Looking for an Estate Planner to Write a Living Trust

Updated on June 05, 2008
G.H. asks from San Leandro, CA
8 answers

I am a SAHM of an almost 8 month old boy and my husband and I are interested in getting a living trust written now that we have a little one. Does anyone have a recommendation for someone who does this in the East Bay or Tri Valley area? We are also looking to buy life insurance so if you have a recommendation for that too, it would be very much appreciated! Thanks so much in advance for your recommendations!

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Smallavatar-fefd015f3e6a23a79637b7ec8e9ddaa6

D.W.

answers from San Francisco on

Hi there G.,
My husband is an attorney who works for Frankel and Goldware Law Firm. Another attorney in the office, named Ken Begun, specializes in Wills and Trusts. I know him and he's a great person and really easy to work with.
You can find their website and www.danvillelaw.com and their phone number is ###-###-####.
Hope that helps!
D. Watts

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Smallavatar-fefd015f3e6a23a79637b7ec8e9ddaa6

M.C.

answers from San Francisco on

I would like to recommend...Lisa Elliott, Attorney At Law with offices in Pleasanton at 78 Mission Drive, ###-###-####, and at 2858 Diamond Street in SF ###-###-####. She specializes in Estate Planning and Probate Law. She's a mom too. After procrastinating for 10 years (yes, I know that is so bad to do), Lisa Elliott made the process easy and painless. I wondered why I waited so long! My parent's used her too. She does Wills, Powers of Attorney, Advance Health Care Directives and HIPAA. Her prices seemed fair and the work was done quickly. As for life insurance, buy term. If you want investments, buy investments, rather than whole life. That would be my advice for what it's worth to you. The best advice I can give is do it NOW!

Smallavatar-fefd015f3e6a23a79637b7ec8e9ddaa6

H.D.

answers from San Francisco on

Russ Singer at Met Life just did our life insurance and is helping us with financial planning as well. His phone is: ###-###-#### and his email is [email protected]____.com

I too am looking for an estate planner, so I'm going to keep watching this thread. Thanks for asking the question!

Smallavatar-fefd015f3e6a23a79637b7ec8e9ddaa6

J.L.

answers from San Francisco on

Nicole Davidson is a good friend of ours and is super smart. She is in Alamo and specializes in estate planning [email protected]____.com I think you will enjoy working with her!

Smallavatar-fefd015f3e6a23a79637b7ec8e9ddaa6

E.C.

answers from San Francisco on

Dewey Watson ([email protected]____.com) recently did a seminar on living trusts at our parents group and seems to be very knowledgeable and personable

Smallavatar-fefd015f3e6a23a79637b7ec8e9ddaa6

J.N.

answers from San Francisco on

We love our "Retirement Planning Specialist" whom also is putting together a life insurance quote for us. He really knows and understands his business, and best of all he is not at all pushy. We trust him to give us the facts and not force us into anything. He has been great. Although his physical office is in Morgan Hill, we live in the Tri Valley area and he has always come to us.

Alan K. Williamson, ChFC
17485 Monterey Road, Suite 303
Morgan Hill CA
###-###-####

We also like our estate planner, but he doesn't have an East Bay office. Way to go on thinking ahead. When you plan you don't have to worry.

Smallavatar-fefd015f3e6a23a79637b7ec8e9ddaa6

T.S.

answers from San Francisco on

Hi G.,
We just had our living trust prepared by Kimberley Spears of Family Wise Estate Planning. She prepared our entire trust, as well as wills, powers of attorney & advance Health Care Directives. She made the whole process very easy, and came to our home for both the intitial consultation, and to sign the final documents. She can be reached at ###-###-#### or www.FamilyWiseEstatePlanning.com.
T.

Smallavatar-fefd015f3e6a23a79637b7ec8e9ddaa6

E.W.

answers from San Francisco on

Hi G.,
A very good friend of our family, Jason Buckingham, is an Estate Lawyer who does estate planning and documentation in the Bay Area. My father recently sought Jason's help for my grandmother's estate as well as his own. He was very impressed with Jason's professionalism and expertise. I know him personally as a very honest, kind and respectful person.
Here is the link to Jason's Web site:
http://www.jsb-law.com/

I hope this helps you.

We're planning on going to Jason ourselves but just haven't set asside the time yet.

Good luck

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