Santa Rosa Office

HOW TO FIND THE BEST LIVING TRUST, TRUST ADMINISTRATION, AND ESTATE PLANNING ATTORNEYS IN SANTA ROSA, CALIFORNIA

Looking for a great Estate Attorney in the Santa Rosa, Rohnert Park, Petaluma, Sebastopol, Occidental, Windsor, Healdsburg, Cloverdale, Sonoma, and St. Helena areas to help create your California Living Trust?

Helmed by CunninghamLegal CEO and founder, Jim Cunningham, our Santa Rosa Estate Planning office serves clients throughout the area of Santa Rosa and nearby communities.

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

About Santa Rosa Estate 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 speaks frequently on estate & tax planning topics, and serves as lead attorney for the entire CunnninghamLegal 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.

CunninghamLegal helps people plan for some of the most difficult times in their lives, then provides guidance when those times come.

Carrying On the Legacy of Bruce Ketron & Associates

We are honored that the Santa Rosa, California Offices of Bruce D. Ketron & Associates, Estate Planning, Living Trusts, and Trust Administration, have now been entrusted to CunninghamLegal.  Everyone at CunninghamLegal shares Bruce’s passion for handling client affairs with ethics, expertise, and sensitivity. As he moves toward retirement, Bruce will continue to be Of Counsel at CunninghamLegal, and we retain all documents from the office.  You can learn more about the Bruce D. Ketron & Associates transition here.

Why You Really Need Have an Estate Planning Specialist

Choosing a Living Trust attorney shouldn’t be a quick, easy decision.

Estate planning is a dynamic, constantly changing legal discipline that requires focused, specialized expertise. Often, lawyers handle estate planning as offshoots of their regular practices, and just don’t have the time, knowledge, or expertise to keep up with the endlessly-shifting California inheritance or “Death Tax” laws, to say nothing of shifts in federal inheritance tax.

Inheritance laws change constantly and drastically, and that applies to everything from living trusts to taxes to IRAs. There were numerous changes in estate law in 2014, 2017, 2019, and especially in 2020 and 2021, all of which should trigger a re-think of everyone’s estate plan.

That’s why every estate planning attorney on the CunninghamLegal team spends a substantial amount of time each month on professional development—attending webinars and seminars when they aren’t actually giving webinars and seminars themselves.

If you’ve performed an internet search for “living trust attorney near me,” then you’ve made a great start, but you still need to give this more thought. And please, make sure you don’t rely on some random online trust generator to choose your living trust attorney! Your living Trust is way too crucial to turn over to a computer! A Living Trust requires personal customization and attention, no matter how simple you may think your estate may be.

The Benefit of a Local Estate Planning Attorney

Yes, having a local office really does matter when it comes to your estate planning attorney.

Estate Planning is a very personal relationship that relies on trust between attorney and client. Though the world has adjusted to attorney video conferencing with Zoom, FaceTime, and the like, you will always want to have an estate planning attorney with a local office nearby for signings and paperwork.

Your estate planning attorney should also be able to maintain the right estate-related contacts with local accountants and financial planners–only a full-time Santa Rosa, Rohnert Park, Petaluma, Sebastopol, Occidental, Windsor, Healdsburg, Cloverdale, Sonoma, and St. Helena estate attorney will really be able to do that. Your estate planning attorney and these local contacts can and will work together to your benefit.

What Can An Estate Planning Attorney Do for You?

The attorneys and staff at CunninghamLegal help people plan for the most difficult, stressful, and challenging times in their lives, then provide guidance and expertise when those times actually come.

The CunninghamLegal Estate Planning offices represent families of every type, large and small businesses, celebrities, professionals, and people at a wide variety of income levels and complexity of assets.

Many of our clients work with us just after they’ve gone through losing a loved one, whether that loved one is a parent, spouse, sibling, partner, grandparent or anyone else. Beyond our services, our role is to provide stability during those very difficult times, with the goal of guiding and protecting every single client who walks through our doors. That might include Trust Administration which includes handling all the details and guiding new Trustees through their role and responsibilities after the death of a loved one.  Or it might include advanced, multi-generational tax planning for high-net worth families.

We always approach our work with the highest level of ethics, understanding, knowledge, and sensitivity. Please see our Practice Areas for a complete list of our services.

Ensure your Last Will & Testament, your Living Will and Health Care Directive, Living Trust, Powers of Attorney, and Estate Plan are entirely up to date with the latest laws and your current family situation. Trustees—make sure you protect yourself by learning what your responsibilities are!

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.

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

Our Santa Rosa, California Location

740 4th St,
Santa Rosa, CA 95404

Hours:
Monday – Friday
8:00 AM – 5:00 PM

Phone: (707) 542-1700

Contact us today to book a call!

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