Below is a list of the top and leading Estate Planning Attorneys in San Jose, CA. To help you find the best Estate Planning Attorneys located near you in San Jose, CA, we put together our own list based on this rating points list.
San Jose, CA’s Best Estate Planning Attorneys:
The top-rated Estate Planning Attorneys in San Jose, CA are:
- Law Offices of Robert P. Bergman – planning for your most important asset – your family!
- Sowards Law Firm – protect your family, protect your legacy.
- Temmerman, Cilley & Kohlmann – protecting estates, protecting legacies.
- Law Office of Cheri E. Michaelis – 20 years of trusted experience in estate planning and probate.
- Wade Law Offices – estate planning solutions for a lifetime.
Law Offices of Robert P. Bergman
Law Offices of Robert P. Bergman is a law firm led by attorney Bob Bergman who has been practicing law since the 80s. Attorney Bergman has helped countless clients and families take advantage of estate, tax, and inheritance laws. The Law Offices of Robert P. Bergman caters to clients from all stages and walks of life from single individuals to married couples, and whole families. Attorney Bergman and his team approach each client’s situation like an architect planning for a new build, creating a unique and personalized blueprint for each client. This way, the client maximizes the benefit because everyone knows that the “one size fits all approach” doesn’t really work. If you are looking for a competent and trustworthy estate planning attorney, the Law Offices of Robert P. Bergman is an ally you will want on your side.
Estate planning, Heggstad and trust modification petitions, special needs planning
Address: 3535 Ross Avenue, Ste. 308, Building Two, San Jose, CA 95124
Phone: (408) 247-0444
Robert is knowledgeable and a very competent advisor in all things regarding estate planning. He was very helpful to us in our particular situation. – Susan Toussaint
Sowards Law Firm
Sowards Law Firm is a law firm in Northern California that specializes in estate planning and other related legal matters. This boutique law firm is located in Silicon Valley and focuses on providing legal services for estate planning, trusts, asset protection, estate administration, and more. Sowards Law Firm’s team of attorneys, barristers, and legal experts have a combined 25 years of experience between them. These legal experts provide a personalized experience for all clients so you know you will get the service you deserve. If you want peace of mind, work with Sowards’ licensed attorneys today to safeguard your assets and properties.
Estate planning for families with young children, probate/estate and trust administration, elder law and Medi-Cal planning, pet trusts, wills and trusts, special needs planning
Address: 2542 S Bascom Ave #210 Campbell, CA 95008
Phone: (408) 371-6000
I highly recommend the Sowards Law Firm for help in setting up a family trust. Ben and his entire firm are incredibly professional and responsive, but they are also down to earth, and they do a fantastic job of making the entire complicated process much easier to understand. – Andy Abrams
Temmerman, Cilley & Kohlmann
Temmerman, Cilley & Kohlmann offers skillful and effective legal services to clients in the Bay Area. This law firm has a roster of attorneys and legal experts who are dedicated and passionate about helping you protect your hard-earned property and assets. Temmerman, Cilley & Kohlmann offers high-quality legal services like estate planning, probate and estate administration, estate litigation, and elder law. Their attorneys and legal experts will represent you and your family’s legacy and make sure they protect and respect it the best they can. If you want to work with an effective and reliable estate planning attorney, get in touch with Temmerman, Cilley & Kohlmann today for a consultation.
Estate planning, elder law, estate litigation, probate, and estate administration
Address: 2502 Stevens Creek Boulevard San Jose, CA 95128
Phone: (408) 780-1912
Amazing work with our estate planning. This team is thorough, modern (electronic accounts, cryptocurrency?!), and asks all the questions you would never think of. We are relieved to have finally completed this part of our adult life and are completely satisfied with the team here. – Vince Ticoulet
Law Office of Cheri E. Michaelis
Law Office of Cheri E. Michaelis offers clients over 20 years of experience in safeguarding assets and properties. Cheri Michaelis is a top choice for all your estate planning needs. The Law Offices of attorney Michaelis provides services from advanced and basic estate planning, real property, probate law, wills and trusts, trust administration, and more. Her law firm provides its top-tier legal services to San Jose, Santa Clara, Los Altos, Palo Alto, Los Gatos, San Mateo, and surrounding counties. If you want to protect your assets and properties and need to make sure the succession in your family runs smoothly, the Law Offices of Cheri E. Michaelis is one of the top choices you can make.
Basic and advanced estate planning, real property, wills, and trusts, avoid estate taxes, probate law, trust administration
Address: 2570 N. 1st St. Suite 200, San Jose, CA 95131
Phone: (408) 273-4596
I’ve worked closely with Cheri and her team for years now… and they never fail to impress. When I contact the office, I always get a quick response. With the depth of experience that Cheri has, I would trust her with my mother’s estate! – Annie Tyler
Wade Law Offices
Wade Law Offices has a team of experienced attorneys and legal experts that specialize in handling estate planning and other related matters. This law firm provides a comprehensive and detailed service to San Jose residents. Wade Law Offices offers services like asset protection, estate planning, probate, wills and trusts, and many more. Their attorneys are specialists in making sure all your assets are handled carefully and are protected so that you can safeguard your future. As one of the most trusted law firms in San Jose, Wade Law Offices holds itself in high standards that ensure each client’s peace of mind when it comes to their properties.
Estate planning, probate and estate administration, trust and estate litigation, business planning, asset protection, succession planning, tax controversy
Address: 84 W Santa Clara St, Suite 540 San Jose, CA 95113
Phone: (800) 835-2634
They answered every single one of our questions very patiently and then drove all the way to our house for the signing of our wills! Great service. Plus, so very very nice! – Karen Shain
Alain Atkins is the senior editor for Kev’s Best. Alain has been working as a journalist for nearly a decade having published pieces in many print and digital publications including the Argus Leader and the Huffing Post. Alain is based in St Louis and covers issues affecting his city and state. When he’s not busy in the newsroom, Alain enjoys backpacking.