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TOP 30 Steps in estate planning in California
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Search for local businesses, places and services near you
Mission Wealth - Santa Barbara
Mission Wealth in Santa Barbara, California, is a finance institution dedicated to providing caring advice that empowers individuals and families to achieve true wealth. Located at 1111 Chapala Street, our high-touch service is tailored to meet the unique needs of each family. Our Family Office Solution offers sophisticated planning and expertise to support your family's wealth and life goals. With a team of professionals specializing in investments, taxes, estate planning, and asset protection, we work alongside your trusted advisors to address your family's specific needs and complexity. Through our boutique offering, we create bespoke strategies to address your evolving needs and long-term goals, while our family governance services help establish and instill your family values for a lasting legacy.
S & C Notary Public Services
S & C Notary Public Services is a trusted institution located at 15409 South Western Avenue in Gardena, California. Specializing in accounting and finance services, we provide expert notary public services to meet all of your legal document needs. Our team of professionals is dedicated to ensuring that your important documents are properly notarized and executed with accuracy and efficiency. Trust S & C Notary Public Services for all of your notary needs in Gardena and beyond.
Maximum Fico Score Credit Counseling company
Maximum Fico Score Credit Counseling company is a finance and real estate agency located at 4646 Wilson Road, Bakersfield, California, United States. Discover your financial potential with exceptional credit counseling services that focus on repairing inaccurate and unfair credit reporting. Our experts offer FREE personalized Credit Fico Score Analysis and review reports from Experian, TransUnion, and Equifax with a Professional Credit Analyst. We assist in identifying adverse factors affecting your credit score and craft personalized strategies to enhance your financial standing.
South Bay Financial Partners
South Bay Financial Partners, located at 21515 Hawthorne Boulevard in Torrance, California, is a finance institution dedicated to helping individuals live their best financial lives. With over 25 years of experience in the industry, they offer services such as financial planning, debt management, investing, taxes, insurance, estate planning, and retirement transitions. Their mission is to assist as many people as possible in achieving financial wellness. They provide three types of services to meet a variety of needs, including a subscription-based virtual community for learning about personal finances and a FreshStart Program designed for new clients to create achievable financial plans.
H5 Financial - Shelly Heimer, Mortgage Loan Officer-NMLS: 272663 (Home Loans)
H5 Financial, led by Mortgage Loan Officer Shelly Heimer, is a finance institution located at 311 12th Street in Ramona, California, United States. Our goal is to help you obtain a home loan that takes advantage of current favorable mortgage rates, making your dream home a reality. We offer fast and simple tools to determine your eligibility for free. With today's interest rates, you can secure favorable terms to keep your home budget-friendly or increase your equity through renovations. Don't settle for the first offer you receive - explore your options with our rate comparison tools to find the best plan for your home-buying strategy.
Northwestern Mutual Life Insurance
Northwestern Mutual Life Insurance, located at 10924 Vulcan Street, South Gate, California, is an insurance agency that offers personalized financial planning services to help protect your family and achieve your goals. Our financial advisors understand your priorities and guide you through life's changes, offering a comprehensive plan that balances your current and future needs. With top ratings from major agencies and recognition for customer experience, we provide a range of financial options tailored to your goals. Whether you're planning for retirement, buying a home, or starting a family, our advisors will help you make the most of your resources. Through our commitment to diversity and inclusion, we create a culture of respect for employees, advisors, clients, and communities. Take the first step towards your financial goals by connecting with one of our advisors today.
Cardoza Services, Income Tax, Notary Public, Auto Insurance, and Living Trust and Will Packets
Cardoza Services is a comprehensive institution offering a range of financial services including income tax preparation, notary public services, auto insurance, and living trust and will packets. Located at 1118 North Avalon Boulevard in Los Angeles, California, this accounting, finance, and insurance agency is dedicated to providing expert assistance to individuals and businesses in managing their financial affairs. Whether you need help with tax filings, legal documentation, insurance coverage, or estate planning, Cardoza Services is here to support you every step of the way. Trust our experienced professionals to guide you through the complexities of financial management with efficiency and expertise.
Rory A Hanson Inc
Rory A Hanson Inc is a reputable institution located at 305 K Street in Eureka, California, United States. Specializing in providing top-notch financial services, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. With a commitment to excellence and personalized service, we offer a wide range of financial solutions tailored to meet our clients' specific needs. Whether you are looking for investment advice, retirement planning, tax services, or estate planning, Rory A Hanson Inc is here to help you navigate the complex world of finance with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards a secure financial future.
NorCal Legal Documents & Attorney Support
NorCal Legal Documents & Attorney Support is a professional institution located at 2559 Lakeshore Boulevard in Lakeport, California. Our team of experienced professionals provides a range of legal document preparation services and attorney support to individuals and businesses in the area. Whether you need help with estate planning, divorce paperwork, or business contracts, our knowledgeable staff is here to assist you every step of the way. Trust NorCal Legal Documents & Attorney Support for all your legal document needs in Lakeport, California.
Don Anderson law offices
Don Anderson Law Offices is a trusted legal firm located at 2480 South Main Street in Lakeport, California. Our team of experienced attorneys specializes in a wide range of legal services, including personal injury, family law, criminal defense, and estate planning. We are dedicated to providing our clients with expert legal representation and personalized attention to help them navigate through complex legal matters. Whether you are facing a legal dispute or planning for the future, Don Anderson Law Offices is here to assist you every step of the way. Contact us today to schedule a consultation.
Hauptman Law Office: Hauptman Mitchell
Hauptman Law Office: Hauptman Mitchell is a reputable law firm located at 333 Armstrong Street in Lakeport, California. Specializing in various legal matters, the firm is known for its dedication to providing high-quality legal services to clients in the United States. With a team of experienced lawyers, Hauptman Law Office: Hauptman Mitchell is committed to helping individuals navigate through complex legal issues with professionalism and expertise. Whether you are in need of legal representation for personal injury cases, family law matters, or estate planning, this institution is here to assist you every step of the way.
Law Offices of Megan D. Lankford
The Law Offices of Megan D. Lankford, located at 5716 Main Street in Kelseyville, California, is dedicated to providing exceptional legal services in the areas of estate planning, probate, trust administration, conservatorship services, and special needs planning. With a focus on personalized attention and tailored solutions, we assist clients of all asset levels in navigating the complexities of life's different stages. Our team is well-versed in the latest policies and laws, ensuring that our clients receive prompt, responsive, and respectful service. We strive to offer peace of mind by crafting flexible, efficient, and cost-effective plans that address individual challenges, whether it be minimizing taxes, transferring wealth, preserving assets, or planning for the future of a child with special needs.
Law Office of David P. Gardner
The Law Office of David P. Gardner is a trusted institution located at 1390 North McDowell Boulevard in Petaluma, California. As a dedicated lawyer, David P. Gardner provides personalized and professional services to his clients, whether it be in the areas of bankruptcy, negotiated debt settlement, trademarks, or copyrights. With numerous 5-star reviews from satisfied clients, David ensures that every client understands each step of the legal process. Clients appreciate David's convenient meeting times and locations, which allows them to avoid missing work or paying for childcare. Debt resolution can be a difficult and emotional process, but David ensures that there is no judgment in his office. Testimonials from clients express gratitude for David's guidance, perseverance, and professionalism throughout their legal proceedings.
Ferchland Law Office
Ferchland Law Office is a reputable legal institution located at 420 Tesconi Circle in Santa Rosa, 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 in need of representation for a personal injury case, family law matter, or estate planning, Ferchland Law Office is here to assist you every step of the way. Trust us to provide expert legal guidance and representation to help you achieve the best possible outcome for your case. Contact us today to schedule a consultation and learn more about how we can help you with your legal needs.
O'Brien & Associates
O'Brien & Associates is a renowned financial consulting firm located at 755 Baywood Drive in Petaluma, California, United States. With a team of experienced professionals, we provide expert financial advice and services to help individuals and businesses achieve their financial goals. Whether you need assistance with investment planning, retirement planning, tax strategies, or estate planning, our team is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Copeland Law Firm, APC
Copeland Law Firm, APC is a reputable legal institution located in Sonoma, California. Specializing in various areas of law, the firm is dedicated to providing top-notch legal representation and advice to its clients. With a team of experienced and knowledgeable lawyers, Copeland Law Firm, APC is committed to helping individuals navigate through complex legal issues and achieve favorable outcomes. Whether you are dealing with a personal injury case, a family law matter, or need assistance with estate planning, the lawyers at Copeland Law Firm, APC are here to assist you every step of the way. Visit their office at 19201 Sonoma Highway to receive expert legal guidance and representation in Sonoma, California.
Eloy I. Trujillo
Eloy I. Trujillo is a reputable law firm located at 1300 1st Street in Napa, California, United States. Specializing in various areas of law, the institution is known for its experienced lawyers who provide expert legal advice and representation to clients. With a commitment to delivering personalized and effective legal solutions, Eloy I. Trujillo is dedicated to helping individuals navigate the complexities of the legal system and achieve favorable outcomes in their cases. Whether you are facing a criminal charge, dealing with a family law matter, or seeking assistance with estate planning, the lawyers at Eloy I. Trujillo are here to assist you every step of the way.
Eranthe Law
Eranthe Law is a reputable law firm located at 4040 Civic Center Drive in San Rafael, California. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Specializing in various areas of law, including personal injury, family law, and estate planning, we are committed to helping individuals navigate the complexities of the legal system. Whether you are facing a difficult legal issue or simply need guidance on a legal matter, Eranthe Law is here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you with your legal needs.
Law Office of Joseph M. Barton
The Law Office of Joseph M. Barton is a Larkspur-based law firm located in Marin County, California, dedicated to providing affordable and thoughtful estate planning and administration services. Our team is passionate about helping clients create lasting legacies that reflect their unique values and goals. We believe in the power of personalized planning and work collaboratively with each client to craft a plan that meets their individual needs. During a 60-minute consultation with our experienced attorney, we will discuss your family, finances, and goals to recommend the best estate planning tools for you. We understand that discussing personal matters can be uncomfortable, but rest assured that all information shared with us is confidential and used to design a tailored plan that achieves your objectives.
Law Offices Of Mark Gullotta
The Law Offices Of Mark Gullotta, located in Burlingame, California, offers expert legal services in estate planning. With a focus on protecting your loved ones and assets, Mark Gullotta provides personalized and efficient assistance in creating living trusts, navigating probate, and administering estates. With virtual estate planning services available, you can plan your estate from the comfort of your own home while still receiving top-notch service. Client testimonials highlight Mark's knowledge, patience, and affordability in handling estate planning matters. Whether you need help with creating a living trust or updating your estate planning documents, Attorney Mark Gullotta can guide you through every step of the process. Don't wait to secure your family's future - schedule a Zoom meeting with Mark Gullotta today to learn more about how he can help you protect what matters most.
Financial Advisor David McDonald New York Life
Financial Advisor David McDonald at New York Life in Willows, California offers a wide range of finance and insurance services to meet your individual needs and budget. Specializing in creating custom insurance and financial solutions, David works closely with clients to develop comprehensive approaches that address current needs, future goals, and wealth transfer to the next generation. From permanent life insurance policies with guaranteed benefits to investments designed to help pay for college expenses, David can help you navigate through various phases of life with expert guidance and personalized strategies. With a focus on protecting your family's future and ensuring financial security, David is committed to building long-term relationships with his clients. Whether you need help with retirement planning, estate planning, or simply understanding financial terminology, David McDonald is here to help you every step of the way. Contact him today to start planning for a secure financial future.
Jelena Kelleher Law
Jelena Kelleher Law, located at 215 West Portal Avenue in San Francisco, California, is a trusted institution specializing in estate planning. As a dedicated estate planning attorney, Jelena Kelleher helps clients create wills, trusts, trust administration, and navigate the probate process with ease. Jelena believes that the best gift you can leave behind for your loved ones is a well-thought-out estate plan that clearly outlines your wishes. By taking the time to plan for the future, you can alleviate stress and uncertainty for your family during difficult times.
Shjeflo, Riley & Cruz LLP
Shjeflo, Riley & Cruz LLP is a reputable law firm located at 2000 Alameda de las Pulgas in San Mateo, California, United States. Our team of experienced attorneys is dedicated to guiding you through the legal process with care and expertise. We understand that every case is unique, which is why we offer personalized solutions tailored to your specific needs. With over 40 years of experience serving clients in San Francisco and Silicon Valley, we have built a strong reputation for delivering successful results. Whether you need assistance with inheritance and estate planning for loved ones overseas or legal advice on a complex matter, our team is here to help.
Biddle Law | Alexander M. Biddle Esq.
Biddle Law, located at 1900 South Norfolk Street in San Mateo, California, is a trusted estate and probate law firm founded by attorney Alexander M. Biddle. With a focus on providing personalized and cost-effective legal services, Biddle Law aims to help clients in San Mateo County navigate complex estate planning matters with ease. As a dedicated and hard-working attorney, Alex Biddle is committed to offering top-notch customer service and building long-term relationships with his clients. Unlike other law firms that bill by the hour, Biddle Law primarily charges flat fees at competitive rates, ensuring transparency and certainty for clients. This approach allows clients to ask questions and seek guidance without worrying about additional costs.
Goldman Law Firm
Goldman Law Firm is a reputable legal institution located at 55 Main Street in Tiburon, California. Specializing in various areas of law, including personal injury, family law, and estate planning, the firm is dedicated to providing top-notch legal services to clients in need. With a team of experienced and knowledgeable lawyers, Goldman Law Firm is committed to delivering personalized and effective legal solutions to help clients navigate through their legal matters. Whether you are facing a complex legal issue or simply need legal advice, Goldman Law Firm is here to assist you every step of the way.
Cheasty, Cheasty & Malek
Cheasty, Cheasty & Malek is a reputable law firm located on Solano Avenue in Berkeley, California. In addition to serving clients in Albany, San Jose, and the Bay Area, our experienced personal injury lawyers are dedicated to helping individuals who have been injured due to the negligence of others. With a deep understanding of California personal injury law, our attorneys have successfully represented numerous clients and secured millions of dollars in compensation on their behalf. At Cheasty, Cheasty & Malek, we believe that you should not have to bear the financial burden of your injury alone. Our team of legal professionals is committed to providing you with strong representation and guiding you through every step of the legal process. We will work tirelessly to ensure that you receive the fair and full compensation you deserve for your injuries.
Law Office of Matthew W. Harris
The Law Office of Matthew W. Harris, located at 700 Larkspur Landing Circle in Larkspur, California, is dedicated to protecting families and preserving legacies. Led by Matthew W. Harris, Esq., LL.M, the institution offers a range of legal services including estate planning, conservatorship, probate, trust administration, and elder law. Their team specializes in helping individuals and families navigate the complexities of estate planning, ensuring that their assets and loved ones are protected. With a focus on personalized guidance, they strive to make the legal process as seamless and straightforward as possible for their clients.
Holman Law
Holman Law, formerly known as the Holman Kaye Law Group, is a trusted institution located at 873 Santa Cruz Avenue in Menlo Park, California. Specializing in accounting, finance, and legal services, Holman Law is dedicated to providing comprehensive estate planning and administration services to clients in the most tax-effective manner possible. With a focus on developing family and wealth protection plans, Holman Law has assisted numerous clients in achieving their personal goals. Whether a client's needs are basic or complex, the team at Holman Law works closely with individuals to understand their goals and craft a suitable plan to carry out their wishes.
Law Office of Christina Lopez
The Law Office of Christina Lopez is a reputable legal firm located at 2001 Clayton Road in Concord, California. Specializing in various areas of law, Christina Lopez and her team provide expert legal advice and representation to clients in need. With a commitment to professionalism, integrity, and personalized service, the Law Office of Christina Lopez is dedicated to helping individuals navigate the complexities of the legal system. Whether you are facing a criminal charge, dealing with a family law matter, or seeking assistance with estate planning, the experienced attorneys at this firm are here to assist you every step of the way. Contact the Law Office of Christina Lopez today to schedule a consultation and discuss your legal needs.
The Law Offices of Andrea Henson
The Law Offices of Andrea Henson is a reputable law firm located at 256 24th Street in Richmond, California, United States. Specializing in serving clients in Contra Costa and Alameda Counties, Attorney Andrea Henson and her team are dedicated to providing expert legal assistance in a way that is easy to understand. Legal matters can often be complex and overwhelming, but the team at The Law Offices of Andrea Henson is committed to guiding clients through the process with clear communication and tailored solutions. Whether you are facing a personal injury case, family law matter, or need assistance with estate planning, the firm will work closely with you to develop a plan that meets your needs and achieves the results you desire.
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