San Jose Estate Planning Attorneys

You might feel secure about your finances while you’re still able to monitor them closely, but that won’t be the case when you become incapacitated or pass away in the future. If you’re unsure how your family will fare when you’re no longer here to provide for them, you need a comprehensive estate plan.

At Trust Law Legacy Group, APC, our experienced estate planning attorneys are knowledgeable about the legal strategies that are available to safeguard your assets so your family can benefit from them for years to come. We believe you deserve to have peace of mind when you think about your family’s future, and we’ll do everything possible to make this happen for you. If you’re ready to talk to caring San Jose estate planning lawyers about your legal options to protect your estate, call our law firm for a free consultation.

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HOW MAY WE HELP YOU?

Trust

Moving your assets into a trust can protect them from threats, so call our lawyers for help creating the trust you need.

Wills

Estate planning often starts with a will. Our team will help you write one that makes your wishes clear.

Special Needs Planning

Your disabled child could become ineligible for government programs after a generous inheritance, but we’ll help you avoid this.

Advanced Estate Planning

If your total wealth is higher than average, our lawyers can create an advanced estate plan to protect it.

Asset Protection

Your valuable assets deserve to be protected from creditors and lawsuits. Hire us to learn which legal tactics can help.

Probate

The probate process is complex and takes months, so hire our probate lawyers for legal assistance from start to finish.

Trust

Moving your assets into a trust can protect them from threats, so call our lawyers for help creating the trust you need.

Wills

Estate planning often starts with a will. Our team will help you write one that makes your wishes clear.

Special Needs Planning

Your disabled child could become ineligible for government programs after a generous inheritance, but we’ll help you avoid this.

Advanced Estate Planning

If your total wealth is higher than average, our lawyers can create an advanced estate plan to protect it.

Asset Protection

Your valuable assets deserve to be protected from creditors and lawsuits. Hire us to learn which legal tactics can help.

Probate

The probate process is complex and takes months, so hire our probate lawyers for legal assistance from start to finish.

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Why Do You Need an Estate Plan?

A comprehensive estate plan is meant to make your wishes clear regarding how to handle your assets when you can no longer do it yourself due to incapacitation or death. So, if you have assets and loved ones to provide for, it’s recommended that you create an estate plan that addresses how the property within your estate should be distributed after you pass away.

If you don’t have an estate plan in place at the time of your death, you’ll have lost the chance to control what should happen to your assets. This means your estate will enter probate, during which probate court representatives will use the laws set by the state of California to determine who is in charge of estate administration and which family members inherit your belongings. If you prefer to be the only person deciding what happens to your wealth and who should benefit from your years of hard work earning it, call a San Jose estate planning attorney from our firm to make your estate plan as soon as possible.

CLIENT SUCCESS
STORIES

Qutes

I was looking for an estate planning attorney in the Bay area as I don’t want to experience what had happened to my friend who went through a tedious process of probate. Rey showed an exemplary knowledge about protecting my assets. He can give you wide variety options about planning your estate. I’m at peace that all I want to happen is now in writing. Also his team are great and friendly. They response to my querries quick and make sure that I understand everything. Thank you Trust Law Legacy Group. I definitely recommend you with my friends and family.

Qutes

Rey is a board certified specialist in Estate Planning, trust, and probate. My parents fear was dealing with probate if something happens to them. Thankful, he was referred by my friend and helped us set up a trust for my parents. He is the best estate planning attorney in the Bay Area.

Qutes

A certified specialist in estate planning and elder care, Attorney Rey provided me with excellent advice when I needed nursing home care for my mother. Because of his advice, were able to find her the care that she needed. In addition, Attorney Rey has recently provided trust administration and probate advice in a complex matter with an estate worth several million dollars. His expertise in estate planning, including complicated issues, make him an invaluable advisor. Highly recommended.

Qutes

I was looking for an estate planning attorney in the Bay area as I don’t want to experience what had happened to my friend who went through a tedious process of probate. Rey showed an exemplary knowledge about protecting my assets. He can give you wide variety options about planning your estate. I’m at peace that all I want to happen is now in writing. Also his team are great and friendly. They response to my querries quick and make sure that I understand everything. Thank you Trust Law Legacy Group. I definitely recommend you with my friends and family.

Qutes

Rey is a board certified specialist in Estate Planning, trust, and probate. My parents fear was dealing with probate if something happens to them. Thankful, he was referred by my friend and helped us set up a trust for my parents. He is the best estate planning attorney in the Bay Area.

How Can San Jose Estate Planning Lawyers Help You Plan for Your Future?

Experienced estate planning attorneys should be knowledgeable about a variety of legal tools to include in your estate plan. Once you’ve communicated your estate planning goals to your attorney, you’ll be presented with a range of legal options that can help you fulfill them. These can include wills, trusts, powers of attorney, and more.

The attorneys at our San Jose law firm have spent years offering quality legal services to clients across California, so we’re adept at determining which estate planning tools would best meet your needs. Whether you simply want to distribute your assets to your heirs and appoint an executor or need to find ways to reduce your estate tax liability, our legal team is here to help.

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MEET OUR TEAM

H. R​EY G​ERVA​CIO, PH​.D.
H. R​EY G​ERVA​CIO, PH​.D.

Managing Attorney

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GERALD SMITH, ESQ.
GERALD SMITH, ESQ.

Of Counsel Litigation Attorney

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H. R​EY G​ERVA​CIO, PH​.D.
H. R​EY G​ERVA​CIO, PH​.D.

Managing Attorney

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GERALD SMITH, ESQ.
GERALD SMITH, ESQ.

Of Counsel Litigation Attorney

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H. R​EY G​ERVA​CIO, PH​.D.
H. R​EY G​ERVA​CIO, PH​.D.

Managing Attorney

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GERALD SMITH, ESQ.
GERALD SMITH, ESQ.

Of Counsel Litigation Attorney

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H. R​EY G​ERVA​CIO, PH​.D.
H. R​EY G​ERVA​CIO, PH​.D.

Managing Attorney

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GERALD SMITH, ESQ.
GERALD SMITH, ESQ.

Of Counsel Litigation Attorney

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What Should You Look for in an Estate Planning Law Firm?

If you’re ready to start learning about the estate planning tools available to you, it’s essential to meet with a trusted estate planning attorney who has been serving clients across Santa Clara County for years. You deserve to work with a team that has successfully created numerous estate plans for clients with a wide range of needs, from asset protection to business succession planning. This type of experience can give you peace of mind that your lawyer can handle your legal needs regardless of their complexity.

You should also look for a law firm that’s known for providing free consultations, a compassionate attitude, and personalized attention to clients in search of custom estate plans. Trust Law Legacy Group, APC offers all this and more, so contact our San Jose law offices today to schedule your first meeting with our helpful team.

WHY CHOOSE US?

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Two Convenient California Locations

With law offices in San Jose and Fremont, we can offer legal guidance to countless clients in and around Santa Clara County and Alameda County. This means you don’t have to travel far to develop the estate plan you deserve in order to protect your family.

Legal Options for a Wide Range of Clients

Everyone deserves an estate plan that addresses their concerns, which is why we’re proud to say our clients are diverse when it comes to their current situation. We regularly create estate plans for business owners, high-net-worth families, and clients at high risk of bankruptcy or lawsuits that could threaten their estate.

Personal Attention for Your Case

We realize no two clients are the same, so they shouldn’t end up with the same standard estate plan. We’re dedicated to carefully listening to each client’s specific needs before recommending and developing wills, trusts, and other documents regarding their estate.

Legal Focus on Estate Issues

Our legal services revolve around helping clients protect their estates in a variety of ways. Whether you want help developing and improving your estate plan, need guidance through the probate process, or require our estate litigation skills, we’ll be happy to assist you.

Decades of Legal Experience

We’ve been serving clients throughout California for several years, so we’ve had a chance to resolve nearly every possible legal problem involving estates. From determining the right tools for an estate plan to litigating on behalf of beneficiaries, we can do it all.

Free Initial Evaluation

When you call our San Jose Law Firm, you’ll have a chance to speak with our knowledgable team to help determine if our legal services meet your needs.

Two Convenient California Locations

With law offices in San Jose and Fremont, we can offer legal guidance to countless clients in and around Santa Clara County and Alameda County. This means you don’t have to travel far to develop the estate plan you deserve in order to protect your family.

Legal Options for a Wide Range of Clients

Everyone deserves an estate plan that addresses their concerns, which is why we’re proud to say our clients are diverse when it comes to their current situation. We regularly create estate plans for business owners, high-net-worth families, and clients at high risk of bankruptcy or lawsuits that could threaten their estate.

Personal Attention for Your Case

We realize no two clients are the same, so they shouldn’t end up with the same standard estate plan. We’re dedicated to carefully listening to each client’s specific needs before recommending and developing wills, trusts, and other documents regarding their estate.

Legal Focus on Estate Issues

Our legal services revolve around helping clients protect their estates in a variety of ways. Whether you want help developing and improving your estate plan, need guidance through the probate process, or require our estate litigation skills, we’ll be happy to assist you.

Decades of Legal Experience

We’ve been serving clients throughout California for several years, so we’ve had a chance to resolve nearly every possible legal problem involving estates. From determining the right tools for an estate plan to litigating on behalf of beneficiaries, we can do it all.

Free Initial Evaluation

When you call our San Jose Law Firm, you’ll have a chance to speak with our knowledgable team to help determine if our legal services meet your needs.

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How Should You Prepare for Your Free Consultation at Our San Jose Law Offices?

Once you schedule your free initial consultation with our skillful attorneys, we recommend you prepare for the meeting by thinking about what you hope to achieve with your estate plan. Consider your top concerns, such as ensuring your family is financially provided for, avoiding probate, seamlessly transferring business ownership, or reducing estate taxes. Knowing this information will help us craft a personalized estate plan that meets your needs.

We also advise you to consider which loved ones you want to include in your estate plan. Think about who you want to leave your assets to, who should be in charge of will or trust administration, and who should be the guardians of your children when you pass away. Making a note of these details will streamline the estate planning process, as will writing down any questions you have for our team so we can provide the guidance you need from the start of your case.

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Call Trust Law Legacy Group, APC for Legal Assistance

If you want to hire caring attorneys who can develop an estate plan to give you peace of mind when you think about your family’s future, contact Trust Law Legacy Group, APC. We’d be happy to guide you through the entire process of setting up a trust, will, advance directive, or any other estate planning tool that will benefit you and your family. Call 669-201-4368 today to schedule your initial consultation with our knowledgeable lawyers.

FREQUENTLY ASKED
QUESTIONS

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