Lodi, CA
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Lodi Estate Planners

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

The Legal Doc
4.8
from 21 reviews
  • 42 years in business
  • 29 hires on Thumbtack
Julia D.
Verified review

My attorney recommended I use a document preparation service to save cost in our Estate battle until my niece gets an attorney. This was the best advice! I hired Kathleen to file an objection. Her knowledge of forms and the filing process astounds me to this day! I must say, I am a good client as I had my information ready and in good order. ParaLegals are not "Attorneys" and will tell you this upfront. If you know what you need to do but need help filing and preparing your document correctly, I HIGHLY recommend hiring Kathleen. As it turns out there was more property owned by my father. I hired Kathleen again to prepare each of these documents as well.

  • 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

  • 12 years in business
  • 7 hires on Thumbtack
Hope E.
Verified review

LaJuan and her staff were both professional and understanding of my needs. She made sure to stay in constant contact with me and kept me informed each step of the way. I have already recommended family and friends to her, and will continue to.

  • New on Thumbtack
Don G.
Verified review

My wife and I have been putting our estate planning off for years. We finally made an appointment with Mr. Burk and accomplished the chore in no time. Mr. Burk explained everything to us so we were very happy with everything. Very pleasant man and his office staff was great also.

CInder Law
4.0
from 6 reviews
  • 17 years in business
  • 2 hires on Thumbtack
Patti W.
Verified review

She doesn't leave a stone unturned. I'm very impressed with her knowledge and expertise in estate planning.

  • 7 years in business
  • 1 hire on Thumbtack
About

Who needs an estate plan? Everyone needs some form of planning, although that plan takes a different shape for each person. Let us help you make those important decisions in an informed and compassionate manner. If you prefer, we can meet in the comfort of your own home or office. Why Prepare an Estate Plan? Anybody who has dealt with the probate courts knows they never want to return there. A properly drafted estate plan can save your family thousands of dollars in attorney and court fees. It can expedite quicker distributions to your heirs, resulting in broader investment opportunities. It can also combat the strife among relatives that so many families face after a death. In addition, an appropriate estate plan can minimize the administrative burden your successors will face. Should I Prepare My Estate Plan Now or Later? Wills and Trusts are only the beginning of the planning process. The Law Office of Matthew D. Scott strives to add value to the experience by helping you determine which tools are appropriate for you, and by harmonizing the various components of your full estate plan to accomplish your goals. We can also explain the value of acting now versus later. Unfortunately, many people have false beliefs about estate planning that prevent them from taking action. For example, people assume that if their house is "underwater" - meaning they owe more than their home is worth - then they don't need to put that home in trust. To avoid future expense and inconvenience to you and your heirs, please speak with an experienced attorney for correct advice. At the Law Office of Matthew D. Scott, we have designed a simple three-step process that utilizes modern technology to make the planning process as easy as possible. Please see our website for more details and to schedule a no-cost consultation at your location or ours! We take the pain out of the plan.

About

  • New on Thumbtack
About

Hill Law Offices, PC, offers fully personalized estate planning, and strives to meet each clients individual needs.

About

I represent clients in matters involving agriculture and water, business law, tax, and estate planing and probate. My client list includes individuals, farmers, business owners and small and medium-sized companies. Based on my extensive business background and legal experience, I can advise a client on personal estate planning and tax matters, as well as business matters such as entity formation issues, transactional matters and wealth transfer planning.

About

Jackie Marie Howard's estate law firm is located in Roseville, California. Her legal firm focuses on trusts, wills, advance healthcare directives, durable powers of attorney, probate administration, conservatorships, trust reviews, administration and trust amendments. Work directly with this attorney to meet your estate needs. A confidential, complimentary consultation is available. Contact Jackie Marie Howard, Attorney At Law, today to discuss your estate.

About

We handle all aspects of estate planning including wills and trusts, trust administration, trust litigation and Medi-Cal planning. We are experienced in real estate law and provide legal advice about short sales and foreclosures.

About

The Law Offices of Jack S. Johal specializes in all areas of estate planning, probate administration, wealth transfer planning, asset protection, business and commercial law, tax law, real estate and contracts.

About

My staff and I strive to provide a comfortable and relaxed environment for our clients, while still satisfying the need for prompt and efficient services.

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

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

  • 8 years in business
  • New on Thumbtack
About

The Law Office of Tonya J. Hernandez is dedicated to offering clients competent and courteous representation in bankruptcy, divorce, civil matters or estate planning. The Law Office of Tonya J. Hernandez is here to help you. We offer free consultations so you can have your questions answered and needs addressed by compassionate and knowledgeable professionals. Call us anytime or visit us at our website for more information. Thank you for considering the Law Office of Tonya J. Hernandez to assist you in your legal matter.

  • New on Thumbtack
About

The Bedell Law Office provides effective and personal service to help with your legal needs in the areas of estate planning, probate, and financial planning. Jeffrey Bedell can help you overcome the difficulties of planning for the future.

About

We offer estate planning, estate administration, elder law and long-term care planning for clients in Northern California.

  • 7 years in business
  • New on Thumbtack
About

I tailor my services to each client's needs and situation because I know each person’s life is unique. I have successfully represented hundreds of clients in all matters relating to living trusts, estate planning, probate, business formation and planning, and real estate and elder law. My philosophy for success is simple: My success is tied to your success. When you have peace of mind and your affairs are in order, I can trust that I have done what is necessary to secure your family's future.

  • New on Thumbtack
About

When you are in need of compassionate and sensitive counsel in estate planning matters, you should turn to the team at MacFarlane Legal, Inc. They carefully assist Californians in issues of future planning. The firm’s detail-oriented team works to analyze every detail and angle of your situation to make sure your interests are reflected. Also, they offer legal representation in issues of probate. Obtain your consultation, and learn more about what estate planning can mean for you; call their team today.

  • New on Thumbtack
About

Unlike the vast majority of law offices, we take the time to determine what you really want and need before taking action. We are also different in that we look at you as a total person who has evolving legal needs and issues as you go through your life. This allows us to tailor our recommendations and actions to give you an optimal result. Kent W. Meyer and Michael A. Yee founded this practice with the vision of creating a law office that really does put you, the client, first. With over 40 years of combined experience, Meyer & Yee, LLP is here to serve your legal needs now as well as in the future.

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