The 30 Best Will planning in California

JLFranklin Wealth Planning is a finance institution located at 369-B 3rd Street in San Rafael, California, United States. As independent, fee-only financial planners, we have been helping clients at all career stages preserve and protect wealth, mitigate taxes, care for their families, and pursue their dreams for over two decades. Our dual expertise in tax matters and financial planning allows us to take a holistic view to develop customized client solutions. The Startup Wealth Podcast, hosted by JLFranklin Wealth Planning, is designed for people who work in startups or in companies with a startup attitude. We understand that staying on top of wealth management goals can be time-consuming, which is why we provide personalized guidance, planning, and detailed oversight to free you up to live your life.

Creative Planning is a top-rated independent advisory firm located at 333 Lorton Avenue in Burlingame, California. Specializing in finance, we offer comprehensive and customized wealth management services to clients globally and in the San Francisco-San Jose area. Our team of wealth managers is dedicated to helping you achieve your financial goals and providing you with peace of mind when it comes to your finances. By agreeing to provide us with your personal information, you can trust that we will not share it with any third parties. Contact us today to schedule a free, no-obligation consultation with one of our team members within one business day. Let us help you enjoy a richer way to wealth.

First Command District Advisor - Will Barr is a finance institution located at 1300 Oliver Road, Fairfield, California, United States. This institution provides financial services through a team of dedicated Financial Advisors who are supervised by the District Advisor, Will Barr. The institution aims to recruit individuals interested in a career as a Financial Advisor, and a testimonial from a current Financial Advisor is provided on their webpage to help potential recruits determine if this career path is right for them. The testimonial is voluntarily given and not paid for by First Command. The institution does not discriminate in recruiting based on various factors and carefully reviews all information provided by potential recruits. Joining First Command as a Financial Advisor may lead to future success, but individual experiences may vary.

David Rae, Certified Financial Planner and Tax Planning Financial Advisor, is located at 529 North Kilkea Drive in West Hollywood, California. David Rae is a compassionate and experienced financial planner dedicated to guiding you towards a happier, healthier, and wealthier retirement. Tired of feeling overwhelmed by your finances? David Rae is here to help you feel more confident and in control of your financial future. As a fiduciary financial planner, David Rae offers independent and personalized financial advice tailored to your specific goals. With over 20 years of experience, David Rae has been recognized as one of the top financial advisors in America by Investopedia for six consecutive years. He has been featured on various media outlets and has written extensively on tax planning and financial strategies. Whether you are looking to plan for retirement, reduce your tax burden, or achieve financial freedom, David Rae is here to help you every step of the way. Contact David Rae, Certified Financial Planner, for a personalized financial planning experience that will lead you to a happier, healthier, and wealthier life.

Miramontes Capital in Newport Beach, California, is your go-to institution for retirement planning. Our family office prides itself on simplicity and transparency, offering expert guidance to help you achieve financial success. With strategic solutions tailored to your growth needs, we will work with you to create a customized financial plan that aligns with your retirement goals. Our Registered Investment Adviser status ensures that you receive top-notch advisory services. Partner with us and embark on the journey to the best years of your life. Visit us at 4701 Teller Avenue, Newport Beach, CA, for a confident financial plan that will set you on the path to a secure retirement.

Located at 2131 Palomar Airport Road in Carlsbad, California, Tom Wills - Thrivent is a finance institution dedicated to providing personalized financial advice and guidance to help clients achieve their goals. With licensing in multiple states including California, Colorado, Tennessee, and Utah, our team of financial professionals, led by Tom Wills, is committed to understanding each client's unique financial situation and crafting tailored solutions. Just like a caddy supports a golfer on the course, we are here to support you in navigating the financial landscape, whether you are planning for retirement, building a legacy, or pursuing other financial goals. Through our Financial Planning Framework and Dedicated Planning Services, we offer comprehensive analysis and recommendations to help you make informed decisions. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Our licensed agents and financial advisors are dedicated to providing expert guidance and support to help you achieve financial success. Contact us today to start planning for your future.

Symphony Financial Planning, located at 1784 Picasso Avenue in Davis, California, offers professional guidance for individuals in the Davis and Sacramento area. Our dedicated team of financial experts is committed to bringing your finances and life goals into harmony. Whether you are looking to optimize your university benefits, seeking guidance on your pension and other benefits in the public sector, or ensuring your savings will last throughout retirement, we are here to help. At Symphony Financial Planning, we provide personalized financial planning and investment services to help you achieve balance and harmony in your financial life. From developing individualized financial plans to monitoring your progress and making adjustments as needed, our goal is to support you in reaching your financial goals.

Jill Gregory, Tahoe City Estate Planning Attorney, is a reputable law firm located at 600 North Lake Boulevard in beautiful Tahoe City, California. Specializing in estate planning, Jill Gregory offers expert legal advice and guidance to help clients protect their assets and ensure their wishes are carried out. With years of experience and a dedication to personalized service, Jill Gregory is committed to helping individuals and families navigate the complexities of estate planning with confidence and peace of mind. Contact Jill Gregory today to schedule a consultation and take the first step towards securing your legacy.

Truckee Wills and Trusts is a reputable institution located at 11260 Donner Pass Road in Truckee, California. Our team of experienced professionals specializes in creating wills and trusts to help individuals and families protect their assets and ensure their wishes are carried out. Whether you are planning for the future or need assistance with estate planning, our dedicated staff is here to provide personalized and comprehensive services. Contact us today to schedule a consultation and take the first step towards securing your legacy.

Welcome to Willes Orthodontics, your trusted destination for exceptional orthodontic care in Carlsbad, California. Conveniently located at 740 Oak Avenue, our practice is dedicated to providing personalized and comprehensive dental and orthodontic services to enhance your oral health and transform your smile. At Willes Orthodontics, we understand that every patient is unique, which is why we tailor our treatment plans to meet your specific needs and goals. Our experienced team, led by skilled orthodontic professionals, is committed to delivering the highest standard of care in a warm and welcoming environment. We utilize the latest technology and innovative techniques to ensure optimal results and a comfortable experience for patients of all ages.

Welcome to Taste Catering and Event Planning, your premier culinary destination located in the heart of Burlingame, CA. Situated at 1534 Rollins Rd, we specialize in creating unforgettable dining experiences tailored to your unique tastes and preferences. Our passion for food is matched only by our commitment to exceptional service, ensuring that every event we cater is a memorable success. At Taste Catering and Event Planning, we offer a wide range of services, including bespoke menu creation, full-service event planning, and personalized culinary experiences. Whether you're hosting an intimate gathering or a grand celebration, our team of experienced chefs and event planners will work closely with you to bring your vision to life. We pride ourselves on using the freshest ingredients, sourced locally whenever possible, to craft exquisite dishes that delight the senses.

Welcome to Will Power Personal Trainer, your premier destination for personalized fitness and wellness guidance in the heart of Santa Cruz, California. Conveniently located at Nanna Court, we are dedicated to helping you achieve your health and fitness goals through tailored training programs and expert advice. At Will Power Personal Trainer, we believe in the power of personalized attention and customized workout plans to transform your body and mind. Our certified personal trainers are passionate about empowering clients of all ages and fitness levels to reach their full potential. Whether you're looking to lose weight, build strength, improve flexibility, or enhance overall well-being, we are here to support and motivate you every step of the way.

Welcome to the Planning & Building Department of Long Beach, located at 411 West Ocean Boulevard, Long Beach, California 90802. As a vital part of the local government, our department is dedicated to serving the community by overseeing and facilitating a wide range of services and initiatives aimed at enhancing the city's infrastructure, housing, and overall quality of life. Important Notices: - Please note that the Permit Center will be closed on Thursday, August 29, 2024, from 11:00 a.m. to 1:00 p.m. for an all-staff training session.

Welcome to Seasons Estate Planning, APC, your trusted legal partner in Marina del Rey, California. Located at 475 Washington Boulevard, we specialize in guiding you through life's most significant decisions with confidence and peace of mind. Our dedicated team, led by Kristen Wong, is committed to building long-term relationships with our clients, ensuring that you have a reliable source to turn to for all your legal needs. At Seasons Estate Planning, we understand the complexities of navigating local, state, and federal laws. Whether you are getting married, planning for your family's future, managing your business, or buying or selling your home, we provide expert guidance tailored to your unique circumstances. Our goal is to help individuals and families make informed decisions that protect their interests and ensure a smooth transition of assets across generations.

Welcome to Affordable Notary, Wills & Trusts, your trusted partner for all your notary and estate planning needs in Gardena, California. Conveniently located at 15327 Crenshaw Boulevard, our dedicated team of professionals is committed to providing exceptional service in the areas of finance and legal assistance. At Affordable Notary, Wills & Trusts, we understand the importance of safeguarding your future and ensuring peace of mind for you and your loved ones. Our expert staff specializes in comprehensive estate planning services, including the preparation of wills and trusts, to help you protect your assets and ensure that your wishes are honored.

Welcome to LA | Estate Plans, your trusted partner in estate planning and legal services in Los Angeles, California. Conveniently located at 222 West 6th Street, we specialize in providing personalized and comprehensive estate planning solutions to individuals and families. Our experienced legal team is dedicated to helping you protect your assets, secure your legacy, and ensure peace of mind for you and your loved ones. At LA | Estate Plans, we understand that every client’s needs are unique. We offer a wide range of services, including the drafting of wills, trusts, powers of attorney, and healthcare directives. Our approach is client-focused, ensuring that all estate plans are tailored to meet your specific goals and circumstances.

Welcome to Tureaud Estate Planning, your trusted partner in securing your financial future. Located conveniently at 6020 South Seabluff Drive in the heart of Los Angeles, California, we specialize in comprehensive estate planning services designed to provide peace of mind and financial security for you and your loved ones. At Tureaud Estate Planning, we understand that each client has unique needs and goals. Our team of experienced professionals is dedicated to crafting personalized strategies that align with your financial objectives. Whether you're looking to draft a will, establish a trust, or navigate complex tax considerations, we offer expert guidance every step of the way.

Welcome to the City of Eureka 2040 General Plan Update! Located at 531 K Street, Eureka, California, our office is dedicated to shaping the future of our vibrant community. As a local government office, we are committed to developing and implementing strategic plans that will guide Eureka towards sustainable growth and a thriving future. Our 2040 General Plan Update is a comprehensive effort to address the evolving needs of our city, focusing on areas such as housing, transportation, economic development, and environmental stewardship. We invite residents, businesses, and stakeholders to engage with us in this collaborative process, ensuring that Eureka remains a dynamic and inclusive place to live, work, and visit. Join us in envisioning a prosperous future for our city!

Welcome to Knight's Event Planning, where we transform your dream events into unforgettable realities. Located at 255 Mendell St, San Francisco, CA 94124, we are a multi-generational, women-owned family business with over 50 years of experience in the industry. Founded by my parents, Knight's Catering has been a trusted partner in celebrating life's most cherished milestones, from births and baptisms to graduations and weddings. At Knight's Event Planning, we are deeply committed to the families and individuals we serve, as well as the dedicated team who make it all possible. Our passion for creating memorable experiences is matched by our attention to detail and personalized service, ensuring that every event is as unique as the people it celebrates.

Bytesoft Solutions is a versatile institution located at 2230 Will Wool Drive in San Jose, California. Specializing in finance, furniture, home goods, and moving services, Bytesoft Solutions offers a wide range of products and services to cater to all your needs. Whether you are looking to furnish your home, upgrade your electronics, or plan a stress-free move, Bytesoft Solutions has you covered. Visit us today and experience top-notch customer service and high-quality products at competitive prices.

Danny's Party Place is the perfect venue for your next celebration, located at 1300 Senter Road in San Jose, California. With multiple areas to choose from, including near Pacific Fruit Express, Danny the Dragon, Adventure Landing, Miners Maze, Redwood Lookout, and Picnic Basket, we can accommodate groups of various sizes, with maximum occupancies ranging from 50 to 150 people. Each area offers a different level of natural shade, from little to full to partial, ensuring a comfortable outdoor experience for your guests.

CalCPA Health is an insurance agency located at 1800 Gateway Drive in San Mateo, California. Whether you need assistance with enrollment, benefits, claims, or replacement insurance cards, CalCPA Health is your full-service healthcare concierge. The dedicated staff at Banyan Administrators will help you with all your healthcare needs. The institution is open Monday to Friday from 8am to 5pm (Pacific Time) and can be reached at 1-800-556-5771. To participate in the programs offered by CalCPA Health, you must be a member of CalCPA. For more information, you can contact Banyan Administrators at 877-480-7923 or email CalCPAHealth@CalCPAHealth.com. Visit us at 1215 Manor Drive, Suite 200 in Mechanicsburg, PA 17055.

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.

The Law Offices of Joel A. Harris, located at 5444 Clayton Road in Clayton, California, is a top estate planning attorney specializing in trust and probate law. With a State Bar Certified Specialist in Estate Planning, Trust and Probate Law, the firm is dedicated to helping clients protect their assets and ensure their wishes are carried out after they pass away. Estate planning is essential for everyone, regardless of the size of their estate. The team at Law Offices of Joel A. Harris can help you create a comprehensive plan that outlines who will receive your assets, what they will receive, and when they will receive it. By planning in advance, you can minimize taxes, legal fees, and court costs, ensuring that your loved ones are taken care of according to your wishes.

Wade Law Offices is a reputable law firm located at 84 West Santa Clara Street in the heart of San Jose, California. Specializing in various areas of law, our team of experienced attorneys is dedicated to providing quality legal representation and personalized service to each and every client. Whether you are facing a complex legal issue or simply need guidance on a legal matter, our team is here to help. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

The Law Office of Chris Crittenton is a reputable legal institution located at 1104 Corporate Way in Sacramento, California, United States. Specializing in various areas of law, including criminal defense, personal injury, and family law, the office is committed to providing expert legal representation and guidance to clients in need. With a track record of success and a dedication to achieving positive outcomes for clients, Chris Crittenton and his team are trusted advocates in the legal community. Whether you are facing a criminal charge, seeking compensation for a personal injury, or navigating a complex family matter, the Law Office of Chris Crittenton is here to help. Contact us today to schedule a consultation and discuss your legal needs.

The Law Firm of Kavesh, Minor & Otis, located at 990 West 190th Street in Torrance, California, is a trusted institution specializing in estate planning and trust administration. With almost 40 years of experience, we have assisted over 25,000 clients in creating comprehensive estate plans to protect their loved ones. Our team has also administered over 4,000 plans after clients have passed, ensuring their wishes are carried out smoothly. Clients choose us for our expertise and dedication to providing personalized estate planning solutions. Our convenient location in downtown Torrance at Gateway Towers offers easy access and parking options, including disabled access spaces. If you are in need of estate planning assistance, do not hesitate to reach out to our experienced attorneys at The Law Firm of Kavesh, Minor & Otis.

William Daniel Powell Attorney at Law is a legal institution located at 4760 Oceanside Boulevard in Oceanside, California, United States. Specializing in estate planning, Mr. Powell, also known as Dan, created My Estate-Plan to educate and prepare clients in this important area. Putting the client first, Mr. Powell ensures that each estate plan is tailored to meet the individual needs and desires of the client. By creating a comprehensive estate plan, clients can protect what they have earned and avoid unnecessary costs. With a focus on wills, trusts, and other estate planning documents, Mr. Powell ensures that each client's wishes are properly achieved. By providing affordable and competitively priced packages, clients can rest assured that their loved ones will be taken care of after they are gone. By working closely with clients to understand their goals, Mr. Powell is able to create a plan that is specifically designed for each individual.

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 Joel A. Harris, located at 1990 North California Boulevard in Walnut Creek, California, is a top estate planning attorney specializing in Estate Planning, Trust and Probate Law. Joel A. Harris is a State Bar Certified Specialist in this area, ensuring that your family's future is secure. Everyone has an estate, no matter how large or modest, and it is important to plan ahead to ensure your wishes are carried out. Estate planning involves more than just deciding who gets what after you pass away - it also involves minimizing taxes, legal fees, and court costs. Conveniently located near downtown Walnut Creek, the Law Offices of Joel A. Harris is easily accessible from surrounding communities such as Lafayette, Orinda, Danville, Alamo, Concord, Pleasant Hill, and Martinez. The office is situated near landmarks such as Lindsay Wildlife Museum, Mount Diablo State Park, and Ruth Bancroft Garden.