Estate Planning Attorneys in Orinda, CA

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List of Firms

Top Orinda, CA Estate Planning Law Firms

Victoria R Smith Law Offices
5 out of 5
Location 320 Village Square, Orinda, CA 94563, USA
Phone (925) 253-1844
Language http://www.orindarealestateattorney.com/
Directions
Charles A. Lee
Location 1 Bates Blvd, Orinda, CA 94563, USA
Phone (925) 254-3450
Directions
Law Offices Of Gary R. Kershner
5 out of 5
Location 1425 Leimert Blvd Ste 400, Oakland, CA 94602, USA
Phone (510) 336-9500
Language https://kershnerlaw.com/?utm_source=google-local&utm_medium=organic&utm_campaign=1222
Directions
Southworth & Chavez LLP
5 out of 5
Location 1 Northwood Dr UNIT 2, Orinda, CA 94563, USA
Phone (925) 252-8320
Language https://southworthchavez.com/
Directions
Kelly Law Group, LLP
Location 3641 Mt Diablo Blvd Box 1942, Lafayette, CA 94549, USA
Phone (925) 335-6454
Directions
Davidson Estate Law
1 out of 5
Location 2081 Center St, Berkeley, CA 94704, USA
Phone (510) 527-6774
Language https://davidsonestatelaw.com/
Directions
Law Offices of Reed Guest
Location 94 Underhill Rd, Orinda, CA 94563, USA
Phone (925) 254-0677
Language http://guestlawfirm.com/
Directions
Hartog, Baer, Zabronsky & Verriere
4 out of 5
Location 4, Orinda Way # 200-D, Orinda, CA 94563, USA
Phone (925) 253-1717
Language http://hbzvlaw.com/
Directions
East Bay Probate & Trust Administration
5 out of 5
Location 1999 Harrison St 18th floor, Oakland, CA 94612, USA
Phone (510) 835-5772
Language https://www.eastbayprobate.com/
Directions
Mark S. Unger, Private Fiduciary LLC
Location 3640 Mt Diablo Blvd, Lafayette, CA 94549, USA
Phone (510) 918-3734
Language https://marksunger.com/
Directions
Law Office of Jennifer Jaynes
Location 118 Camino Pablo, Orinda, CA 94563, USA
Phone (415) 371-9040
Language http://jenniferjaynes.com/contact/
Directions
Kathryn S Korn Law Offices
1 out of 5
Location 23 Altarinda Rd # 215, Orinda, CA 94563, USA
Phone (925) 253-1808
Language https://www.kornlawgroup.com/attorneys/kathryn-korn/
Directions
Rebecca Conradi
Location 4 Orinda Way suite 260-b, Orinda, CA 94563, USA
Phone (510) 339-7178
Language http://cdtrustlaw.com/
Directions
Blacksburg Law
5 out of 5
Location 315 Noe St, San Francisco, CA 94114, USA
Phone (415) 508-5600
Language http://www.blacksburg-law.com/
Directions
Horizon Elder Law & Estate Planning Inc.
5 out of 5
Location 2333 San Ramon Valley Blvd #145, San Ramon, CA 94583, USA
Phone (925) 275-5509
Language http://www.horizonlawca.com/
Directions
Law Offices of Matthew J. Duncan
4 out of 5
Location 1516 Oak St # 225, Alameda, CA 94501, USA
Phone (510) 769-8311
Language https://www.matthewjduncan.com/
Directions
Estate Planning Lawyers in Orinda, CA

Where Estate Planners in Orinda, CA Serve

Orinda, CA is a picturesque city located in Contra Costa County, California. This affluent city is home to many landmarks, including the historic Orinda Theatre, which was built in 1941 and is now a popular spot for moviegoers. Orinda is also home to the beautiful Lake Cascade, which is a popular destination for boating and fishing enthusiasts. Top employers in Orinda include the Orinda Union School District, the City of Orinda, and the Orinda Country Club. The city is also home to many small businesses and entrepreneurs, making it a hub of innovation and creativity. Major highways and streets in Orinda include Highway 24, which runs through the city and connects it to nearby Oakland and Berkeley. Other notable streets include Moraga Way, which is home to many shops and restaurants, and Camino Pablo, which runs through the heart of Orinda's residential neighborhoods. Orinda is divided into several distinct neighborhoods, each with its own unique character and charm.

Financial Services Related to Estate Planning in Orinda, CA

Banks and Credit Unions

Residents of Orinda, CA can benefit from a bank in various ways. Firstly, a bank can provide financial assistance to those who want to invest in the booming real estate market of the city. Orinda is known for its affluent neighborhoods and high property values, and a bank can help residents secure loans and mortgages to purchase their dream homes. Additionally, a bank can offer various financial services such as savings accounts, credit cards, and investment opportunities to help residents manage their finances and plan for their future. With its proximity to San Francisco and Silicon Valley, Orinda also has a growing number of entrepreneurs and small business owners who can benefit from the business loans and financial advice provided by a bank. Overall, a bank can play an essential role in helping residents of Orinda achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Orinda, CA can benefit greatly from the services of an insurance broker. With the high cost of living in the Bay Area, an insurance broker can help residents find the best coverage for their needs at an affordable price. Additionally, Orinda is known for its high-end homes and affluent residents, which means that insurance needs can be more complex. An insurance broker can provide personalized advice and guidance on policies such as homeowners insurance, umbrella insurance, and even yacht insurance. With the help of a knowledgeable insurance broker, residents of Orinda can have peace of mind knowing that they are adequately protected in case of unforeseen events.

Retirement Planning

Residents of Orinda, CA would greatly benefit from the guidance of a retirement planner. With its high cost of living and affluent population, many Orinda residents may need help navigating their retirement savings and investments. A retirement planner can assist with creating a personalized plan that takes into account the unique financial circumstances and goals of each individual. They can also provide advice on tax-efficient strategies and help with estate planning. In a town where the median home value is over $1.5 million, a retirement planner can help ensure that residents are able to maintain their lifestyle and financial security throughout their retirement years.

Wealth Management

Residents of Orinda, CA can benefit from a wealth manager in several ways. One of the most common ways is by creating a personalized financial plan that aligns with their long-term goals. With the high cost of living in Orinda, residents often need to make smart investment decisions to secure their financial future. A wealth manager can help them navigate the complex financial landscape and make informed decisions about their investments. Additionally, many Orinda residents have significant assets and may need help with estate planning and tax management. A wealth manager can provide guidance on these matters and help minimize tax liabilities. Overall, working with a wealth manager can provide peace of mind and help residents of Orinda achieve their financial goals.

Financial Advisor

Residents of Orinda, CA can benefit greatly from the guidance of a financial advisor. With a high median household income and a cost of living that is significantly higher than the national average, many residents may struggle with managing their finances effectively. A financial advisor can assist with creating a budget, developing a savings plan, and investing wisely to achieve long-term financial goals. Additionally, with Orinda's close proximity to the San Francisco Bay Area, many residents may have complex financial situations, such as stock options or equity compensation, that require specialized knowledge and expertise. A financial advisor can provide valuable insight and advice to help navigate these unique financial circumstances.

Mortgage Loan Officer

Residents of Orinda, CA can greatly benefit from the services of a mortgage loan officer. These professionals can help residents secure loans to purchase homes or refinance existing mortgages. With the high cost of living in Orinda, many residents may require a mortgage loan officer to help them navigate the complex process of obtaining a loan. Additionally, with the city's strict zoning laws and building codes, it can be challenging to find suitable homes that meet the requirements. A mortgage loan officer can help residents find the right financing options and guide them through the entire process, ensuring that they get the best deal possible. Overall, a mortgage loan officer can be an invaluable resource for residents of Orinda, CA, helping them achieve their dream of homeownership in this beautiful city.

Tax Services

Residents of Orinda, CA can greatly benefit from the expertise of a tax advisor. With its affluent population and high property values, Orinda residents often have complex tax situations that require specialized knowledge and guidance. A tax advisor can help residents navigate the intricacies of California tax laws, including deductions for state income taxes, property taxes, and mortgage interest. Additionally, a tax advisor can provide guidance on retirement planning, estate planning, and charitable giving strategies that can help residents minimize their tax liability and maximize their financial well-being. For Orinda residents who own businesses or work as independent contractors, a tax advisor can also provide invaluable support in managing their tax obligations and maximizing their deductions.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Orinda, CA can provide a wide range of services to help individuals plan their estates and ensure their assets are distributed according to their wishes. These services may include preparing wills and trusts, establishing power of attorney, creating healthcare directives, and minimizing estate taxes. Orinda, CA is known for its affluent community and high property values, making estate planning especially important for residents in the area. With the help of an experienced estate planning lawyer, individuals in Orinda can navigate complex legal issues and ensure their assets are protected for future generations.

Orinda, CA is undoubtedly the best place to get an estate planning lawyer. Nestled in the heart of Contra Costa County, Orinda boasts a unique combination of natural beauty, cultural richness, and business vibrancy. What sets Orinda apart from other cities is its thriving legal community that is well-equipped to handle complex estate planning issues. With a plethora of highly-skilled attorneys specializing in estate planning, Orinda provides a one-stop-shop for all your legal needs. The city's legal professionals have a deep understanding of California's intricate estate planning laws and are well-versed in creating customized plans that meet the unique needs of their clients. Additionally, Orinda's legal community is known for its professionalism, integrity, and commitment to serving clients with the utmost care and attention. Whether you are looking to create a will, establish a trust, or plan for long-term care, Orinda's estate planning lawyers have the expertise and experience to guide you through the process with ease and confidence.