Personalized trust administration in Walnut Creek, California
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Absolute Trust Counsel
● ClosedAbsolute Trust Counsel is a reputable law firm located at 2890 North Main Street in Walnut Creek, California, United States. Specializing in estate planning, the team at Absolute Trust Counsel believes that a will is not enough to secure your legacy. With their actionable guidebook, they help individuals protect their assets and plan for the future. Their lead attorney, Kirsten Howe, is praised for her exceptional service and support during difficult times. Whether it's setting up trust accounts, updating wills, or navigating the complexities of estate administration, Kirsten and her team provide professional and efficient legal services with a personal touch.
2890 N Main St #206, Walnut Creek, CA 94597, United States -
CunninghamLegal
● OpenCunninghamLegal is a renowned institution located at 6200 Antioch Street, Oakland, California, United States. Specializing in estate planning and trust administration, CunninghamLegal is the go-to firm for individuals and families in Montclair Village, Oakland Hills, Piedmont, Alameda, San Leandro, Valle Vista, Berkeley, Moraga, Lafayette, Orinda, and Walnut Creek. Led by CEO and lead Attorney Jim Cunningham, the firm offers a wide range of legal services including asset protection, probate law, elder law, and more. With a focus on professional development and education, the experienced attorneys at CunninghamLegal stay up-to-date on the ever-changing laws surrounding estate planning. Jim Cunningham, a Certified Specialist in Estate Planning, Trust, and Probate Law, leads the team of dedicated attorneys who provide personalized and comprehensive legal services to clients of all backgrounds. Whether you need assistance with drafting a living trust, creating a will, or navigating probate proceedings, CunninghamLegal is here to guide you through every step of the process. Contact CunninghamLegal today to schedule an appointment and ensure your estate plan is in line with your current family situation and the latest laws.
6200 Antioch St, Oakland, CA 94611, United States -
Van Brusselen Law, PC
● OpenVan Brusselen Law, PC is a prestigious law firm located at 2855 Mitchell Drive in Walnut Creek, California. The firm was founded by Rebecca Van Brusselen, a highly accomplished attorney with expertise in Family Law, Probate, and Estate Planning. Rebecca graduated at the top of her class from John F. Kennedy University and has been recognized as a "Rising Star" by Super Lawyers. She is known for her exceptional litigation skills and experience in mediation, providing personalized legal services tailored to the unique needs of her clients. Rebecca will be opening Van Brusselen Law, PC on January 1, 2022, with the support and mentorship of Barbara E. Scramstad, a seasoned attorney with nearly thirty years of experience. Barbara is a Certified Family Law Specialist and a respected member of the legal community in Contra Costa and Alameda County. She is also actively involved in community service, volunteering for the Leukemia & Lymphoma Society's Team in Training program.
2855 Mitchell Dr, Walnut Creek, CA 94598, United States -
CunninghamLegal
● OpenCunninghamLegal is a trusted institution located at 1255 Treat Boulevard in Walnut Creek, California. Specializing in estate planning and living trusts, our team of attorneys, led by founder and CEO Jim Cunningham, offers a wide range of legal services including California Estate Planning, Trust Administration, Asset Protection, Probate Law, Advanced Tax Planning, Elder Law, and more. Jim Cunningham is a Certified Specialist in Estate Planning, Trust, and Probate Law, recognized by the State Bar of California Board of Specialization. Our office in Walnut Creek serves clients throughout Contra Costa County and the surrounding areas, providing personalized and expert guidance in creating California Living Trusts. With a focus on professional development and staying up-to-date on the ever-changing laws surrounding estate planning, our team ensures that every client receives the best possible advice and support.
1255 Treat Blvd suite 300, Walnut Creek, CA 94597, United States -
Newport Group, Inc
● OpenNewport Group, Inc is a financial services institution located at 1350 Treat Boulevard in Walnut Creek, California, United States. With a focus on retirement and employee benefit plans, Newport Group offers a wide range of services including investment management, consulting, and administrative support. Their team of experts are dedicated to helping clients achieve their financial goals and navigate the complex world of retirement planning. With a commitment to excellence and a personalized approach, Newport Group is a trusted partner for individuals and businesses seeking financial security and peace of mind.
1350 Treat Blvd # 300, Walnut Creek, CA 94597, United States -
Cetera Retirement Plan Specialists
● OpenCetera Retirement Plan Specialists, located in Walnut Creek, California, has been a trusted partner for financial advisors and plan sponsors for over 30 years. They offer customized retirement plan design, administration services, and personal consulting to help businesses create strategic advantages. As a third-party administrator, they work efficiently to provide clients with the retirement plan services they need, all while maintaining the trusted relationship with their financial advisor. Their mission is to support financial professionals in helping businesses establish workplace retirement savings programs, so employees can achieve their financial goals. With decades of experience in retirement plan creation and employee benefit plan administration, the team at Cetera Retirement Plan Specialists is dedicated to managing and regulating retirement plans to make the complex easier for businesses.
2125 Oak Grove Rd, Walnut Creek, CA 94598, United States -
Rex Crandell Firm
● ClosedThe Rex Crandell Firm, located at 3000 Citrus Circle in Walnut Creek, California, is a trusted institution specializing in tax and estates & trusts services. With over 40 years of experience, Rex Crandell offers expertise in preparing tax returns, estate planning, estate administration, and probate. The firm provides a range of services including income taxes, trusts, estate planning, probate, and deeds. Due to the Covid-19 pandemic, meetings are currently being conducted through Zoom for the safety and convenience of clients. The firm offers comprehensive estate planning and trust services such as revocable living trusts, wills, durable powers of attorney, advance healthcare directives, and probate filings. They also provide income tax preparation, tax planning, tax problem resolution, and new business formation services.
3000 Citrus Cir #207, Walnut Creek, CA 94598, United States
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