Welcome, Estate Planning Clients of Bruce Ketron & Associates

Following Bruce Ketron’s passing, CunninghamLegal is honored to continue serving the clients and families of Bruce D. Ketron & Associates. Bruce entrusted his documents and clients to our firm, and we remain committed to carrying forward his longstanding dedication to estate planning, living trusts, and trust administration.

Before his passing, Bruce Ketron began taking steps toward retirement from his superb and long-respected work in estate planning. I am deeply honored that Bruce has chosen to entrust his clients to CunninghamLegal.

I know it’s not easy to lose a trusted advisor, but I also know that everyone here shares his passion for handling client affairs with ethics, expertise, and care.

Clients will continue to be served through CunninghamLegal’s nearby offices, including our San Rafael office at 899 Northgate Drive, Suite 307, San Rafael, CA 94903, phone (415) 358-6970, and our Walnut Creek office at 1990 North California Blvd., 8th Floor, Walnut Creek, CA 94596, phone (925) 261-4256.

Our complete set of legal services is available at these offices, including California Estate Planning, Living Trust creation, Powers of Attorney, Healthcare Directives, Probate Representation, Trust Administration, Asset Protection, Medi-Cal Planning, and much more.

Replay Our “Get to Know You” Event

We invite you to replay our “Get to Know You” virtual webinar with attorney Jim Cunningham, special for clients of Bruce Ketron. Jim talks a bit about the practice, discusses some pressing estate issues, and answers questions from clients.

“My view is that you should have access to more than just me to stay on top of things, and I want you to have the most up-to-date legal services.” – Bruce D. Ketron

If you are a client of Ketron Law, you should have received a letter in the mail informing you of Bruce Ketron’s transfer of his practice to the capable hands of CunninghamLegal. In that letter, Bruce said:

“Jim Cunningham is an excellent second-generation attorney who, like myself, has dedicated his career to estate planning, trust and probate administration. As one of the first trust and probate California State Bar Certified Specialists (1991), I very much appreciate that he holds the same Certification and has the same dedication to providing the top-quality personalized services and energy that I would want you to have. He will manage my clients so he and the other attorneys of CunninghamLegal are available to assure your matters will receive the best care and consideration with their legal services.”

A Little About Us at CunninghamLegal

You will find that CunninghamLegal is a truly dynamic, forward-thinking firm staffed by many attorneys at the forefront of the field. For more than 30 years, we have specialized in Living Trusts, Estate Planning, Trust Administration, Probate, and Elder Law. As founder of CunninghamLegal, I am a second-generation attorney who, like Bruce, dedicated his entire career to these issues. Importantly, I’m also one of the very few California State Bar Certified Specialists in Estate Planning, Trust, and Probate Law. Our firm is proudly “medium-sized” and stable, with offices throughout California: big enough to handle anything, but small enough to know you personally.

Whether you believe you have simple or complex estate planning needs, our attorneys and highly-trained staff can truly handle it all—and make things as easy and clear for you as possible. We offer special expertise in tax law and multi-generational financial planning.

CunninghamLegal Consultation

Are your estate documents up to date? Over time, assets change, the family evolves, and health issues arise—often rendering plans dangerously obsolete. Significant changes in estate law came in recent years (including the 2021 Prop 19 changes to Prop 13!) which may well require adjustments to your plan. We are happy to meet with you for a consultation via phone or Zoom, or just give us a call at (707) 226-1700.

Urgently Update Your Contact Information with the Form

Please fill out the form on this page, update your contact information with our office and give us a brief idea of your current Estate needs.

Securing Your Documents & Going Green

Your confidence in us is paramount. Bruce D. Ketron & Associates maintained client files and original documents both onsite and in secure storage locations. Custody of those files has now been transferred to CunninghamLegal for safekeeping. 

These documents remain the property of each individual client. If you need access to your file or would like to retrieve your original documents, please contact us at team@cunninghamlegal.com or call our office at (707) 226-1700. While we can securely maintain these records, we also understand the importance of having your original documents in hand and would be happy to arrange their return.

Try One of Our Weekly Online Legal Webinars

We invite you to check out our weekly online live legal webinars, where we cover vital topics and take your questions. Please check out our archive of legal webinars and sign up for one of the upcoming topics.

You might also pick up a copy of my bestselling book, an eye-opening look at the whole topic. And consider following us on Facebook to stay current with all the upcoming legal webinars and events.

New Contact Information Sheet to Insert in Your Estate Plan

We suggest you download this contact information sheet, and print it out to include in the front of your existing Estate Plan to alert your Trustee and Beneficiaries that CunninghamLegal retains existing documents, and can administer your Trust on your passing.

Again, Welcome!

Everyone here at CunninghamLegal stands ready to answer any questions you may have, provide our expert guidance, and take care of all your Estate Planning needs in the fastest, most expert way possible. Your well-being and the well-being of your loved ones is our first and only priority.

We look forward to meeting you soon by phone or videoconference. Meanwhile, please accept my sincere welcome…and stay safe!

Best, Jim
James L. Cunningham Jr., Esq.
Founder, CunninghamLegal