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:
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.
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:
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.
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.
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.
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.