HOW TO FIND THE BEST LIVING TRUST AND ESTATE PLANNING ATTORNEYS IN SAN FRANCISCO AND THE BAY AREA

Are you looking for a good San Francisco Estate Planning attorney in the Bay Area to create your California Living Trust?

We now primarily serve clients at our San Rafael and Oakland offices. Our fully staffed offices offer the best client experience and are open 9am-5pm.

While our San Francisco location remains available in exceptional circumstances, we strongly encourage all clients to visit our other main offices. We can provide full service through video calling on Zoom, email, and phone at 866.988.3956.

Our team of San Francisco probate lawyers, headed by CEO and founder Jim Cunningham, serves clients throughout the San Francisco Bay Area and nearby communities.

Here you can access CunninghamLegal’s expert team and California Legal Services, including California Estate Planning, Trust Administration, Asset Protection, Probate Law, Elder Law, and other estate litigation solutions.

San Francisco Estate Planning Lawyer, Full-Service Support

If you’re in or near San Francisco, you want an estate planning attorney who knows the area.

Our attorneys who live in San Francisco and nearby communities provide deep local knowledge and connections, even if CunninghamLegal now primarily operates from our fully-staffed San Rafael and Oakland offices.

As the world moves to attorney video conferencing, you still need experienced San Francisco asset protection attorneys with local roots who understand your community and can arrange convenient meetings for signings and paperwork when needed.

Just as importantly, our attorneys who call San Francisco, Marin County, and the East Bay home maintain the right estate-related contacts with local accountants and financial planners throughout the Bay Area—they can and should work together for you. This local expertise, combined with our comprehensive San Rafael and Oakland office resources, gives you the best of both worlds: attorneys who truly understand your San Francisco community backed by our full-service legal team.

What We Offer at Our San Francisco Virtual Office

While this office is not staffed, it provides important remote services, including:

• Document drop-off
• Scanning ability
• Notarizations

You Need a Specialized Estate Planning Lawyer

It’s not easy choosing an Estate Planning attorney in San Francisco—or at least, it shouldn’t be.

Estate planning is a dynamic, ever-changing field that thrives on focused expertise. Many people advertise themselves as a San Francisco probate attorney and handle the occasional estate plan as a small sideline. They aren’t keeping up with ever-shifting California inheritance or “Death Tax” laws and federal inheritance tax shifts. That’s why having a specialized San Francisco estate planning attorney provides maximum protection for your legacy.

CunninghamLegal living trust attorneys in San Francisco help people plan for some of the most difficult times in their lives and provides guidance when those times come.

Inheritance law changes frequently and dramatically, affecting everything from trusts to taxes to IRAs. That’s why every estate planning attorney in San Francisco at CunninghamLegal spends serious time each month on professional development.

If you’ve searched “estate planning attorney in San Francisco, CA” or “probate attorney in San Francisco,” you’re off to a good start, but you can’t stop there. Skip the online trust mills. A Living Trust requires customization by an experienced estate planning attorney in San Francisco, no matter how simple you may imagine your situation to be.

What Do Living Trust Attorneys Do?

The lawyers and staff at CunninghamLegal help people plan for some of the most difficult times in their lives, then provide guidance when those times come. Estate tax is a complicated subject, and a specialized and trustworthy law practice is needed to provide legal counsel, and help you set up your own future and the future of your heirs.

Our trust and estate lawyers in San Francisco are experts, and have represented families of all types, large and small businesses, celebrities, professionals, and people with every level of income and complexity of assets.

Many of our clients work with us right after they’ve gone through the loss of a loved one—a parent, a spouse, a sibling, a partner, or a grandparent. We help to provide stability during such times, respecting each client’s unique experience, with the goal of guiding and protecting every step of the way. That often includes Trust Administration, and helping new Trustees and Beneficiaries understand what to do after a death.

Make sure your Last Will & Testament, your Living Will and Health Care Directive, Living Trust, Powers of Attorney, and Estate Administration Plan are up-to-date with your current family situation and the latest laws. You’ll also need to protect yourself as a trustee. Legal advice from a San Francisco estate planning attorney can help with all that and more—serving your needs, solving issues, and helping you achieve your goals during a comprehensive consultation.

About San Francisco Bay Area Estate Planning Attorney James L. Cunningham, Jr., Esq.

Jim Cunningham, founder and president of CunninghamLegal, is the bestselling author of the book Savvy Estate Planning. He also holds the rare distinction of being named a Certified Specialist in Estate Planning, Trust, and Probate Law by the State Bar of California Board of Specialization. Jim is a frequent speaker on estate planning topics, and serves as lead attorney for the entire CunninghamLegal team.

Jim’s professional memberships include the California State Bar, Ventura County Bar Association, El Dorado County Bar Association, WealthCounsel, National Academy of Elder Law Attorneys (NAELA), California Advocates for Nursing Care Reform (CANHR), Aircraft Owners and Pilots Association (AOPA), Vistage International and Capitol City Trial Lawyers Association.

Trust and Estate Attorney Bay Area – California Expert

Need counsel from a trust and estate attorney in the Bay Area? Make an appointment with CunninghamLegal for Estate Planning and Trust Administration. We offer in-person, phone, and Zoom consultations. Call (707) 542-1700 or book an appointment online to learn more.

We guide savvy, caring families in protecting and transferring multi-generational wealth.