Areas served: San Jose, CA and surrounding Santa Clara County
San Jose's estate planning landscape reflects the region's unique combination of high-net-worth tech professionals, multigenerational families, and significant real estate holdings. Estate planning attorneys in the area typically handle complex assets including stock options, RSUs, cryptocurrency holdings, and high-value Silicon Valley properties. California's specific probate laws, combined with federal estate tax considerations and the needs of internationally diverse families, require specialized local expertise.
Keyes Law Group, PC is a California estate planning law firm based in Milpitas, led by attorney Elijah Keyes. The firm specializes in comprehensive estate planning services including wills, trusts, probate, elder law, conservatorships, and wealth transfer planning for families and business owners. They help clients navigate complex estate matters, protect assets across generations, and ensure their legacy is preserved according to their wishes.
Castaneda & Co., PC is a real estate law firm in San Jose specializing in representing homebuyers and pursuing litigation against real estate agents and sellers. Their practice focuses on protecting buyer interests through legal advocacy, contract review, and dispute resolution in real estate transactions. The firm combines real estate transactional expertise with litigation capabilities to ensure clients are properly represented throughout the home purchase process.
Trust Law Legacy Group, APC is a San Jose-based estate planning law firm led by Dr. H. Rey Gervacio, a board-certified specialist in estate planning, trusts, and probate. The firm provides comprehensive estate planning services including will preparation, trust creation and administration, probate assistance, asset protection, special needs planning, and elder law guidance. They serve clients throughout California with a focus on helping families protect their assets, minimize estate taxes, and ensure their wishes are clearly documented and executed.
The Law Offices of Richard Wingerden is a San Jose-based legal practice specializing in estate planning, including wills, trusts, power of attorney, and probate services. Attorney Richard Wingerden helps clients protect their assets and plan for the future through comprehensive estate planning strategies. The firm provides personalized legal guidance to help families and business owners prepare for life's transitions.
The Singh Law Firm is a California-based estate planning law firm with 38 years of combined experience, led by Kern Singh and Sharmila Singh. They provide comprehensive estate planning services including revocable and irrevocable trusts, wills, probate administration, power of attorney, guardianship, and advanced tax planning strategies. The firm specializes in protecting clients' legacies through personalized planning that addresses everything from simple estates to complex multi-generational wealth transfer, and offers free initial consultations to assess your specific needs.
Ashley Thompson is a compassionate estate planning attorney serving Santa Cruz County and beyond from her Scotts Valley office. She specializes in creating personalized estate plans including trusts, wills, and guardianship arrangements for families at all wealth levels. With a background in litigation, Ashley takes a client-focused approach to help families protect their legacies, minimize stress, and ensure their loved ones are cared for according to their values.
Radiant Probate & Estate Law, Inc. is a specialized estate planning and probate law firm based in Palo Alto, serving clients throughout the Bay Area. Led by experienced attorneys, the firm focuses on comprehensive estate planning, trust creation and administration, probate proceedings, and elder law matters including Medicaid planning. They provide personalized guidance to help clients protect assets, minimize tax burdens, and ensure their estates are properly managed according to their wishes.
Golden State Trusts is an estate planning law firm based in Redwood City with nearly two decades of experience serving clients across California. Founded by attorney Jessica Kiely and led by Chief Paralegal Casey Wolff, the firm specializes in revocable and irrevocable trusts, probate administration, special needs planning, and trust administration. They handle complex estate matters including spousal property petitions, lifetime protection trusts, and benefit coordination for families with special circumstances.
Litherland, Kennedy & Associates, APC is a full-service law firm in San Jose specializing in estate planning, trust administration, probate, and elder law. The experienced attorneys help families and business owners protect their assets, plan for the future, and navigate complex legal matters with personalized attention. They serve the greater San Jose area with a commitment to clear communication and practical legal solutions.
Rodriguez Lagorio, LLP is a boutique family law and estate planning firm in Fremont serving the Bay Area since 2011. Partners Monica G. Rodriguez and Angelo J. Lagorio provide compassionate legal counsel in divorce, child custody, child support, property division, probate, estate planning, revocable trusts, and trust administration. They emphasize personalized attention, clear communication of options, and alternative dispute resolution methods like mediation to help clients navigate complex family and estate matters with confidence.
Bay Area Estate Attorneys, P.C. is a Sunnyvale-based law firm specializing in comprehensive estate planning, trust administration, probate, and elder law services. The firm helps clients protect their assets, plan for incapacity, minimize estate taxes, and navigate complex family wealth transitions. They serve individuals and families throughout the Bay Area with personalized legal strategies tailored to each client's unique circumstances and goals.
Insight Legal, P.C. is a full-service law firm in Fremont specializing in estate planning, probate, elder law, and Medicaid planning. Led by experienced attorneys, the firm helps families and individuals protect their assets, plan for the future, and navigate complex legal matters with personalized guidance and compassionate service.
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.
The Law Office of Matthew Triet Vo is a Bay Area law firm specializing in estate planning, family law, personal injury, and immigration. Led by attorney Matthew Triet Vo, the firm provides comprehensive legal guidance on matters including wills and trusts, divorce and family disputes, child custody, property division, personal injury claims, and immigration processes. The office is known for clear communication, reasonable fees, and responsive service to individuals, realtors, and business owners throughout the San Jose and broader Bay Area region.
Law Office of Janet L. Brewer is a California-based estate planning and probate law firm led by Janet Brewer, a certified estate planning and probate specialist with over 30 years of experience serving Silicon Valley and the Bay Area. The firm specializes in advanced estate planning for clients with multiple properties, family businesses, and substantial assets; international estate planning for non-residents and families with non-citizen members; probate and estate administration; and trust administration. Janet's deep expertise in complex tax planning and her exclusive focus on estate law make her particularly valuable for high-net-worth individuals, international clients, and families navigating probate after a loved one's death.
The Law Offices of Deborah Azar, P.C. is an estate planning law firm specializing in comprehensive wealth transfer and asset protection strategies. Led by Deborah L. Azar, the firm provides services including revocable living trusts, wills, powers of attorney, irrevocable trusts, trust administration, probate litigation, business succession planning, and estate tax planning. They help clients protect assets, plan for incapacity, and ensure their estates transfer according to their wishes.
Copenbarger & Copenbarger LLP is a specialized estate planning and elder law firm serving Santa Clara County and the South Bay since 1983. With nine experienced attorneys, including those with advanced tax degrees and Certified Specialist designations in Estate, Trust and Probate Law, the firm has prepared over 30,000 estate plans and handled thousands of estate administration cases. They provide comprehensive services including estate planning, trust and estate administration, elder law, Medi-Cal planning, gift and estate tax planning, and asset protection strategies tailored to individual family circumstances.
The Law Office of Cheri E. Michaelis in San Jose specializes in estate planning, probate, and elder law services. Attorney Cheri Michaelis helps clients create comprehensive estate plans including wills, trusts, and power of attorney documents, while also guiding families through probate administration and addressing elder law concerns like Medicaid planning. The firm focuses on personalized counsel for clients seeking to protect their assets and ensure their wishes are carried out.
Sowards Law Firm in Campbell specializes in estate planning, including wills, trusts, power of attorney, and probate administration. Founded by experienced attorneys, they help families and business owners protect their assets and ensure their wishes are carried out. The firm offers personalized guidance on estate tax planning and elder law matters, with a focus on clear communication and comprehensive legal strategies.
Cross Estate Planning Law is an estate planning firm in Cupertino specializing in comprehensive wills, trusts, power of attorney, probate services, and elder law planning. The firm helps families and individuals protect their assets, plan for incapacity, and ensure their wishes are carried out efficiently. They offer personalized legal guidance to navigate California's complex estate planning requirements.
Kathleen Daniels is a Certified Probate Real Estate Specialist (CPRES) and independent California real estate broker serving Santa Clara County and beyond. She specializes in selling properties within probate, trust, and conservatorship estates—often the most valuable asset families must liquidate. With over 10 years in real estate and professional fiduciary management certification, Kathleen works closely with probate attorneys and personal representatives to navigate court requirements and ensure ethical, transparent transactions during difficult times.
Marsala Law Firm is an estate planning practice led by attorney Jeannette Marsala, focused on helping San Jose families protect their legacies and loved ones. The firm offers comprehensive services including living trusts, wills, powers of attorney, incapacity planning, special needs trusts, pet trusts, and trust administration. Known for a heart-centered, holistic approach that serves diverse family structures including blended families, LGBTQ+ couples, and families with special needs.
Gilfix & La Poll Associates is a Palo Alto-based law firm specializing in estate planning, trust administration, and wealth preservation for high-net-worth individuals and families. With deep expertise in tax-efficient estate strategies, probate avoidance, and multi-generational wealth planning, they help clients protect assets and ensure smooth wealth transfer. The firm combines sophisticated legal knowledge with personalized service to address complex family and financial situations.
Wade Law Offices is an estate planning law firm based in San Jose specializing in comprehensive estate planning, trust creation, and probate services. The firm helps individuals and families protect their assets, plan for incapacity, and ensure their wishes are carried out through carefully drafted legal documents and strategies. With a focus on personalized service, Wade Law Offices serves clients throughout the San Jose area who want professional guidance on wills, trusts, powers of attorney, and estate administration.
The Victoria Law Offices is a legal services firm based in San Jose specializing in estate planning, wills, trusts, and probate matters. Led by experienced attorneys, they provide comprehensive guidance on asset protection, end-of-life planning, and trust administration. The firm is known for personalized consultations that help clients understand their legal options and create estate plans tailored to their family's needs.
TrustPoint Disability & Legal Services is a registered and bonded Legal Document Assistant (LDA #268) in San Jose run by Quinnie Do, who holds four California professional licenses including LDA, Real Estate Agent, IRS Tax Preparer, and Notary Public. They specialize in preparing living trusts, wills, power of attorney documents, probate petitions, property deed transfers with e-recording across all 58 California counties, civil complaints and court filings, Chapter 7 bankruptcy petitions, and business formation documents (LLC/corporation). All documents are prepared to California court standards with flat-fee pricing, 24–48 hour turnaround, and trilingual service in English, Spanish, and Vietnamese—with no office visit required as they operate fully remotely.
Law Offices of Robert P. Bergman is an estate planning law firm in San Jose founded by attorney Bob Bergman, who has practiced since 1980 and graduated from Santa Clara Law School. The firm specializes in comprehensive estate planning services including revocable living trusts, wills, powers of attorney, and advance health care directives, as well as probate administration, trust administration, Heggstad petitions to gather assets into trusts, and irrevocable trust modifications. Bob Bergman takes a custom "architect" approach, working with clients step-by-step to design and build personalized estate plans tailored to their specific needs and family situations.
Bryant Estate Planning & Elder Law is a San Jose-based law firm specializing in estate planning, elder law, and Medi-Cal planning. Led by attorney Lisa Bryant and her experienced team, they help clients navigate wills, trusts, probate administration, special needs planning, and elder care issues with compassionate, personalized legal counsel. They're known for providing clear explanations of complex legal matters and responsive, attentive client service.
Pogue Calvert, LLP is a law firm based in San Jose specializing in estate planning, trust creation, and probate services. The firm helps clients protect their assets, plan for the future, and navigate the complexities of estate administration. Their experienced attorneys work with families and business owners to create comprehensive estate plans tailored to individual circumstances.
Expert Multi-Services is an immigration and legal services firm located in San Jose, California serving Spanish-speaking and multilingual clients. They specialize in family law matters including divorce, immigration services such as work visas and asylum applications, disability claims, and legal document preparation. The business provides personalized legal assistance to help clients navigate complex immigration, family law, and administrative processes.
Temmerman, Cilley & Kohlmann, LLP is an estate planning and probate law firm serving the San Jose area. The firm specializes in comprehensive estate planning, trust creation and administration, probate services, and elder law matters including Medicaid planning. They provide personalized legal guidance to help clients protect their assets and ensure their wishes are carried out.
Silicon Valley Wills And Trusts is an estate planning firm serving San Jose and the surrounding Silicon Valley area. They specialize in will preparation, trust creation, and comprehensive estate planning services to help individuals protect their assets and ensure their wishes are carried out. The firm provides personalized legal guidance for families and business owners looking to establish or update their estate plans.
Keyes Law Group, PC is the top-ranked estate planning firm in San Jose with a Lantern Score of 85.48/100 and a 5-star rating based on 306 reviews. Led by attorney Elijah Keyes, the firm specializes in comprehensive estate planning services and is particularly well-suited for business owners, families with substantial assets, and parents of special needs children.
Several top-ranked firms specialize in planning for families with special needs children, including Keyes Law Group, PC (Lantern Score: 85.48/100), Trust Law Legacy Group (Lantern Score: 84.47/100), and The Law Offices of Deborah Azar, P.C. (Lantern Score: 82.79/100). These firms have dedicated expertise in creating protective trusts and long-term care arrangements for special needs beneficiaries.
High-net-worth individuals have multiple options, including Trust Law Legacy Group (Lantern Score: 84.47/100) led by board-certified specialist Dr. H. Rey Gervacio, Gilfix & La Poll Associates (Lantern Score: 80.88/100) specializing in tax-efficient wealth transfer, and Bay Area Estate Attorneys, P.C. (Lantern Score: 83.35/100) in Sunnyvale. These firms focus on complex estates and comprehensive asset protection strategies.
TrustPoint Disability & Legal Services (Lantern Score: 79.65/100) in San Jose is run by Quinnie Do and serves Spanish and Vietnamese-speaking clients seeking affordable legal document preparation for estate planning and probate matters. Expert Multi-Services (Lantern Score: 65.78/100) also serves Spanish-speaking clients with family law and legal document services.
Litherland, Kennedy & Associates, APC (Lantern Score: 83.53/100) is a full-service San Jose firm specializing in estate planning, trust administration, probate, and elder law with 4.9-star reviews from 191 clients. Radiant Probate & Estate Law, Inc. (Lantern Score: 83.71/100) in Palo Alto also provides specialized probate services throughout the Bay Area.
Business owners should consider The Singh Law Firm (Lantern Score: 84.02/100) with 38 years of combined experience and 4.9-star rating from 925 reviews, or Copenbarger & Copenbarger LLP (Lantern Score: 82.76/100), serving Santa Clara County since 1983 with expertise in business succession planning and tax-efficient strategies.