Estate Planning Attorneys in Santa Clara County, CA

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List of Firms

Top Santa Clara County, CA Estate Planning Law Firms

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Hanley Law
5 out of 5
Location 2375 Zanker Rd #245, San Jose, CA 95131, USA
Phone (408) 293-0344
Language http://hanleylaw.com/
Directions
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Gail C. Moser - Bankruptcy and Estate Planning Attorney
5 out of 5
Location 4701 Patrick Henry Dr, Santa Clara, CA 95054, USA
Phone (408) 737-2700
Directions
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Dermer Law Firm
5 out of 5
Location 15720 Winchester Blvd # 200, Los Gatos, CA 95030, USA
Phone (408) 395-5111
Language http://www.dermerlaw.com/
Directions
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Stuart G. Schmidt, Estate Planning Attorney at Sweeney Mason LLP
3 out of 5
Location 983 University Ave, Los Gatos, CA 95032, USA
Phone (408) 356-3000
Directions
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Keyes Law Group, PC
5 out of 5
Location 500 E Calaveras Blvd Suite 323, Milpitas, CA 95035, USA
Phone (408) 766-7668
Language http://www.keyeslawgroup.com/
Directions
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Brainin Law Office
5 out of 5
Location 2855 Kifer Rd #220, Santa Clara, CA 95051, USA
Phone (408) 889-1290
Language http://www.braininlaw.com/
Directions
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Wade Law Offices
5 out of 5
Location 84 W Santa Clara St #540, San Jose, CA 95113, USA
Phone (800) 835-2634
Language https://wadelawcorp.com/san-jose-estate-planning/
Directions
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Anastasi & Nielsen
4 out of 5
Location 84 W Santa Clara St #540, San Jose, CA 95113, USA
Phone (408) 294-9700
Language https://www.nielsenlawoffice.com/
Directions
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Marsala Law Firm | San Jose Living Trust & Estate Planning
5 out of 5
Location 6203 San Ignacio Ave Suite 110, San Jose, CA 95119, USA
Phone (650) 600-1735
Language https://sanjoselivingtrust.com/
Directions
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Advocas Law Group
5 out of 5
Location 255 N Market St #125, San Jose, CA 95110, USA
Phone (408) 641-8803
Language http://advocaslaw.com/
Directions
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Lonich Patton Ehrlich Policastri
5 out of 5
Location 1871 The Alameda STE 400, San Jose, CA 95126, USA
Phone (408) 553-0801
Language http://www.lpeplaw.com/
Directions
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Law Offices of Robert P. Bergman
5 out of 5
Location 3535 Ross Ave Ste. 308, San Jose, CA 95124, USA
Phone (408) 247-0444
Language https://lawbob.com/
Directions
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The Heritage Law Group
5 out of 5
Location 2033 Gateway Pl Ste 500, San Jose, CA 95110, USA
Phone (408) 925-0146
Language https://www.hlgusa.com/?utm_source=google-local&utm_medium=organic&utm_campaign=1497
Directions
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The Victoria Law Offices
4 out of 5
Location 2845 Moorpark Ave #110, San Jose, CA 95128, USA
Phone (888) 818-2988
Language http://www.victorialawoffice.com/
Directions
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The Law Offices of Deborah Azar, P.C.
5 out of 5
Location 2005 De La Cruz Blvd Suite 145, Santa Clara, CA 95050, USA
Phone (855) 332-2927
Language http://trustsandllc.com/
Directions
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The Singh Law Firm
5 out of 5
Location 43480 Mission Blvd #270, Fremont, CA 94539, USA
Phone (510) 742-9500
Language http://www.singhlawfirm.com/
Directions
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Adam Diran Attorney At Law
4 out of 5
Location 551 Stockton Ave Ste A, San Jose, CA 95126, USA
Phone (408) 279-1118
Language https://www.dirangrey.com/?utm_source=google-local&utm_medium=organic&utm_campaign=1255
Directions
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Wessels Law Firm
5 out of 5
Location 333 W Santa Clara St #610, San Jose, CA 95113, USA
Phone (408) 268-2580
Language https://www.kaiwesselslaw.com/
Directions
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Family Law Divorce Tax Estate Planning Attorney Samuel Maverick
4 out of 5
Location 651 W Hamilton Ave #1000, Campbell, CA 95008, USA
Phone (408) 819-8584
Language https://www.taxlawfirmattorney.com/
Directions
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Anderson & Associates
Location 900 Lafayette St #706, Santa Clara, CA 95050, USA
Phone (408) 247-6500
Language http://www.andersonandassociateslaw.com/
Directions
Estate Planning Lawyers in Santa Clara County, CA

Where Estate Planners in Santa Clara County, CA Serve

Santa Clara County is a vibrant and bustling region in California, rich with landmarks, top employers, major highways and streets, and unique neighborhoods. From the iconic Silicon Valley to the stunning Santa Cruz Mountains, this county is a hub of innovation and diversity. Landmarks in Santa Clara County include the historic Winchester Mystery House, the stunning Cathedral Basilica of St. Joseph, and the iconic Levi's Stadium, home of the San Francisco 49ers. Top employers in the county include tech giants like Apple, Google, and Adobe, as well as healthcare institutions like Stanford Health Care and Kaiser Permanente. Major highways and streets in Santa Clara County include the bustling Interstate 280, the scenic Highway 17, and the busy El Camino Real. Neighborhoods in the county range from the trendy and hip downtown San Jose to the charming and historic Willow Glen. Overall, Santa Clara County is a dynamic and exciting place to live, work, and explore, with something for everyone to enjoy.

Financial Services Related to Estate Planning in Santa Clara County, CA

Banks and Credit Unions

Residents of Santa Clara County, CA would benefit from a bank in several ways. Firstly, a bank can provide financial education and resources to help residents manage their money effectively. With the high cost of living in Santa Clara County, it is essential to have a solid understanding of personal finance. Secondly, a bank can offer loans and credit options to help residents achieve their financial goals, such as buying a home or starting a business. Additionally, banks in Santa Clara County can provide access to innovative financial technologies that make banking more convenient and efficient. For example, many banks offer mobile banking apps that allow residents to manage their accounts from their smartphones. Overall, a bank can play a vital role in helping Santa Clara County residents achieve financial stability and success.

Insurance Broker

Residents of Santa Clara County, CA can benefit from an insurance broker in a variety of ways. One of the most common ways is by helping them navigate the complex healthcare system. With so many options for health insurance plans and providers, it can be overwhelming for residents to choose the right one. An insurance broker can help residents understand their options and choose a plan that meets their specific needs and budget. In addition, an insurance broker can also help residents find the best deals on home, auto, and life insurance policies. With the high cost of living in Santa Clara County, finding affordable insurance coverage is crucial for many residents. An insurance broker can provide valuable guidance and support in this area, helping residents protect their assets and achieve greater peace of mind.

Retirement Planning

Residents of Santa Clara County, CA can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by providing guidance on how to save for retirement while also accounting for the high cost of living in the area. Santa Clara County is known for its expensive housing market and high cost of living, making it especially important for residents to plan for their future financial security. A retirement planner can help individuals navigate these challenges by creating a personalized savings plan that takes into account their unique financial situation and goals. Additionally, a retirement planner can provide advice on how to maximize social security benefits and navigate the complexities of Medicare and other healthcare options. Overall, a retirement planner can provide invaluable support and guidance to help Santa Clara County residents achieve their retirement goals and maintain financial stability throughout their golden years.

Wealth Management

Residents of Santa Clara County, CA can benefit greatly from the expertise of a wealth manager. With the county being home to Silicon Valley, a wealth manager can assist residents in managing their finances and investments in the tech industry. A wealth manager can help residents navigate the volatility of the tech industry and create a diversified investment portfolio that aligns with their financial goals. Additionally, with the high cost of living in Santa Clara County, a wealth manager can provide guidance on budgeting and saving strategies to help residents achieve financial stability. Overall, a wealth manager can provide valuable insights and resources to help residents of Santa Clara County, CA achieve their financial objectives.

Financial Advisor

Residents of Santa Clara County, CA can benefit greatly from the services of a financial advisor. With the county being home to some of the largest technology companies in the world, many residents work in the tech industry and may have unique financial needs. A financial advisor can help these individuals navigate the complexities of stock options, equity compensation, and retirement planning. Additionally, the high cost of living in Santa Clara County can make it challenging for residents to save for their future. A financial advisor can provide guidance on budgeting and saving strategies to help residents reach their financial goals. Overall, a financial advisor can provide valuable support to Santa Clara County residents as they navigate the unique financial landscape of the region.

Mortgage Loan Officer

Residents of Santa Clara County, CA would greatly benefit from the expertise of a mortgage loan officer. With the high cost of living in the area, many individuals and families may struggle to save up enough money for a down payment on a home. A loan officer can help guide them through the process of securing a mortgage that fits their financial situation and goals. Additionally, with the tech industry being a major employer in the county, loan officers can assist those who are self-employed or have non-traditional income sources in obtaining a mortgage. Overall, a mortgage loan officer can provide valuable support and guidance to residents of Santa Clara County as they navigate the competitive and complex housing market in the area.

Tax Services

Residents of Santa Clara County, CA can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to maximize deductions and credits on their tax returns. For example, residents of Santa Clara County may be eligible for the California Earned Income Tax Credit, which can provide substantial savings on their state taxes. Additionally, with the high cost of living in the area, a tax advisor can assist with navigating the complexities of property taxes and provide strategies for minimizing tax liabilities. Overall, a tax advisor can be a valuable resource for residents of Santa Clara County, helping them to save money and stay in compliance with tax laws.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Santa Clara County, CA can provide a wide range of services to ensure that your assets are protected and your wishes are carried out after you pass away. These services may include drafting wills, trusts, and other legal documents to ensure that your assets are distributed according to your wishes. Additionally, estate planning lawyers can provide guidance on tax planning and asset protection strategies to help you minimize your tax liability and protect your assets from creditors. In Santa Clara County, CA, estate planning lawyers may also be well-versed in the unique legal and financial considerations that come with living in the heart of Silicon Valley, such as the need to protect intellectual property and navigate complex business structures. Whether you are a tech entrepreneur or a retiree, an estate planning lawyer in Santa Clara County, CA can help you create a comprehensive plan that meets your unique needs and goals.

Santa Clara County, CA is the ultimate destination for anyone seeking an estate planning lawyer. The county is home to a plethora of legal experts who specialize in estate planning and possess a wealth of knowledge and experience in the field. The county's legal community is renowned for its diversity and inclusivity, which ensures that clients from all walks of life receive the best possible legal representation. The county's legal system is also incredibly efficient, with lawyers working tirelessly to ensure that clients receive prompt and effective legal solutions. Additionally, Santa Clara County boasts of a robust legal infrastructure, including state-of-the-art legal technology and resources, which enable lawyers to provide their clients with the best possible legal services. Overall, Santa Clara County, CA is the ideal place to get an estate planning lawyer, thanks to its outstanding legal community, efficient legal system, and cutting-edge legal infrastructure.