Estate Planning & Wills
San Jose, CA
The Law Offices of James A. Ward specializes in estate planning and elder law, serving clients throughout the San Jose area and South Valley. James A. Ward, JD, LL.M., holds advanced credentials including CFP® designation and FINRA licenses, bringing both legal expertise and financial planning knowledge to complex estate matters. The firm is known for compassionate, client-focused service with particular strength in Medi-Cal planning for nursing home care, trust creation, probate avoidance strategies, and elder financial protection—and offers house calls for ill and elderly clients.
Ideal for: Seniors planning for long-term care, families navigating Medi-Cal eligibility, retirees seeking comprehensive estate and financial planning, adult children protecting aging parents
Service area: San Jose, Gilroy, and surrounding South Valley communities
Specialized Medi-Cal & Long-Term Care Expertise: Demonstrated success helping families access Medi-Cal coverage for nursing home care, with documented cases of securing coverage in under one month after other attorneys said it was impossible.
Integrated Financial & Legal Planning: James A. Ward holds CFP® certification and FINRA licenses (Series 7 & 66), enabling him to provide coordinated estate and retirement planning rather than legal advice in isolation.
Accessible, Personalized Service: Offers free initial consultations, makes house calls for elderly and ill clients, is bilingual in Spanish, and is known for explaining complex legal concepts clearly without condescension.
Address: 1035 Minnesota Ave B, San Jose, CA 95125
Phone: (408) 847-4800
Website: wardesq.com
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