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Practicing Family Law & Estate Law in the East Bay Area Since 1991 | FREE INITIAL CONSULTATION

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Estate Planning

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 our Contra Costa County estate planning law firm today to schedule a FREE consultation. Please fill out our online form or call (925) 313-0337.

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 Concord, California, Estate Planning Lawyer

For a FREE consultation with and experienced East Bay Area estate planning lawyer, call (925) 313-0337 or contact our estate planning law firm online.

From my office in Martinez, I advise and represent clients throughout the East Bay area, including Concord and Walnut Creek, California.

CONTACT US

William P. Davis, Attorney at Law
827 Arnold Dr., Suite 80
Martinez, CA 94553
P: (925) 313-0337
Martinez CA Law Office

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Contact Us For a FREE Consultation

To schedule a consultation, please fill in this form or call (925) 313-0337. You will be contacted as soon as possible.
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The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.

Areas We Serve

William P. Davis, Attorney at Law, represents Northern California clients who are seeking legal assistance for family law & estate planning in the East Bay area, Alameda County and Contra Costa County , including the cities of Martinez, Concord, Pleasant Hill, Pittsburg, Walnut Creek, Danville, Antioch, Brentwood, Berkeley, Clyde, Crockett, Hercules, Oakland, Lafayette, Pacheco, Richmond, Port Costa, Rodeo, Vine Hill, and San Pablo, California.

Contact Us

William P. Davis, Attorney at Law.
827 Arnold Dr, Suite 80
Martinez, CA 94553
P: (925) 313-0337
Email Us
 
 

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