An East Bay Area Estate Planning Attorney
A well-drafted estate plan can preserve assets, provide for your family and give you peace of mind.
At my firm, William P. Davis, Attorney at Law, I help people from all walks of life create wills, trusts and other legal vehicles that can help them achieve their goals.
Some of the estate planning advice and services I can provide include:
- Writing and amending wills
- Trusts — including living trusts, charitable remainder trusts and special needs trusts
- Powers of Attorney
- Advance health care directive (living will)
- And other estate planning services
Contact my firm to schedule a free consultation.
The Estate Planning Process
In creating your estate plan and documents, I will endeavor to learn about you, your family and your financial situation. We will also spend some time exploring your long-term goals for yourself and your family. Then I will create the estate documents that can help you achieve those goals.
At a minimum, this should include:
- A will
- An advance health care directive which specifies the medical care you want or do not want at the end of your life
- A Power of Attorney which appoints someone to handle your financial affairs if you are unable to do so
As your life and financial situation change, I can easily update these documents. I also strive to keep my firm's estate planning services as cost-effective as possible.
Complex Estate Planning
In addition to having a law degree, I have a Master's in Taxation from Golden Gate University and an MBA. This background enables me to handle more complex estate planning matters. If you want to transition a family-owned business to the next generation, I can set up a family limited partnership or other legal vehicle that can accomplish your aims. I can also provide estate tax planning advice designed to preserve your assets.
Free Consultation With a Lawyer
For a free consultation with William P. Davis, Attorney at Law, call 888-335-9597 toll free or contact my firm online.
From my office in Martinez, I advise and represent clients throughout the East Bay area, including Concord and Walnut Creek, California.