CunninghamLegal helps individuals, families, and business owners plan with confidence through thoughtful, comprehensive planning and trusted guidance. While our core focus is estate planning, trust administration, tax planning, and business planning, we also guide clients through asset protection, special needs planning, real estate matters, Proposition 19 planning, and more.
At CunninghamLegal, we guide savvy, caring families in the protection and transfer of multi-generational wealth.
Our team of California Trust, Tax Planning, and Real Estate attorneys take a highly personal approach to our work. We devote time and effort to fully understanding your assets, your personal goals, and the concerns you have for passing assets on to your loved ones; then we design a customized plan just for you. In our extensive practice we also provide trust administration, probate representation, tax planning, real estate matters, asset protection strategies, and much more.
If you are in need of estate planning services, you may be searching for a “living trust lawyer near me.” CunninghamLegal maintains Estate Planning offices throughout California, with superb estate planning attorneys located in Northern California: Auburn, Folsom, Oakland Hills, Roseville, Sacramento, San Francisco, San Rafael, Santa Rosa, Walnut Creek; Southern California: Huntington Beach, Pasadena, Westlake Village, and Woodland Hills. We also offer living trust attorneys in Los Angeles who can handle all of your estate planning needs. In addition, our legal services are available over phone and videoconference so even if you don’t live near these cities, CunninghamLegal can still assist you.
Please contact us at one of our offices to learn more about how we can protect you and your loved ones.
Estate planning is not one size fits all, which is why CunninghamLegal offers three levels of estate planning based on your life, family, and goals. Each level provides increasing protection and strategy, from essential estate documents to advanced legacy planning designed to preserve your wealth.
Expert guidance from the start: From your first call, we take the time to understand your family, your goals, and your assets. This lets us create an estate plan that truly helps protect what matters to you most.
Comprehensive, tailored estate planning: We focus on creating living trusts, reducing taxes, and structuring your affairs properly to avoid probate and court intervention. Every estate plan is designed to fit your family’s unique situation.
Experience you can trust: California estate laws are complex and always evolving. Our dedicated team specializes in living trusts full-time, helping your plan stay current and avoid costly mistakes.
Easy, stress-free process: We know families are busy. You provide the information, we handle the rest. We’re always available to answer questions and provide ongoing support.
Not all attorneys have deep experience in California Living Trusts and estate planning. Many draft trusts occasionally, which can lead to costly mistakes over time.
A knowledgeable California Living Trust attorney can help you:
Estate and trust planning is not a one-time event. Your plan should evolve as your family, assets, and the law change.
CunninghamLegal offers:
Every family is different, and standard documents often fall short.
We assist clients like:
CunninghamLegal serves individuals, families, professionals, and business owners throughout California.
We can help. Find the resources you need:
Avoid probate
through accurate
trust drafting
Preserve SSI and
public benefits for
loved ones
Properly structure
retirement accounts
and inheritances
Protect Prop 13
property tax benefits
under Prop 19
Special needs and disabled dependents requiring care planning, financial protection, and legal support for long-term wellbeing and security.
Blended families by creating tailored estate plans that address unique family dynamics, protect assets, and provide clear legal structure for long-term security.
Asset protection and inheritance planning by developing strategies to protect wealth, reduce risk, and support the transfer of assets to future generations.
Explore our online webinars and get your questions answered by expert estate attorneys.
Jim Cunningham, our founder, wrote the best-selling Savvy Estate Planning, outlining the ten biggest estate planning mistakes.
Stay informed with our expert blogs, covering estate planning tips, trust strategies, and ways to help protect your family & assets.
Our Client Specialists (non-attorney) are here to learn about your goals and schedule you
with the appropriate CunninghamLegal attorney who can best serve your unique situation.
Ready to speak with someone now? Call our office: (866) 988-3956
