Burlingame, CA
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Burlingame Estate Planners

Browse these estate planners with great ratings from Thumbtack customers in Burlingame.

  • 43 years in business
  • New on Thumbtack
Chris S.
Verified review

Great Estate Planning Services! Both Roy and Justin are thorough. Although initially there was a misunderstanding in beneficiary designation (due to our complex family structure) everything worked out great. We like the fact that we can send questions to the attorneys at no charge.

  • 10 years in business
  • 23 hires on Thumbtack
Cass G.
Verified review

Excellent financial advice and planning. I am very happy with the direction of the investments that Michael has recommended. Added bonus of tax preparation at no additional cost is just fabulous. I really appreciate Michael's no nonsense approach with easy to understand explanations of the types of investment options and his well rounded approach to both long term and short term with considerations for low/medium/high risk opportunities. His continued watch of the economy and financial atmosphere is very comforting

Integrate Legacy Law
5.0
from 4 reviews
  • 4 years in business
  • New on Thumbtack
Judith S.
Verified review

Kamela Laird is exceptional at what she does. She helped us navigate setting up a trust and wills easily and with great care. She is warm, totally approachable and highly professional. If there are areas she does not deal with she is well connected and will recommend others you can trust. We highly recommend her for your legacy needs.

Jamin Horn
4.8
from 4 reviews
  • 6 hires on Thumbtack
David W.
Verified review

I used Thumbtack to find an attorney to explore a complex real estate issue involving condominium law, fire and building codes and a soft story retrofit program and was refered to Jamin Horn. He responded quickly to my initial request. We have had a series of very comprehensive telephone conversations about my current legal situation. He seems very knowledgable about the many different aspects of my particular situation and has provided very clear, directed opinions and advice regarding my next steps. I found Jamin to very professional and considerate, asking appropriate and probing questions. He feels like my advocate, very willing to explore available legal options. I would absolutely choose Jamin to represent me when I need to continue my legal journey. Thanks, Jamin!

  • New on Thumbtack
Stephanie D.
Verified review

I just completed updating my Trust, Will and Health Directive. From locating and gathering the required documents to making life and death decisions, the process can be daunting for sure. Thanks to Jocelyn Wong-Rolle, an Oakland attorney who specializes in Estate Planner, the process was painless. She is meticulous in thought and action, and patiently guided me through the completion of the documents. Another one of her positive attributes is that she responds to all emails in a timely manner no matter how trivial the question. It is a satisfying feeling knowing I have my personal matters in order. I highly recommend Ms. Wong-Rolle; you will not be disappointed in the results!

Law Office of Sara Dorosti
5.0
from 2 reviews
  • 2 hires on Thumbtack
Elliot K.
Verified review

My wife and I worked with Sara on our estate planning. Throughout the experience, Sara was exquisitely professional and thorough. She helped us understand the legal and financial implications of our decisions in plain English, making the complex ordeal easy and approachable. I would highly recommend Sara's services to anyone seeking trustworthy guidance.

About

Fremont Attorney Providing Aggressive Criminal Defense As a Fremont criminal defense lawyer, Adam provides representation for all types of DUI cases and other legal matters. For information about the services that our office provides, please feel free to browse around our website ARANTLAW.COM before giving us a call. We provide exceptional legal resources for all DUI defense and criminal matters, including theft crimes, drug crimes, DUI overview, DUI penalties, first DUI offense, multiple DUI offenses, felony DUI, DUI accidents, underage DUI, field sobriety tests, DUI and drugs, DMV hearings and more. A criminal defense attorney from our firm can also provide you with the information you need to know about your criminal charges.

About

I am an estate planning attorney with over 28 years of practice experience, and a Certified Specialist in Estate Planning, Trust and Probate law (California Board of Legal Specialization). My law practice is devoted exclusively to helping families with avoiding conservatorship, avoiding probate, and planning for the inheritance they wish to pass to children or other heirs. I prepare high quality, customized living trust estate plans. Flat fees are charged for most legal services. I personally handle all meetings, drafting of living trusts, and other estate planning documents, and signing of all documents. I do not use paralegals, legal secretaries or outside services of any kind. I also offer free living trust seminars at my office and other public venues.

About

Full estate plans include revocable trusts, wills, durable powers of attorneys for health care and finances, medical wills or directives, and trust deeds (up to 2) for real property. Couples with estates of less than $5 million will pay a flat fee of $2200.00

  • New on Thumbtack
About

Matthew R. Mraule received his J.D. from Pepperdine University in 2007 and an M.B.A. from Pepperdine University Graziadio School of Business and Management in 2005. In 2002, he acquired a bachelor of science in viticulture and enology from University of California at Davis. He is currently pursuing an LL.M. in taxation law at Golden Gate University in San Francisco. Prior to obtaining his license to practice, he was a clerk for the Honorable Nat A. Agliano, formerly the presiding judge of the California Court of Appeals, 6th district. During his studies at Pepperdine, he was a clerk with the district attorney's office, Los Angeles County in a felony trials unit and assisted in the formation of L.A. County's victims' restitution department. After acquiring his license, Matt started a solo practice in his hometown of Salinas, CA, where he practiced primarily civil litigation. In 2010, he relocated to the East Bay with his wife, Sarah, and he now lives in Pleasant Hill.

About

The Law Office of Mark Gullotta sensitively and compassionately guides people through estate planning, probate and trust administration issues. With over a decade of legal experience under their belts, they have extensive knowledge of relevant laws and the state court system. They are focused on ensuring your interests are reflected into the future, and they work with you through each step of the process. Schedule your consultation today by calling the firm.

About

I help clients plan their estates so that their wishes are carried out for themselves and for their intended beneficiaries. This includes preparation of the necessary estate planning documents, from wills to living trusts to powers of attorney to irrevocable trusts to gifting plans to gift tax returns. Likewise, I represent fiduciaries responsible for managing the financial or personal affairs of others, such as executors, administrators, trustees, conservators, guardians, agents, and attorneys-in-fact. This includes both matters subject to probate court supervision and matters not subject to court review. As part of these services. I also provide estate and gift tax advice, including preparation of estate and gift tax returns.

  • New on Thumbtack
About

Michael Notaro’s mission is to provide real estate owners, investors and developers with the finest quality legal service. Michael and his firm provide professional, “value-added” legal services to the real estate community. Our core values are integrity, service and excellence, and we value and cherish long-term client relationships. Zealous and aggressive representation is balanced with negotiating the best possible solution to your real estate problem. When our clients succeed, we succeed. We are counselors as well as advocates, and we communicate in clear, understandable language; we believe that our clients deserve to know what we do, why we do it, and how it benefits them.

  • 12 years in business
  • New on Thumbtack
About

At Gadzo Law, P.C., we pride ourselves on taking a personalized and efficient approach to estate planning, trust administration and probates. Our principal, Alexandra Gadzo, is a certified specialist in estate planning, trust and probate law and is enthusiastic about bringing her knowledge and skill to helping her clients. Alexandra is also a licensed real estate broker.

  • New on Thumbtack
About

Great estate planning begins with WealthPlan, a law practice dedicated to your estate preservation. Contact a San Jose estate planning attorney today to schedule your first consultation!

  • New on Thumbtack
About

We focus our practice on all aspects of the trusts, estates and tax arena, so that we can offer our clients the most knowledgeable and highly specialized representation available. We handle the following services: * Integrated Estate Planning WealthPLAN combines traditional estate planning with wealth preservation techniques to preserve your wealth for your lifetime and for future generations. * Trust and Estate Administration WealthPLAN expedites the settlement of a decedent’s trust and/or estate. * Trust and Estate Litigation Disputes often arise during the administration of a trust or estate, and effective resolution demands legal counsel with significant experience in this highly specialized area of the law. * Trust and Estate Litigation WealthPLAN provides comprehensive tax planning and tax controversy representation.

About

In my home office, I prepare documents for pro se filers in my bosses' office. We do real estate brokerage and all general/civil law.

  • New on Thumbtack
About

Custom legal services at flat rates. Virtual law offices equals reduced expense to our clients.

About

We offer the following services: * Business Formation * Contracts * Buy and Sell * Buyout Agreements * Asset and Purchase Agreements, etc. * Estate Planning -wills and trusts, etc. * Trust Administration I do offer flat fee services in setting up companies and living trusts.

About

Licensed by the State Bar of California, Portola Law was founded with the focus of providing high-quality, customized estate planning services and documents at reasonable prices. High quality means we sit down with each client and get a thorough understanding of their financial affairs, their family situation, goals and concerns for their future before we start any planning. High quality means we listen to you, then provide legal advice. We are timely and responsive - returning calls and emails within 24 hours and getting documents finished when you need them. Customized means we are not a high-volume document mill offering "flavor-of-the-month" specials. We provide detailed, thorough documents to handle life's uncertainties and each client's unique situation. However, we also provide "plain English" summaries that you can understand. Reasonable prices means for most documents and services, you will receive a "flat-fee" quote upfront; not endless billable hours at rates that may discourage you from getting started on your estate plan. We do not try to sell costly premium service plans; every client receives thorough and in-depth service. Portola Law provides personalized, cost-effective legal services such as the following: 1. Estate Planning * Revocable living trusts * Wills * Durable, non-durable, general, limited, and springing powers of attorney for assets * Advanced healthcare directives * Anatomical gifts * IRA and qualified plan trusts * Irrevocable life insurance trusts * Qualified personal residence trusts * Charitable giving * Special needs trusts * Generation skipping trusts * Family limited partnerships 2. Estate and Trust Administration * Administration of revocable and irrevocable trusts * Preparation of gift and estate tax returns 3. Professional Fiduciary/Trustee Services * Formation and dissolution of business entities (corporations and LLCs) * Real estate notes and deeds 4. Notary Public Services

  • 17 years in business
  • New on Thumbtack
About

We are a boutique firm that mainly does transactional work in the fields of Real Estate, Business, Estate Planning and Intellectual Property.

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