Are you looking for good Estate Planning Attorneys in the San Francisco Bay Area, Novato, Tiburon, Sausalito, Piedmont, San Lorenzo, Palo Alto, San Mateo, Moraga, Lafayette, Alameda, Financial District, Presidio Heights, Seacliff, Nob Hill, Marina District, Twin Peaks, or Russian Hill area to help create your California Living Trust?
Our San Francisco Bay Area Estate Planning offices are headed by our CEO and founder Jim Cunningham, and serve clients throughout the San Francisco Bay Area and nearby communities.
Here you can access CunninghamLegal’s complete team and complete set of California Legal Services, including California Estate Planning, Trust Administration, Asset Protection, Probate Law, Elder Law, and much more.
About San Francisco Bay Area Estate Planning Attorney James L. Cunningham, Jr
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 CunninghamLegal team.
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.
You Really Do Need an Estate Planning Lawyer
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.
Why You Need a Local Living Trust Lawyer
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 Francisco Bay Area, Berkeley, Novato, San Rafael, Tiburon, Sausalito, Piedmont, San Lorenzo, Palo Alto, San Mateo, Moraga, Lafayette, Alameda, Financial District, Presidio Heights, Seacliff, Nob Hill, Marina District, Twin Peaks, or Russian Hill 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 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.
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 Santa Rosa for Estate Planning and Trust Administration. We offer in-person, phone, and Zoom appointments. Just call (707) 542-1700, or book an appointment online.