Welcome to Clients of Ketron & Assoc.

WELCOME, ESTATE PLANNING CLIENTS OF BRUCE KETRON & ASSOCIATES

The Napa and Santa Rosa, California Offices of Bruce D. Ketron & Associates, Estate Planning, Living Trusts, and Trust Administration, are now operated by CunninghamLegal. As Attorney Bruce Ketron moves toward retirement, he has entrusted his documents and clients to our firm.

Bruce Ketron is 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 moving forward.

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. Bruce will continue to be Of Counsel at CunninghamLegal, and we have already been working closely with him to ensure a smooth and seamless transition.

The Napa office remains open to serve you at 1700 2nd St, Suite 250, Napa, CA 94558, phone (707) 226-1700. And the Santa Rosa office is open at 740 Fourth Street, Santa Rosa, CA 95404 Phone: (707) 819-2968.

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, Elder Law, 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 be receiving a letter in the mail informing you of Bruce Ketron’s transition to retirement, and the transfer of his practice to the capable hands of CunninghamLegal. In that letter, Bruce has this to say:

Attorney Bruce Ketron

“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 offices 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 seven attorneys at the forefront of the field. For more than 26 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.

Free, No-Obligation 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 free consultation via phone or Zoom, or just give us a call at (707) 226-1700.

Urgently Update Your Contact Information with the Form

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

Securing Your Documents & Going Green

Rest assured that documents previously held at the offices of Ketron & Associates are secure. In order to better store and retrieve documents at CunninghamLegal, we are presently going green by converting critical documents to electronic form for long-term safekeeping. After 90 days, we will be scanning all documents provided to us by the Neal office for retention, then securely shredding and disposing of the paper versions. If you would like to retrieve the document originals, please call the office at (707) 226-1700 right away, and we can determine how best to get your files to you.

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, Savvy Estate Planning: What You Need to Know Before You Talk to the Right Lawyer—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 Cunningham Jr., Esq.
Founder, CunninghamLegal

CLIENTS OF BRUCE KETRON: ESTATE PLANNING DISCUSSION

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.

UPDATE YOUR INFORMATION WITH US

Please update your contact information and get on our email list for events and legal updates.

NAPA OFFICE
1700 Second Street, Suite 250
Napa, CA 94559
Phone: (707) 226-1700
Fax: (707) 226-2980

SANTA ROSA OFFICE
740 Fourth Street
Santa Rosa, CA 95404
Phone: (707) 819-2968
Fax: (707) 226-2980

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