Estate Planning Attorneys in El Cerrito, CA

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List of Firms

Top El Cerrito, CA Estate Planning Law Firms

Watson, Hoffe & Hass
2 out of 5
Location 3700 Barrett Ave, Richmond, CA 94805, USA
Phone (510) 237-3700
Directions
Abelson Perez Law LLP
3 out of 5
Location 3220 Blume Dr #200, Richmond, CA 94806, USA
Phone (510) 223-5910
Directions
Audrey D Shields Law Offices
4 out of 5
Location 11100 San Pablo Ave Suite 209, El Cerrito, CA 94530, USA
Phone (510) 839-4200
Directions
David Frey Law Offices
Location 3700 Barrett Ave, Richmond, CA 94805, USA
Phone (510) 215-5900
Directions
Bennett James T
5 out of 5
Location 1530 Navellier St, El Cerrito, CA 94530, USA
Phone (510) 232-6559
Directions
Summerall Law, P.C.
5 out of 5
Location 3873 Piedmont Ave #8, Oakland, CA 94611, USA
Phone (415) 944-9406
Directions
Carol L. Hoffman
4 out of 5
Location 1510 Walnut St e, Berkeley, CA 94709, USA
Phone (510) 647-8044
Directions
El Cerrito Probate Law
Location 3060 El Cerrito Plaza, El Cerrito, CA 94530, USA
Phone (650) 799-9998
Directions
The Law Office of Kevan Warren
5 out of 5
Location 1534 Solano Ave, Albany, CA 94707, USA
Phone (510) 621-3797
Directions
Brock Law Office
Location 10106 San Pablo Ave, El Cerrito, CA 94530, USA
Phone (510) 841-1171
Directions
Hunt Kathleen A
5 out of 5
Location 6002 Barrett Ave, El Cerrito, CA 94530, USA
Phone (510) 289-2288
Directions
Shrem Law
5 out of 5
Location back right corner of complex, on Knott Avenue, 11720 San Pablo Ave Suite C, El Cerrito, CA 94530, USA
Phone (510) 882-9992
Directions
Jenssen Law Office
Location 6407 Fairmount Ave, El Cerrito, CA 94530, USA
Phone (510) 526-2172
Directions
Law Office of Alice K. Dueker
Location 1604 Solano Ave #2109, Albany, CA 94707, USA
Phone (510) 542-2920
Directions
Linda Durston Law Offices
5 out of 5
Location 1604 Solano Ave, Albany, CA 94707, USA
Phone (510) 526-1376
Directions
Mitchell Law Office
5 out of 5
Location 1320 Solano Ave # 203, Albany, CA 94706, USA
Phone (510) 525-8282
Directions
Fairchild Janet
Location 10329 San Pablo Ave, El Cerrito, CA 94530, USA
Phone (510) 525-4235
Directions
Lyon & Quintero Law Offices
4 out of 5
Location 7511 Fairmount Ave, El Cerrito, CA 94530, USA
Phone (510) 526-5144
Directions
Davidson Estate Law
5 out of 5
Location 1300 Clay St Ste 600, Oakland, CA 94612, USA
Phone (510) 527-6774
Directions
Bonnie K Bishop Law Office
Location 1760 Solano Ave # 305, Berkeley, CA 94707, USA
Phone (510) 526-7144
Directions
Halpern Law Office
Location 1534 Solano Ave, Albany, CA 94707, USA
Phone (510) 527-4337
Directions
Loew Law Group
5 out of 5
Location 1650 Borel Pl STE 123, San Mateo, CA 94402, USA
Phone (650) 397-8700
Directions
Blacksburg Law
5 out of 5
Location 315 Noe St, San Francisco, CA 94114, USA
Phone (415) 508-5600
Directions
Elliott Friedman Law Offices
3 out of 5
Location 11100 San Pablo Ave # 201B, El Cerrito, CA 94530, USA
Phone (510) 234-1616
Directions
Orly Law Firm Inc
Location 743 El Cerrito Plaza, El Cerrito, CA 94530, USA
Phone (510) 526-3300
Directions
Law Offices of Richard C. Naish
Location 1760 Solano Ave #308, Berkeley, CA 94707, USA
Phone (510) 548-3200
Directions
Estate Planning Lawyers in El Cerrito, CA

Where Estate Planners in El Cerrito, CA Serve

El Cerrito, CA is a vibrant city in the San Francisco Bay Area with a rich history and diverse community. It is home to several notable landmarks, including the El Cerrito Plaza shopping center, the Cerrito Theater, and the Hillside Natural Area. Top employers in El Cerrito include the West Contra Costa Unified School District, the City of El Cerrito, and the Safeway grocery store chain. Major highways that run through the city include Interstate 80 and State Route 123, while key streets include San Pablo Avenue, Moeser Lane, and Potrero Avenue. El Cerrito is also known for its distinct neighborhoods, such as the Mira Vista Hills, which features stunning views of the Bay Area, and the St. Jerome's area, which is home to a number of historic homes and buildings.

Financial Services Related to Estate Planning in El Cerrito, CA

Banks and Credit Unions

Residents of El Cerrito, CA could benefit from a bank in a variety of ways. One of the most common ways is through access to financial products and services, such as checking and savings accounts, loans, and credit cards. This can help residents manage their money more effectively and achieve their financial goals. Additionally, a bank can provide convenient access to ATMs and other banking services, which can save residents time and hassle. In El Cerrito, specifically, a bank could be particularly helpful for residents who are looking to buy or refinance a home, as the city has a relatively high median home value compared to other areas in the region. With the help of a bank, residents could secure financing and make their dream of homeownership a reality.

Insurance Broker

Residents of El Cerrito, CA can benefit greatly from the services of an insurance broker. With its proximity to the San Francisco Bay Area and its high cost of living, El Cerrito residents need affordable insurance options that provide adequate coverage. An insurance broker can help residents navigate the complex insurance market and find policies that fit their unique needs and budget. For example, an insurance broker can help residents find affordable health insurance options that cover the high cost of medical care in the Bay Area. Additionally, an insurance broker can help residents protect their homes and personal property from natural disasters like earthquakes and wildfires, which are common in California. Overall, an insurance broker can provide valuable guidance and support to El Cerrito residents looking for peace of mind and financial security.

Retirement Planning

Residents of El Cerrito, CA can benefit greatly from the services of a retirement planner. With the high cost of living in the Bay Area, it can be difficult for individuals to save enough for retirement on their own. A retirement planner can help residents of El Cerrito create a personalized plan to save for retirement and ensure they have enough funds to live comfortably. Additionally, El Cerrito has a large population of seniors, and a retirement planner can assist them in navigating the complexities of Medicare and Social Security. Overall, a retirement planner can provide peace of mind for residents of El Cerrito, knowing they have a solid plan in place for their future.

Wealth Management

Residents of El Cerrito, CA could benefit from the services of a wealth manager in a variety of ways. One of the most common ways is through retirement planning. El Cerrito has a large population of older adults, and a wealth manager could help them plan for a comfortable retirement by creating a personalized investment strategy that takes into account their specific financial goals and needs. Additionally, El Cerrito is a diverse community with a range of income levels, and a wealth manager could assist those with higher incomes in managing their wealth and minimizing taxes, while also helping those with lower incomes to build wealth and achieve financial stability. Overall, a wealth manager can provide valuable guidance and support to residents of El Cerrito in achieving their financial goals and securing their financial future.

Financial Advisor

Residents of El Cerrito, CA could benefit from the guidance of a financial advisor in a number of ways. For example, with the high cost of living in the Bay Area, a financial advisor could help residents create a budget and manage their expenses to ensure they are living within their means. Additionally, El Cerrito is a diverse community with a mix of homeowners and renters, so a financial advisor could help residents navigate the complexities of real estate and make informed decisions about buying, selling, or renting property. With the ongoing economic uncertainty caused by the pandemic, a financial advisor could also provide guidance on investing and saving for the future to help residents weather any financial storms that may come their way.

Mortgage Loan Officer

Residents of El Cerrito, CA would greatly benefit from the expertise of a mortgage loan officer. With the high cost of living in the Bay Area, many residents struggle to afford homeownership. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage and finding the best rates and terms. Additionally, El Cerrito is known for its diverse population, and a mortgage loan officer can provide personalized guidance and support to meet the unique needs of each individual or family. Whether it's helping first-time homebuyers or assisting with refinancing, a mortgage loan officer can make the dream of homeownership a reality for residents of El Cerrito.

Tax Services

Residents of El Cerrito, CA can benefit greatly from the expertise of a tax advisor. With the high cost of living in the Bay Area, it's important for residents to maximize their tax deductions and credits to save money. A tax advisor can help residents navigate the complex tax code and identify deductions specific to El Cerrito, such as the city's utility users tax credit. Additionally, with many El Cerrito residents working in tech or other high-income fields, a tax advisor can provide guidance on minimizing tax liability on stock options and other investments. Overall, a tax advisor can provide valuable assistance to El Cerrito residents looking to save money and make informed financial decisions.

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