Estate Planning Attorneys in Pleasanton, CA

Estate Planning Overview

Providing Comprehensive Legal Advice and Representation for Estate and Probate-Related Matters Since 1976

An effective estate plan serves many purposes. For attorneys who can help you achieve those purposes by getting it right the first time, call or contact the Law Offices of James G. Schwartz, in Pleasanton, California.

Our law firm provides thoughtful guidance, quality services and strong representation to Northern California residents, families and business owners with estate planning or probate-related needs of all types. Our lawyers have more than 50 years of combined legal experience with this area of the law. Together, they possess the knowledge and skill needed to deal with virtually any type of situation or issue.

Whatever your situation or concerns, you can rely on us to work closely with you throughout the process, take time to understand your needs and objectives, explain your options and provide recommendations.

Wills and Trusts ∙ Probate ∙ Conservatorships ∙ Estate Litigation

We provide estate planning and probate law services to many of our business clients, and to any individual and family in need of sound legal counsel and estate-related services in this part of the state.

Some of the many personal goals we help our clients accomplish include:

Protecting assets through the use of wills, trusts and other estate planning tools

Providing financial security for your loved ones and future generations

Planning for incapacity with a durable power of attorney for health care or power of attorney for property management

Avoiding probate

Minimizing and deferring estate taxes 

Managing the probate process, settling estates and administering trusts

Preventing inheritance disputes between family members

Because even the most carefully considered estate plan can give rise to disputes, our law firm also represents beneficiaries, heirs, executors and others in various types of probate litigation, including will contests, contested guardianship and conservatorship actions, trust disputes and claims against fiduciaries.

Contact Our Pleasanton, California,
Law Offices for a Free Consultation

Personalized service, accessibility, attention to detail and consistently favorable outcomes have helped us build many longstanding relationships with our estate planning and probate clients. We welcome the opportunity to be of similar service to you. To discuss your estate-related concerns with an experienced lawyer, contact us online or call our law firm offices directly at 925-271-4460.

The Law Offices of James G. Schwartz provides estate planning and probate services throughout the East Bay and Northern California, including Alameda County, Contra Costa County and communities such as Pleasanton, Livermore, Dublin and San Ramon.

Major Credit Cards Accepted

Other Frequent Case Types

• Bankruptcy in Pleasanton, CA
• Business Litigation in Pleasanton, CA

Areas of Practice

• Estate Planning
• Probate