TOP 30 Wealth transfer in San Francisco, California

Von Rock Law, PC is a professional and experienced estate planning law firm located at 215 West Portal Avenue in San Francisco, California. Whether you are just starting out or nearing the end, their team can help preserve your legacy through comprehensive estate planning services. Their estate planning lawyers work closely with clients to ensure that their wishes are carried out after they pass away, providing peace of mind and security for their loved ones. The attorneys at Von Rock Law, PC specialize in estate planning, trust administration, probate, business formation and transactions, and real estate transactions. They make personal connections with their clients and are known for their professionalism and teamwork. Clients have praised their services, stating that they provide invaluable legal advice and are highly organized and thorough in their work.

Blacksburg Law, located at 315 Noe Street, San Francisco, California, is a trusted institution specializing in estate planning and probate services. Their team of experienced lawyers works closely with clients to develop comprehensive plans for managing assets, responsibilities, and legacies. With a focus on efficiency, love, and grace, Blacksburg Law goes beyond basic document preparation to provide advice and support throughout the entire estate planning process. Whether you are creating a trust for the first time or making revisions to existing documents, their team is dedicated to helping you achieve your goals.

The Law Office of Ellen Mendelson is a reputable legal practice located at 533 Bella Vista Way in San Francisco, California. Led by experienced attorney Ellen Mendelson, the firm specializes in providing expert legal services in various areas of law including family law, estate planning, and business law. With a focus on personalized attention and exceptional client service, the Law Office of Ellen Mendelson is dedicated to helping individuals and businesses navigate the complexities of the legal system with confidence and peace of mind. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Fiduciary Law Attorney is a prestigious legal institution located at 1109 Vicente Street in San Francisco, California. Specializing in fiduciary law, our team of experienced attorneys provide expert guidance and representation in matters involving trusts, estates, and other fiduciary responsibilities. With a strong track record of success and a commitment to personalized service, Fiduciary Law Attorney is the trusted choice for individuals and families seeking reliable legal counsel in the United States.

O'Donnell & Associates is a respected estate and trust planning firm located at 724 Oak Grove Avenue in Menlo Park, California. Led by experienced attorney Matthew O'Donnell, the firm specializes in estate planning, probate and trust estate administration, and special needs planning for clients throughout the San Francisco Bay Area. With over 35 years of experience, Matthew O'Donnell has helped over 10,000 families plan their estates and navigate complex legal issues. His firm focuses on "life planning" to prevent court intrusion and protect assets from creditors, predators, and marital conflicts. They also provide assistance with public benefits planning for special needs, disabled, and elderly clients.

Located at 870 Market Street in San Francisco, California, T.S. Wrobel Law Group, PC is a renowned law firm specializing in estate planning, probate and trust administration, business counseling, and nonprofit formation. The team at T.S. Wrobel Law Group understands the importance of preserving the life you love through proper estate planning, and aims to make the legal process as easy as possible. With a focus on trust, integrity, and excellent service, the firm takes a personal interest in the success of each client. Whether you need assistance with estate planning, probate, business counseling, or nonprofit formation, T.S. Wrobel Law Group is here to help. The firm offers estate planning workshops to help you construct a solid estate plan, and has a track record of successfully helping clients obtain their 501(c)3 tax exempt status for nonprofit organizations.

Barr & Douds Attorneys is a trusted law firm specializing in trust and estate litigation, located at 318 Diablo Road in Danville, California. Our experienced attorneys serve clients throughout Northern California, including San Francisco, Pleasant Hill, Livermore, Pleasanton, Richmond, Berkeley, Oakland, and Walnut Creek. With over 20 years of experience, our team has successfully handled a wide range of disputes involving trustees, beneficiaries, and heirs. Whether you need assistance with conflict resolution, estate planning, or plan review, our dedicated lawyers are here to help. Trust Barr & Douds Attorneys for all your trust and estate legal needs.

The Law Offices of Joel A. Harris, located at 511 West 3rd Street in Antioch, California, is a trusted institution specializing in Estate Planning, Trust, and Probate Law. Joel A. Harris is a State Bar Certified Specialist in this field, ensuring that your family's future is in good hands. Estate planning is essential for everyone, regardless of the size of their estate, as it allows you to control how your assets are distributed after your passing. The goal is to minimize taxes, legal fees, and court costs while ensuring your wishes are carried out. Conveniently located near downtown Antioch, the Law Offices of Joel A. Harris is easily accessible from surrounding areas such as Pittsburg, Concord, Walnut Creek, and Brentwood. Antioch serves as a central hub in the East Bay region, offering a mix of historical landmarks, retail establishments, and entertainment venues. If you're in the area, be sure to explore downtown Antioch and its rich history.

Brainin Law Office is a forward-thinking law firm located at 2855 Kifer Road in Santa Clara, California, dedicated to providing innovative solutions for your family, investment, and business needs. Specializing in family and asset protection, estate planning, wealth preservation, business succession, and real estate investment, our team of legal experts is committed to helping individuals and families in the San Francisco Bay Area secure their futures for tomorrow. With over 25 years of experience, Gary Brainin is known for his professionalism, knowledge, and problem-solving skills. Whether you need assistance with estate planning, business succession, or asset protection, Brainin Law Office is here to help you achieve your goals today and for years to come. Serving all cities in San Mateo and Santa Clara County, our team is dedicated to providing exceptional legal services tailored to your unique needs. Contact us today to schedule a consultation and start planning for a secure future.

Prudential | Vicky Honrado | Life Insurance & Financial Services is a renowned finance and insurance agency located at 180 Montgomery Street in San Francisco, California, United States. With a commitment to providing top-notch services in life insurance and financial planning, our team of experts is dedicated to helping clients secure their future and achieve their financial goals. Whether you are looking for life insurance coverage or need assistance with retirement planning, our institution is here to offer personalized solutions tailored to your specific needs. Trust in Prudential | Vicky Honrado | Life Insurance & Financial Services for reliable and comprehensive financial guidance.

The Law Office of Michael Ramoneda is a trusted legal institution located at 17770 Monterey Street in Morgan Hill, California, United States. Specializing in Wills, Trusts, Powers of Attorney, and Advance Health Care Directives, this office serves clients in the San Francisco Bay Area. With additional offices in Campbell and Morgan Hill, the team at the Law Office of Michael Ramoneda provides expert legal advice and guidance to help clients navigate complex legal matters related to estate planning and healthcare directives. Trustworthy and experienced, this institution is dedicated to providing personalized and professional legal services to meet the unique needs of each client.

White Oak Global Advisors is a leading finance institution located at 3 Embarcadero Center in San Francisco, California, United States. With a focus on providing innovative financial solutions to clients worldwide, White Oak Global Advisors offers a range of investment strategies and services to help clients achieve their financial goals. The institution prides itself on its commitment to excellence, integrity, and personalized service, making it a trusted partner for individuals and businesses seeking expert financial guidance.

Cappelloni Law PC is a trusted institution located in San Francisco, California, specializing in estate planning, probate, and trust administration. Attorneys Lauren Cappelloni and Karly Schlinkert bring over 24 years of combined experience to the table, along with a team of experienced paralegals. They provide a thoughtful and understanding approach to help clients feel at ease during the legal process. Founded in 2018, Cappelloni Law PC values long-term relationships with clients and embraces diversity in their estate planning services. They offer guidance to Executors, Administrators, and Trustees to ensure successful probate proceedings and proper estate administration.

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.

The Mellen Law Firm is a renowned legal institution located at 1 Embarcadero Center in San Francisco, California. Specializing in various areas of law, their team of experienced and dedicated lawyers provide top-notch legal services to clients in need of expert representation. With a track record of success and a commitment to client satisfaction, The Mellen Law Firm is a trusted choice for individuals and businesses seeking legal assistance in the United States.

The Law Offices of James D. Krupka, located at 509 Orchard Street in Santa Rosa, California, offers comprehensive estate planning services to clients throughout the San Francisco Bay Area. With over 20 years of experience, James D. Krupka has helped clients of all backgrounds and wealth levels plan for their futures. Whether you are just starting out or nearing retirement, having an estate plan is essential to protect your assets for your loved ones. At our institution, we are dedicated to helping individuals plan for the future and ensure that their assets are secure.

The Law Office of Jennifer A. Cook is a reputable legal firm located in the heart of San Francisco, California. Specializing in various areas of law, including family law, estate planning, and civil litigation, Attorney Jennifer A. Cook is dedicated to providing high-quality legal representation to her clients. With a strong track record of success and a commitment to personalized service, this law office is known for its professionalism and expertise. Whether you are facing a complex legal issue or need guidance on a legal matter, the Law Office of Jennifer A. Cook is here to help. Contact us today at 3223 Webster Street to schedule a consultation.

The Law Office of Douglas Greenberg, located in San Francisco, California, is a leading institution specializing in tax law. With a focus on international tax, tax disputes, planning, and compliance, Douglas Greenberg has a wealth of experience in the field. Having worked in prestigious law firms and government agencies, including the United States Tax Court and the Justice Department, Douglas brings a unique perspective and expertise to his practice. Whether you are facing IRS audits, appeals, litigation, or simply need assistance with tax returns and disclosures, the Law Office of Douglas Greenberg is here to provide top-notch legal services. Contact us at 201 Spear Street, Suite 1100, San Francisco for all your tax law needs.

ForUsAll is a finance institution located at 665 3rd Street in the vibrant city of San Francisco, California. We offer a range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to our clients. Whether you are looking to invest for the future, save for retirement, or manage your wealth, ForUsAll is here to help you every step of the way. Trust us to be your partner in financial success.

Burgess Financial Planning is a reputable finance institution located at 354 Pine Street in San Francisco, California. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment strategies. Whether you are looking to build wealth, save for retirement, or protect your assets, Burgess Financial Planning is committed to providing expert guidance and exceptional service. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Morgan Stanley Financial Advisors is a renowned finance institution located at 101 California Street in the vibrant city of San Francisco, California, United States. With a team of experienced and knowledgeable financial advisors, Morgan Stanley is dedicated to providing top-notch financial services and advice to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Morgan Stanley Financial Advisors is committed to helping you navigate the complexities of the financial world with confidence and expertise.

Michael Yochum, CFP, CRPS - UBS Financial Services Inc. is a reputable finance institution located in San Francisco, California, United States. With a team of experienced professionals, they provide comprehensive financial planning services to help clients achieve their financial goals. Specializing in wealth management, retirement planning, and investment strategies, they are dedicated to providing personalized solutions tailored to each client's unique needs. Trustworthy and knowledgeable, Michael Yochum, CFP, CRPS - UBS Financial Services Inc. is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Morgan Stanley Financial Advisors is a leading finance institution located at 555 California Street in San Francisco, California, United States. Our team of experienced advisors offer personalized financial planning services to help clients achieve their investment goals. With a strong reputation for excellence and a commitment to client satisfaction, Morgan Stanley Financial Advisors is a trusted partner in wealth management. Contact us today to learn how we can help you secure your financial future.

Parallel Advisors, LLC is a finance institution located at 150 Spear Street in the heart of San Francisco, California. As a leading wealth management firm, Parallel Advisors offers personalized financial planning and investment strategies to help clients achieve their financial goals. With a team of experienced advisors, they provide tailored solutions to meet the unique needs of each individual or family. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Parallel Advisors is dedicated to providing expert guidance and exceptional service. Visit their office in San Francisco to learn more about how they can help you secure your financial future.

KB Financial Advisors is a leading accounting and finance institution located at 90 New Montgomery Street in the vibrant city of San Francisco, California. Our team of experienced professionals provides expert financial advice and assistance to individuals and businesses looking to manage their finances effectively. Whether you need help with tax planning, investment strategies, or retirement planning, our dedicated team is here to help you achieve your financial goals. Choose KB Financial Advisors for all your accounting and finance needs in the United States.

Hamilton Walker Advisers is a finance institution located at 2193 Fillmore Street in San Francisco, California, United States. Our approach to financial planning is centered around providing personalized and conflict-free advice that is tailored to each client's specific needs and goals. With over 15 years of experience in the industry, founder Sarah identified a need for more compassionate and educational financial planning services. We work with a diverse range of clients, from young professionals looking to learn the basics of financial planning to retirees focused on living comfortably and leaving a legacy. Our collaborative approach allows clients to choose how they want to partner with us, whether it's working with existing strategies or creating new ones based on their preferences and our industry expertise.

Meridian Financial LLC, located at 38 Keyes Avenue in San Francisco, California, is a finance institution dedicated to increasing your most valuable resource: time. By offering a full range of family office services, as well as extended services in life events and special projects, Meridian allows you to focus on your other goals while they manage your finances. Their tailored services include budgeting, financial education, tax and estate structures, philanthropy, real estate, and more. With a team of experienced professionals, Meridian ensures that you gain clarity, confidence, and the comfort of a trusted partner, ultimately giving you greater time freedom. Their culture prioritizes clients above all else, providing a full understanding of your financial life, managing the complexity of your life, and protecting your privacy through strict internal controls. With a team of advisors who have years of experience in family office accounting, personal services, computer systems for wealth management, and global economic analysis, Meridian delivers their services through deeply-connected, long-term relationships with their clients.

Argonaut Financial Planning and Investment Management is a reputable finance institution located at 405 Oak Park Drive in San Francisco, California, United States. With a team of experienced financial advisors and investment managers, we offer personalized financial planning services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, our experts are here to provide you with tailored solutions to meet your needs. Trust Argonaut Financial Planning and Investment Management to guide you towards a secure financial future.

Vision Capital Investment Management is a leading finance institution located at 3450 Geary Boulevard in the vibrant city of San Francisco, California, United States. Specializing in investment management, our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their long-term goals. With a focus on innovation and strategic planning, Vision Capital Investment Management is committed to delivering exceptional service and maximizing returns for our clients. Contact us today to learn more about how we can help you secure your financial future.

U.S. Bancorp Investments - Financial Advisors: Tyler Siv is a leading financial institution located at 4610 Mission Street in San Francisco, California. As a trusted name in the finance industry, our team of experienced financial advisors, led by Tyler Siv, is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our team is committed to providing personalized solutions tailored to your individual needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.