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TOP 30 Trusts and estates planning in Folsom, CA
28 results found
Search for local businesses, places and services near you
California Probate and Trust, PC
California Probate and Trust, PC is a reputable law firm specializing in probate and trust matters. Located at 1024 Iron Point Road in Folsom, California, their team of experienced lawyers is dedicated to guiding clients through the complex legal processes involved in estate planning, probate administration, and trust management. With a commitment to providing personalized and professional service, California Probate and Trust, PC is a trusted resource for individuals and families seeking expert legal guidance in the areas of probate and trust law.
Estate Protectors
Estate Protectors is a trusted finance institution located at 101 Parkshore Drive in Folsom, California, United States. We specialize in providing comprehensive estate planning services to help protect and preserve your assets for future generations. Our team of experienced professionals is dedicated to helping you navigate the complexities of financial planning and ensure that your estate is secure. Contact us today to learn more about how Estate Protectors can help you safeguard your financial legacy.
Ryan Kelly - SAFE Financial Services - Wealth Advisor
Ryan Kelly - SAFE Financial Services - Wealth Advisor is a leading finance institution located in Granite Bay, California. As a trusted wealth advisor, Ryan Kelly provides personalized financial solutions to help individuals and families achieve their financial goals. With years of experience and expertise in the field, Ryan Kelly offers a wide range of services including investment management, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Ryan Kelly is dedicated to providing top-notch financial advice and guidance. Visit us at 8789 Auburn Folsom Road to learn how we can help you secure your financial future.
Law Offices of Daniel A. Hunt
The Law Offices of Daniel A. Hunt, located at 915 Highland Pointe Drive in Roseville, California, is a trusted institution specializing in California Estate Planning. With a strong emphasis on core values and a client-centered approach, our firm has been providing superior legal services for over a decade. Our team of experienced estate planning attorneys offers in-person, telephonic, and virtual appointments at our three Northern California offices in Sacramento, Roseville, and Folsom, as well as satellite offices in various locations across California. Whether you are a trustee, beneficiary, or in need of assistance with probate or trust administration, our team is here to help guide you through the legal process. We also offer educational tools, resources, and events to help you find solutions to your legal problems. Download our free eBook, “Estate Planning Essentials,” and register for our upcoming seminar to learn more about how we can assist you in finding peace of mind.
The Law Office of Thomas D. Reid, APC
The Law Office of Thomas D. Reid, APC is a trusted institution located at 9700 Fair Oaks Boulevard in Fair Oaks, California, United States. Specializing in estate planning, living trusts, probate, trust administration, and trust and estate litigation services, our professional team offers a range of services including wills, living trusts, durable power of attorney, advance health care directives, and HIPAA releases. We understand the stress that comes with the passing of a loved one, and we are here to guide you through the probate process with ease. Our trust administration services ensure that the decedent's wishes are strictly followed, and in cases of litigation, we advocate for your rights to be protected.
Martin & Martin Law Offices
Martin & Martin Law Offices is a reputable legal institution located at 9529 Folsom Boulevard in Sacramento, California. Specializing in various areas of law, our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. Whether you are facing a personal injury case, a criminal matter, or need assistance with estate planning, our skilled lawyers are here to help. With a strong reputation for success and a commitment to client satisfaction, Martin & Martin Law Offices is the trusted choice for legal representation in the Sacramento area. Contact us today to schedule a consultation and learn more about how we can assist you with your legal needs.
Sapphire Law Group
Sapphire Law Group is a unique law firm located at 111 Woodmere Road in Folsom, California. Our firm prides itself on providing exceptional legal expertise while building personalized relationships with each client. Inspired by the wisdom and protection symbolized by sapphires, our team is committed to serving the communities of Folsom, El Dorado Hills, Granite Bay, Truckee, North Tahoe, and South Orange County. Specializing in estate planning, business planning, and trust and estates services, Sapphire Law Group offers comprehensive legal solutions to protect assets and ensure a smooth transfer of wealth. Our experienced attorneys tailor each document to meet the unique needs of our clients, whether they are creating estate plans, forming entities, or managing complex real estate and business assets.
Beaudry Law Offices, Inc.
Beaudry Law Offices, Inc. is a reputable institution located at 4811 Chippendale Drive in Sacramento, California, United States. Specializing in various legal services including Estate Planning, Business Planning, and Contracts, the experienced lawyers at Beaudry Law Offices, Inc. are dedicated to providing high-quality legal representation to clients in Rocklin, Roseville, Lincoln, Loomis, El Dorado Hills, Granite Bay, Folsom, Auburn, Davis, and the greater Sacramento area. With a focus on Estate Planning services such as Wills, Trusts, and Durable Power of Attorney, as well as Business Planning services for Corporations, Limited Partnerships, LLCs, LLPs, and Nonprofits, Beaudry Law Offices, Inc. offers comprehensive legal solutions tailored to each client's specific needs. From drafting and reviewing contracts to negotiating and mediating legal disputes, the team at Beaudry Law Offices, Inc. is committed to providing efficient and effective legal services.
Law Office of Eddie Adams
The Law Office of Eddie Adams is a trusted institution located at 4880 Douglas Boulevard in Granite Bay, California, United States. Specializing in finance and legal services, Attorney Eddie Adams has over 25 years of experience in handling business and estate planning matters. With five convenient locations in Placer County, El Dorado County, and Sacramento County, including El Dorado Hills, Folsom, Rocklin, and Granite Bay, the Law Office of Eddie Adams is committed to providing top-notch legal representation to clients. Contact them today to schedule a free consultation and find out how they can assist with your legal needs.
Law Offices of Adams & Corzine
The Law Offices of Adams & Corzine is a prestigious law firm located at 740 Oak Avenue Parkway in Folsom, California. Specializing in various areas of law, our team of experienced attorneys are dedicated to providing top-notch legal services to our clients. With a strong reputation for professionalism and success, we strive to achieve the best possible outcomes for each case we handle. Whether you are in need of legal representation for personal injury, family law, or criminal defense matters, you can trust Adams & Corzine to advocate for your rights and interests. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
McCrary Law Firm
McCrary Law Firm is a reputable legal institution located in Folsom, California. Our team of experienced lawyers is dedicated to providing top-notch legal services to clients in need of assistance with various legal matters. Whether you are facing a personal injury case, need help with estate planning, or require representation in a business dispute, our skilled attorneys are here to guide you through the legal process. With a commitment to excellence and a track record of successful outcomes, McCrary Law Firm is the trusted choice for all your legal needs. Visit us at 50 Iron Point Circle to schedule a consultation today.
McCunn Law
McCunn Law is a reputable law firm located in Granite Bay, California, specializing in providing legal services in various areas of law. With a team of experienced and dedicated lawyers, McCunn Law is committed to providing high-quality legal representation to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice for a business matter, the professionals at McCunn Law are here to help. Conveniently located at 8780 Auburn Folsom Road, McCunn Law is easily accessible to clients in the Granite Bay area and beyond. Trust McCunn Law to handle your legal needs with expertise and care.
Bissell Law Corporation
Bissell Law Corporation is a reputable law firm located at 193 Blue Ravine Road in Folsom, California. Specializing in various areas of law, the experienced attorneys at Bissell Law Corporation are dedicated to providing high-quality legal representation to their clients. Whether you are in need of assistance with personal injury cases, business law, estate planning, or any other legal matter, the professionals at Bissell Law Corporation are here to help. With a commitment to excellence and a strong track record of success, you can trust Bissell Law Corporation to handle your legal needs with skill and expertise. Contact them today to schedule a consultation and see how they can assist you.
CunninghamLegal
CunninghamLegal is a finance and lawyer institution located at 1024 Iron Point Road, Folsom, California, United States. They offer more than just a Will; they provide Living Trusts and smart Estate Plans tailored to each family's unique needs. Their knowledgeable and caring attorneys guide clients through the complex process of asset allocation within a Living Trust upon death. CunninghamLegal also offers tax planning services for high net worth families, real estate legal services for investors, and comprehensive legal services for trust administration, probate representation, and more. Their team of California Trust, Tax Planning, and Real Estate attorneys take a personal approach to understanding clients' assets, goals, and concerns, designing customized plans to protect and transfer multi-generational wealth. With offices throughout California, including Northern and Southern regions, CunninghamLegal offers estate planning services both in-person and over phone or videoconference.
Donald P. Madsen, Attorney At Law
Donald P. Madsen, Attorney At Law is a reputable finance and legal institution located at 81 Blue Ravine Road in Folsom, California, United States. With a strong focus on providing expert legal advice and representation in financial matters, Donald P. Madsen and his team offer a wide range of services to individuals and businesses alike. From estate planning to business law, this institution is dedicated to helping clients navigate the complexities of the legal system with confidence and ease. Trust in Donald P. Madsen, Attorney At Law for all your financial and legal needs.
CunninghamLegal
CunninghamLegal is a trusted institution located at 200 Auburn Folsom Road in Auburn, California, offering a wide range of legal services specializing in estate planning, trust administration, asset protection, probate law, elder law, and more. Founded by lead attorney Jim Cunningham, the firm is dedicated to helping clients in Placer County, Nevada County, and El Dorado County with their estate planning needs. With a team of experienced living trust attorneys, CunninghamLegal continues the legacy of local attorney Ann Armstrong, providing personalized and respectful legal services to clients in the Auburn area. The firm also acquired the law practice of Attorney Mark Hyjek, known for his expertise in Medi-Cal planning and long-term care.
The Law Offices of Michelle L. Stowell
The Law Offices of Michelle L. Stowell is a reputable legal firm located at 620 Coolidge Drive in Folsom, California. Specializing in various areas of law, including personal injury, family law, and estate planning, the dedicated team at this institution is committed to providing top-notch legal representation and guidance to their clients. With a strong track record of successful cases and a reputation for excellence, the Law Offices of Michelle L. Stowell is a trusted choice for individuals seeking experienced and compassionate legal assistance in the Folsom area.
The Chubb Law Firm
The Chubb Law Firm, located at 1833 Iron Point Road in Folsom, California, is a trusted institution specializing in long-term care planning and estate law. They help individuals navigate the complexities of government benefits such as Medi-Cal and Veterans Administration, ensuring protection and resources while maintaining eligibility for critical public benefits. Their services include creating comprehensive healthcare directives that outline medical and end-of-life care preferences, as well as appointing a trusted individual to make decisions on your behalf. The firm, led by California-based Life Transitions Lawyer Heather R. Chubb, emphasizes the importance of developing and implementing a plan that cares for you and your loved ones at every stage of life.
Law Office of Cheryl L. Sommers
The Law Office of Cheryl L. Sommers is a trusted legal institution located at 312 Natoma Street in Folsom, California. Specializing in various areas of law, including family law, estate planning, and business law, Cheryl L. Sommers and her team provide expert legal advice and representation to clients in the Folsom area and beyond. With a commitment to professionalism, integrity, and personalized service, the Law Office of Cheryl L. Sommers is dedicated to helping clients navigate the complexities of the legal system and achieve the best possible outcomes for their cases.
Eric R Brown A Pro Law Corporation
Eric R Brown A Pro Law Corporation is a reputable law firm located at 8801 Folsom Boulevard in Sacramento, California. Specializing in various areas of law, the firm is committed to providing exceptional legal services to clients in need. With a team of experienced and dedicated lawyers, Eric R Brown A Pro Law Corporation strives to achieve the best possible outcomes for their clients. Whether you are facing a personal injury case, need assistance with estate planning, or require legal representation for a business matter, you can trust the professionals at Eric R Brown A Pro Law Corporation to provide you with expert guidance and support. Contact them today for a consultation and see how they can help you with your legal needs.
Kingsley Bogard
Kingsley Bogard is a prestigious law firm located at 600 Coolidge Drive in Folsom, California, United States. With a team of highly skilled and experienced lawyers, Kingsley Bogard specializes in providing top-notch legal services to clients in various practice areas. From personal injury cases to business law and estate planning, the firm is dedicated to delivering exceptional representation and achieving the best possible outcomes for their clients. With a commitment to excellence and a track record of success, Kingsley Bogard is a trusted name in the legal community.
The MosaicPointe Wealth Management Group - Morgan Stanley
The MosaicPointe Wealth Management Group at Morgan Stanley is a leading financial institution located at 2365 Iron Point Road in Folsom, California. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized wealth management strategies, we offer a wide range of services including investment planning, retirement planning, estate planning, and more. Trust in our expertise and commitment to providing top-notch financial solutions for individuals, families, and businesses. Visit us today to start building a secure financial future.
Leonard Simpson 20/20 Financial Advisers of Sacramento, L.L.C.-Financial Advisor
Leonard Simpson 20/20 Financial Advisers of Sacramento, L.L.C. is a leading financial advisory firm located in Folsom, California. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a wide range of services including investment planning, retirement planning, estate planning, and insurance solutions. Trust Leonard Simpson 20/20 Financial Advisers to provide you with personalized and comprehensive financial advice tailored to your individual needs. Visit us at 1837 Iron Point Road to start planning for a brighter financial future today.
Catherine Heath - Financial Advisor, Ameriprise Financial Services, LLC
Catherine Heath is a Financial Advisor at Ameriprise Financial Services, LLC located at 1130 Iron Point Road, Folsom, California, United States. She holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Catherine Heath is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. She has expertise in asset management, investment strategies, estate planning, retirement planning, insurance products, and more. With a strong commitment to ethics and ongoing education, Catherine Heath is a trusted advisor in the field of finance."
Claycomb Wealth Management
Claycomb Wealth Management is a prestigious financial institution located at 1024 Iron Point Road in Folsom, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. We offer a wide range of services including investment management, retirement planning, estate planning, and more. At Claycomb Wealth Management, we prioritize building long-term relationships with our clients based on trust, integrity, and expertise. Contact us today to learn how we can help you secure your financial future.
Edward Jones - Financial Advisor: Ricardo Aguilera, ChFC®|CLU®
Edward Jones - Financial Advisor: Ricardo Aguilera, ChFC®|CLU® is a reputable finance institution located at 950 Glenn Drive in Folsom, California. As a Certified Financial Planner and Chartered Life Underwriter, Ricardo Aguilera offers expert financial advice and services to help clients plan for their future and achieve their financial goals. With a focus on personalized and comprehensive financial planning, clients can trust in Ricardo Aguilera to provide them with tailored solutions to meet their unique needs. Whether it be retirement planning, investment strategies, estate planning, or insurance solutions, clients can rely on the expertise and professionalism of Ricardo Aguilera at Edward Jones.
David Vonasek, Financial Advisor
David Vonasek, Financial Advisor is a reputable finance institution located at 400 Auburn Folsom Road in Auburn, California, United States. With a strong focus on providing personalized financial advice and guidance, David Vonasek is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest in the stock market, or save for your child's education, David Vonasek offers tailored solutions to meet your unique needs. Trust in David Vonasek, Financial Advisor to provide expert financial advice and support to help you make informed decisions and achieve financial success.
Mathews Capital Management LLC
Mathews Capital Management LLC is a leading finance institution located at 705 Gold Lake Drive in Folsom, California, United States. With a team of experienced professionals, they provide expert financial advice and management services to help clients achieve their investment goals. Specializing in wealth management, retirement planning, and investment strategies, Mathews Capital Management LLC is dedicated to helping individuals and businesses secure their financial future. Whether you are looking to grow your wealth or plan for retirement, they offer personalized solutions tailored to your specific needs and objectives. Trust Mathews Capital Management LLC to guide you towards financial success and stability.
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