers, David A. Nearon is dedicated to helping individuals and businesses navigate the complexities of the legal system. Whether you are in need of assistance with a personal injury case, a business dispute, or estate planning, the professionals at David A. Nearon are here to help. Contact them today to schedule a consultation and learn more about how they can assist you with your legal needs.
Law Offices of John C. Martin, P.C.
The Law Offices of John C. Martin, P.C. is a trusted institution located at 636 Middlefield Road in Palo Alto, California. Led by John C. Martin, Esq., who is certified as a Specialist in Estate Planning, Trust and Probate Law by the State Bar of California’s Board of Legal Specialization, our firm offers expert guidance in various areas of estate planning. Whether you need assistance with establishing living trusts, transferring wealth to the next generation, protecting beneficiaries, or handling trust and estate litigation matters, we are here to help. Our diverse clientele includes families, married couples, business owners, individuals with charitable goals, high risk professionals, and more. From our convenient location in Palo Alto, we serve clients throughout the Silicon Valley and San Francisco Bay Area. In addition, we regularly provide updates and insights on estate planning in the Silicon Valley Estate Planning Journal.
Cahners & Samuels
Cahners & Samuels is a reputable law firm located at 550 Hamilton Avenue in Palo Alto, California. With a team of experienced lawyers, they provide top-notch legal services to clients in a wide range of practice areas. From business law to estate planning, Cahners & Samuels is dedicated to providing personalized and effective representation to meet the unique needs of each client. With a commitment to excellence and a track record of success, they are a trusted resource for individuals and businesses seeking legal guidance in the United States.
Law Offices of Jotham S. Stein P.C.
The Law Offices of Jotham S. Stein P.C. is a prestigious legal institution located in Palo Alto, California. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. With a commitment to excellence and a track record of success, we strive to achieve the best possible outcomes for our clients. Whether you are in need of legal representation for personal injury, business law, or estate planning, our skilled attorneys are here to help. Contact us today at 260 Sheridan Avenue to schedule a consultation and see how we can assist you with your legal needs.
Tien Law Firm
Tien Law Firm is a reputable legal institution located at 3000 El Camino Real in Palo Alto, California. Our team of experienced attorneys is dedicated to providing high-quality legal services to clients in a variety of practice areas, including business law, real estate law, estate planning, and more. We pride ourselves on our commitment to excellence, professionalism, and client satisfaction. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Tien Law Firm is here to help. Contact us today to schedule a consultation with one of our skilled attorneys.
Kohler Legacy Law Group
Kohler Legacy Law Group is a trusted institution located in downtown Los Altos, California, United States. Our office is conveniently situated on the corner of Whitney Street and Third Street, just across from the 76 gas station and Comerica Bank. With underground parking accessible from Third Street and street parking available on Whitney Street, visiting us is easy and convenient. At Kohler Legacy Law Group, we specialize in estate planning and trust and estate administration services. Our mission is to help you create a personalized estate plan that reflects your unique legacy, ensuring that your wishes are carried out for generations to come. Whether you are located in Silicon Valley or the surrounding areas such as Los Altos Hills, Palo Alto, Saratoga, San Jose, Menlo Park, Redwood City, or San Mateo, we are here to assist you every step of the way.
Law Office of Einat Arbel
The Law Office of Einat Arbel is a prestigious legal firm located at 2225 East Bayshore Road in Palo Alto, California. Specializing in a wide range of legal services, including business law, real estate law, and estate planning, our team of experienced attorneys is dedicated to providing exceptional representation and personalized solutions for our clients. With a commitment to excellence and a track record of success, the Law Office of Einat Arbel is the trusted choice for individuals and businesses seeking expert legal advice and representation in the United States.
Evans & Davis, PLLC
Evans & Davis, PLLC is a prestigious law firm located at 2100 Geng Road in Palo Alto, California. With a team of experienced attorneys, they specialize in a wide range of legal services including estate planning, business law, real estate transactions, and more. Clients can expect personalized attention and expert guidance to help them navigate complex legal matters. Whether you are looking to protect your assets, start a new business, or buy/sell property, Evans & Davis, PLLC is dedicated to providing top-notch legal representation to clients in the United States.
Law Office of Timothy Gomes
The Law Office of Timothy Gomes is a reputable legal firm located at 4137 Abel Avenue in Palo Alto, California. With a focus on providing expert legal services to clients in need of assistance with various legal matters, Timothy Gomes and his team are dedicated to delivering personalized and effective solutions. Specializing in areas such as family law, estate planning, and business law, the firm is committed to delivering top-notch legal advice and representation to clients in the Palo Alto area and beyond. With a strong track record of success and a commitment to client satisfaction, the Law Office of Timothy Gomes is a trusted name in the legal community.
Compass Legal
Compass Legal, located at 125 University Avenue in Palo Alto, California, is a trusted institution specializing in estate planning, trust administration, and probate services. With a focus on providing personalized and comprehensive legal solutions, Compass Legal helps clients navigate the complexities of estate management with confidence and peace of mind. Our experienced team is dedicated to guiding individuals and families through the process of creating and executing effective estate plans, ensuring their assets are protected and their wishes are carried out. At Compass Legal, we believe in facing challenges head-on and empowering our clients to make informed decisions for their future. Trust us to provide the guidance and support you need for all your estate planning needs.
Law Office of Cynthia R. Adwere
The Law Office of Cynthia R. Adwere is a reputable legal institution located at 2625 Middlefield Road in Palo Alto, California, United States. Specializing in various areas of law, including but not limited to, family law, estate planning, and civil litigation, Attorney Cynthia R. Adwere provides expert legal counsel and representation to clients in the Palo Alto area. With a strong commitment to professionalism, integrity, and personalized service, the Law Office of Cynthia R. Adwere is dedicated to helping clients navigate the legal system with confidence and achieve the best possible outcomes for their legal matters.
Summerall Law PC
Summerall Law PC is a lawyer institution located at 2100 Geng Road, Palo Alto, California, United States. Specializing in estate planning, they strive to make the process fast, friendly, easy, and affordable for their clients. They offer services such as Power of Attorney, Health Care Directives, Wills, Trusts, and Probates. The institution aims to help individuals avoid probate, save time and money for their loved ones, and ensure that their assets are distributed according to their wishes. The team at Summerall Law PC is dedicated to providing clarity, warmth, and respect to their clients, making tough choices easier and reducing potential family feuds. With a simple and organized process, clients can have peace of mind knowing that their affairs are in order. The founder and managing attorney, Sarah Summerall, is committed to making legal documents accessible to all families, not just the wealthy. Whether it's international relatives, same-sex couples, or special needs beneficiaries, Summerall Law PC is prepared to assist with a plan that fits the unique needs of each client. With a focus on quick responses, affordable prices, and personalized attention, Summerall Law PC is here to help clients navigate the estate planning process with ease.
The Law Offices of Michael J. Repka
The Law Offices of Michael J. Repka is a prestigious legal firm located at 1717 Embarcadero Road in Palo Alto, California, United States. Specializing in various areas of law, including estate planning, real estate law, and business law, our team of experienced attorneys is dedicated to providing top-notch legal representation and personalized service to our clients. With a reputation for excellence and a track record of success, we are committed to helping individuals and businesses navigate the complexities of the legal system with confidence and peace of mind. Contact us today for expert legal advice and representation.
Ehrman Richard L Attorney
Ehrman Richard L Attorney, located at 285 Hamilton Avenue in Palo Alto, California, is a trusted law firm with over 70 years of experience serving successful individuals and businesses in Silicon Valley and throughout California. Specializing in various areas of transactional law and civil litigation, including business, employment, intellectual property, real estate, and trusts and estates matters, our team of experienced attorneys provides superior outcomes for our select clients. Our Business Group attorneys offer expert counsel and tailored solutions to address our clients' legal needs. Our employment attorneys provide responsive and strategic counseling services, while our team also assists clients with preserving proprietary information and navigating complex litigation matters.
The Curtis Group - Morgan Stanley
The Curtis Group - Morgan Stanley is a finance institution located at 1400 Page Mill Road in Palo Alto, California, United States. As part of the renowned Morgan Stanley brand, The Curtis Group offers a wide range of financial services including investment management, wealth management, and financial planning. With a team of experienced professionals, they strive to provide personalized solutions to help their clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, The Curtis Group - Morgan Stanley is dedicated to providing top-notch financial services tailored to your individual needs.
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