San Rafael Office

HOW TO FIND THE BEST LIVING TRUST ATTORNEYS IN SAN RAFAEL, CALIFORNIA

Are you looking for a good Estate Attorney in the San Rafael, Marin County, Greenbrae, Corte Madera, Larkspur, San Anselmo, Ross, Kentfield, Stinson Beach, Mill Valley, Strawberry, Novato, Sausalito, and Tiburon area to help create your California Living Trust?

Our San Rafael Estate Planning office is headed by our CEO and founder Jim Cunningham, and serves clients throughout the area of Marin County and nearby communities.

Here you can access CunninghamLegal’s entire estate planning team and complete set of California Legal Services, including California Estate Planning, Trust Administration, Asset Protection, Probate Law, Advanced Tax Planning, Elder Law, and much more.

About San Rafael Estate Attorney James L. Cunningham, Jr

Jim Cunningham Jim Cunningham is the founder and president of CunninghamLegal, the bestselling author of the book Savvy Estate Planning, and is a Certified Specialist in Estate Planning, Trust, and Probate Law by the State Bar of California Board of Specialization — a rare distinction. He is a frequent speaker on estate planning topics, and serves as lead attorney for the entire CunnninghamLegal team. Jim also happens to live in the Marin County, Greenbrae area, and heads up the San Rafael office himself.

Jim’s professional memberships include: 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.

Picking Up the Torch for Retiring Attorney Robert J. Turrini

The CunninghamLegal San Rafael office is proud to have been entrusted with the legal practice of Estate Planning Attorney Robert J. Turrini of The Freitas Law Firm.

Estate Planning creates a solemn, vital agreement which must move from generation to generation. At CunninghamLegal, we accept that charge with the utmost consideration and care. As Robert J. Turrini begins to step back from his long-respected work in estate planning, we are deeply honored that he has chosen to entrust the clients of The Freitas Law Firm to CunninghamLegal. We will work closely with him to ensure a smooth and seamless transition. You can learn more about The Freitas Law Firm transition here.

You Really Do Need a Specialist

It’s not easy choosing a Living Trust attorney—or at least, it shouldn’t be.

Estate planning is a dynamic, ever-changing field that absolutely demands focused expertise. Often, lawyers handle estate plans as a small sideline, and just don’t have the time to keep up with ever-shifting California inheritance or “Death Tax” laws, and even less with federal inheritance tax shifts.

 

We help people plan for some of the most difficult times in their lives, then provide guidance when those times come.

 

Inheritance law changes come frequently and dramatically, on everything from trusts to taxes to IRAs. Many changes in estate law came in the years 2014, 2017, 2019, and especially 2020 which should trigger a re-think of everyone’s estate plan.

That’s why every attorney in our practice spends serious time each month on professional development—attending webinars and seminars when they aren’t giving webinars and seminars.

If you’ve searched “living trust attorney near me,” then you’ve made a start, but you aren’t done looking and thinking about this. And please, don’t rely on some online trust mill. A Living Trust is way too important for a robot, and every trust requires personal customization, no matter how simple you may imagine your situation to be.

Local Matters, Too

Being local often matters a lot with an estate attorney.

Estate Planning is a personal relationship. And even as the world moves to attorney video conferencing with Zoom and the like, you will always want someone with a local office for signings and paperwork.

Just as importantly, only a full-time San Rafael, Marin County, Greenbrae, Corte Madera, Stinson Beach, Mill Valley, Novato, and Sausalito area estate attorney will maintain the right estate-related contacts with local accountants and financial planners—they can and should work together for you.

What Do We 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.

Our office has represented families of all types, large and small businesses, celebrities, professionals, and people at 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, a grandparent. We help to provide stability during such times, with the goal of guiding and protecting every client. That often includes Trust Administration, and helping new Trustees understand what to do after a death.

We always approach our work with ethics, knowledge, care, and caring.

Make sure your Last Will & Testament, your Living Will and Health Care Directive, Living Trust, Powers of Attorney, and Estate Plan are up-to-date with your current family situation and the latest laws. Make sure you protect yourself as a trustee.

We look forward to working with you! Make an appointment to meet with CunninghamLegal San Rafael for Estate Planning and Trust Administration. We offer in-person, phone, and Zoom appointments. Just call (415) 358-6970, or book an appointment online.

At CunninghamLegal, we guide savvy, caring families in the protection and transfer of multi-generational wealth.

Our San Rafael, California Location

CunninghamLegal Estate Planning
within the offices of Freitas Law
1108 Fifth Avenue, Third Floor
San Rafael, CA 94901

Requires Appointment
Phone (415) 358-6970

Contact us today to book a call!

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