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Browse these estate planners with great ratings from Thumbtack customers in Vacaville.
She doesn't leave a stone unturned. I'm very impressed with her knowledge and expertise in estate planning.
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.
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
Andrew at LDA4You helped me incorporate my business. He was very helpful and able to answer my questions about the process. I have already referred his sservices to others and plan on following up with my own Will and Trust soon.
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!
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.
I tailor my services to each client's needs and situation because I know each persons 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.
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.
We offer estate planning, estate administration, elder law and long-term care planning for clients in Northern California.
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 firms 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.
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.
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!
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.
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.
Michael Notaros 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.