Estate Planning Attorneys in Berkeley, CA

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Top Berkeley, CA Estate Planning Law Firms

Peter Shelton Law
Location 2041 Bancroft Way #206, Berkeley, CA 94704, USA
Phone (510) 394-5483
Mcnitt George A
4 out of 5
Location 1936 University Ave, Berkeley, CA 94704, USA
Phone (510) 444-0800
Law Office of Zachary Epstein
5 out of 5
Location 1919 Addison St, Berkeley, CA 94704, USA
Phone (510) 841-4500
Ross, Julia L - Julia L Ross Law Office
Location 1442 Walnut St UNIT 301, Berkeley, CA 94709, USA
Phone (510) 528-2555
The Law Office of Kevan Warren
5 out of 5
Location 1534 Solano Ave, Albany, CA 94707, USA
Phone (510) 621-3797
Law Offices Of Gary R. Kershner
5 out of 5
Location 1425 Leimert Blvd Ste 400, Oakland, CA 94602, USA
Phone (510) 336-9500
Gerard D. Launay
5 out of 5
Location 2119 Addison St, Berkeley, CA 94704, USA
Phone (510) 486-1000
Law Office of Peter Fredman
5 out of 5
Location 125 University Ave Suite 102, Berkeley, CA 94710, USA
Phone (510) 868-2626
Button Law Inc.
5 out of 5
Location 1052 Filbert St, San Francisco, CA 94133, USA
Phone (650) 703-6038
The Atashi Rang Ewing-Rice Law Firm PC
5 out of 5
Location 201 Mission St 12th floor, San Francisco, CA 94105, USA
Phone (415) 398-7275
Roisman Henel + Adams LLP
4 out of 5
Location 1999 Harrison St #1400, Oakland, CA 94612, USA
Phone (510) 466-6000
Catherine Yee Attorney At Law
5 out of 5
Location 456 Montgomery St #700, San Francisco, CA 94104, USA
Phone (415) 982-7312
Dahlia Law Group LLP
4 out of 5
Location 1425 Leimert Blvd #203, Oakland, CA 94602, USA
Phone (510) 482-2158
Estate Planning Lawyers in Berkeley, CA

Where Estate Planners in Berkeley, CA Serve

Berkeley is a city in the East Bay region of the San Francisco Bay Area. It has a population of about 112,000 people and is known for its liberal politics and activism. Berkeley is home to a number of landmarks, including UC Berkeley, the Berkeley Rose Garden, and the Greek Theater. The top employers in Berkeley are UC Berkeley, the City of Berkeley, and Blue Shield of California. Major highways and streets in Berkeley include I-80, Ashby Avenue, and University Avenue. The neighborhoods in Berkeley include Northbrae, Thousand Oaks, and Westbrae.

Financial Services Related to Estate Planning in Berkeley, CA

Banks and Credit Unions

Banks in Berkeley, CA can provide financial services to residents in a variety of ways.One way banks can provide financial services to residents is by opening up branches within the city limits. This would allow customers to easily access their accounts and conduct transactions without having to travel far. Banks could also offer mobile banking services, which would let customers conduct transactions and check account balances using their smartphones. Additionally, banks could offer online banking services, which would allow customers to manage their finances from anywhere with an internet connection. Finally, banks could offer a variety of different types of checking and savings accounts, as well as loans and credit products, which would meet the needs of all kinds of Berkeley residents.

Insurance Broker

Residents of Berkeley, CA can benefit from the services that insurance brokers provide. Insurance brokers are professionals who can help residents find the right insurance policy for their needs. They can also help residents file claims and get the money they deserve after an accident or other incident. In addition, insurance brokers can help residents save money on their premiums by finding them good deals on policies.

Retirement Planning

When it comes to retirement planning, Berkeley, CA residents have a lot of options. One popular option is to invest in a Roth IRA. A Roth IRA is an individual retirement account that allows you to save money for retirement after you pay taxes on the contributions. This type of account has many benefits, including tax-free growth and tax-free withdrawals in retirement.

Wealth Management

Wealth management services can be of great benefit to Berkeley, CA residents. By working with a wealth manager, you can gain a clear understanding of your financial situation and develop a plan to improve it. A wealth manager can help you save money, grow your investments, and protect your assets. If you are interested in learning more about how a wealth management service could benefit you, please contact us today.

Financial Advisor

Berkeley, CA is a city that is home to many college students. As a result, there are plenty of financial advisors who offer their services to residents of this city. These advisors can provide guidance on a variety of topics, including budgeting, investing, and saving for retirement. They can also help individuals file their taxes and plan for major life events such as buying a home or retiring. Residents of Berkeley should consider meeting with a financial advisor to get started on their path to financial success.

Mortgage Loan Officer

Mortgage loan officers provide a variety of services to Berkeley, CA residents. These services may include, but are not limited to, helping people find the best mortgage for their needs, guiding them through the application process, and assisting with any questions or concerns they may have. In addition, mortgage loan officers can help people refinance their mortgages in order to get a lower interest rate or consolidate their debt.

Tax Services

Residents of Berkeley, CA can rely on tax accountants to help them with a variety of services related to their taxes. These services can include preparing and filing tax returns, representing clients before the IRS, and providing advice on how to reduce one's tax liability. In addition, many tax accountants also offer other services such as bookkeeping and accounting. As a result, residents of Berkeley can find a qualified accountant who meets their needs and budget.


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