Sunnyvale Estate Planning Lawyers

Compare 678 top rated California attorneys serving Sunnyvale.
Daniel L DuRee
PREMIUM

California Estate Planning Attorney

Do you have questions about the estate planning process? Please call today for a free consultation. Read More »
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Laurie E. Yoon
PREMIUM

Attentive, professional representation in all types of estate planning matters.

I'm an experienced San Jose estate planning lawyer and am dedicated to serving the unique needs of my clients. My practice includes estate planning, probate, wills and trusts, and conservatorship and guardianship. Read More »
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Liza Weiman Hanks
PREMIUM

California Estate Planning Attorney with 23 years experience

Stanford Law SchoolCalifornia
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Benjamin J. Sowards Esq.
PREMIUM

Free Consultation! Experienced Estate Planning & Wealth Transfer Attorney!

I am a skilled and knowledgeable estate planning and wealth transfer attorney. I am dedicated to providing creative solutions in a cost-effective manner! Visit my website for client reviews. Call for a free consultation! Read More »
10.0Justia Lawyer Rating for Benjamin J. Sowards Esq. View Profile
Bobby Lydon-Lam
Claimed Lawyer Profile
Sunnyvale, CA Estate Planning Lawyer with 8 years experience
1250 Oakmead Parkway, Suite 210
Sunnyvale, CA 94085
Estate Planning and Probate
Sunnyvale, CA Estate Planning Attorney with 16 years experience
(408) 437-7738 PO Box 2003
Sunnyvale, CA 94087
Estate Planning, Arbitration & Mediation, Divorce and Elder
Loyola Law School, Los Angeles and Loyola Law School
Sunnyvale, CA Estate Planning Lawyer with 13 years experience
(650) 503-3078 1250 Oakmead Pkwy Ste 210
Sunnyvale, CA 94085
Estate Planning
Quinnipiac Univ School of Law
Sunnyvale, CA Estate Planning Lawyer with 47 years experience
(408) 718-8816 852 Fife Way
Sunnyvale, CA 94087
Estate Planning
Lincoln Univ
Sunnyvale, CA Estate Planning Attorney with 40 years experience
(408) 732-3114 438 S Murphy Ave
Sunnyvale, CA 94086
Estate Planning
Santa Clara University School of Law and Santa Clara Univ School of Law
Sunnyvale, CA Estate Planning Attorney with 14 years experience
(408) 736-7998 438 S Murphy Ave
Sunnyvale, CA 94086
Estate Planning
U of San Francisco School of Law
Sunnyvale, CA Estate Planning Lawyer with 23 years experience
(408) 248-8502 1250 Oakmead Pkwy Ste 210
Sunnyvale, CA 94085
Estate Planning and Elder
University of California Hastings College of the Law and UC Hastings COL
Sunnyvale, CA Estate Planning Attorney with 13 years experience
(405) 345-8920 1594 Finch Way
Sunnyvale, CA 94087
Estate Planning
Santa Clara University School of Law and Santa Clara Univ School of Law
Sunnyvale, CA Estate Planning Attorney with 23 years experience
(408) 615-8930 1030 E El Camino Real # 426
Sunnyvale, CA 94087
Estate Planning and Elder
Santa Clara Univ School of Law and Santa Clara University School of Law
Sunnyvale, CA Estate Planning Attorney with 41 years experience
(408) 245-3000 438 S Murphy Ave
Sunnyvale, CA 94086
Estate Planning, Business and Tax
Gonzaga University School of Law and Gonzaga Univ School of Law
Patty Setser Esq.
PREMIUM

California Estate Planning Attorney

University of the Pacific, McGeorge School of LawCalifornia
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Sunnyvale, CA Estate Planning Attorney with 57 years experience
(408) 736-9000 525 W Remington Dr Ste 100
Sunnyvale, CA 94087
Estate Planning
Stanford Univ Law School and Stanford Law School
Sunnyvale, CA Estate Planning Attorney with 16 years experience
(408) 616-1600 920 Stewart Dr Ste 100
Sunnyvale, CA 94085
Estate Planning
UCLA School of Law
Daniel L DuRee
Claimed Lawyer ProfileLII GoldSocial Media
Mountain View, CA Estate Planning Attorney
(650) 933-7122 800 West El Camino Real
Suite 180
Mountain View, CA 94040
Free ConsultationEstate Planning and Probate
University of California Hastings College of the Law
Do you have questions about the estate planning process? Please call today for a free consultation.
Somita Basu
Claimed Lawyer ProfileSocial Media
Santa Clara, CA Estate Planning Attorney with 7 years experience
(408) 850-7250 5201 Great America Pkwy #320
Santa Clara, CA 95054
Free ConsultationEstate Planning, Elder and Probate
Concord Law School at Purdue Global
Somita Basu is a Founding Principal of Norton Basu LLP. Ms. Basu began her career in financial services and insurance and has lived and worked across the globe, working with blue chip Fortune 500 companies. Her career has taken her from the New York City metropolitan area to India and Singapore, where she gained a unique perspective on global business practices and cultures. She has worked in senior management positions with a culturally diverse workforce.

Having lived abroad for 13 years, Ms. Basu is particularly sensitive to how different cultural views can influence decision-making and risk appetite....
Liza Weiman Hanks
Claimed Lawyer ProfileOffers Video ChatLII GoldBlawg SearchSocial Media
Mountain View, CA Estate Planning Attorney with 23 years experience
(650) 428-3900 2570 W El Camino Real
#400
Mountain View, CA 94040
Offers Video ChatEstate Planning, Probate and Tax
Stanford Law School
Zakiya J. McCullough
Claimed Lawyer ProfileOffers Video ChatSocial Media
Santa Clara, CA Estate Planning Lawyer with 9 years experience
(408) 850-7250 5201 Great America Pkwy
Ste 320
Santa Clara, CA 95054
Offers Video ChatEstate Planning and Elder
University of the Pacific, McGeorge School of Law
Zakiya Norton is a Founding Principal of Norton Basu LLP. Admitted to the Nevada State Bar in 2010 and the California State Bar in 2013, Ms. Norton has experience in all aspects of litigation. She currently focuses her practice in the areas of estate planning, probate, conservatorships and litigation issues.

Ms. Norton is committed to keeping her client’s interests at heart and reaching timely resolutions of difficult situations. Within the estate planning field she handles a number of complex issues ranging from preparation of wills and revocable living trusts to forming family limited partnerships and limited liability companies....
Sujung Park
Claimed Lawyer Profile
Cupertino, CA Estate Planning Lawyer with 14 years experience
(408) 236-7345 19925 Stevens Creek Blvd.
Suite 100
Cupertino, CA 95014
Estate Planning and Business
Emory University
As a business legal counsel, Sujung Park has advised individuals and businesses on various legal transactions and litigation matters. Her practice includes corporate, commercial contracts, and estate and asset planning. Sujung’s clients range from global high tech companies to innovative emerging startups and local small businesses. She also has served as outside general counsel for the US subsidiaries of Korean companies and US companies who has a business relationship with Korea.

Sujung received a J.D. from Emory University School of Law and a M.A. in International Laws from Seoul National University. She is a member of the State Bar...
Kendra Bowen
Claimed Lawyer Profile
Sunnyvale, CA Estate Planning Lawyer with 28 years experience
(650) 521-6910 1250 Oakmead Pkwy., Suite 210
Sunnyvale, CA 94303
Free ConsultationEstate Planning
University of California Hastings College of the Law
I have focused my practice solely on estate planning and advanced estate planning, specifically the legal work to PREVENT PROBATE. As a San Mateo County native, I receive great satisfaction in using the law to help other San Francisco Bay Area residents and home owners avoid the time consuming, costly and disruptive probate process. I meet with every client at a Fidelity Law Office near them and guide them through the estate planning process in a fun and efficient way. My positive approach and knowledge of estate planning law ensures that each client makes the right decisions for their estate...
Barbara M. Loebner
Claimed Lawyer Profile
Los Altos, CA Estate Planning Lawyer with 35 years experience
(650) 468-3220 2053 Grant Rd., #260
Los Altos, CA 94024
Estate Planning
Santa Clara University School of Law
Nina C Decker Esq.
Claimed Lawyer ProfileSocial Media
Santa Clara, CA Estate Planning Lawyer with 7 years experience
(408) 919-0088 2930 Bowers Ave
Santa Clara, CA 95051
Estate Planning, Bankruptcy and Probate
Santa Clara University School of Law
Nina Decker is a licensed attorney in California. She obtained her law degree from Santa Clara University in 2012. While in law school, Nina was the Editor-in-Chief of the Santa Clara Journal of International Law, and received Witkin and CALI awards for academic achievement. She also interned for Chief Magistrate Judge Maria-Elena James of the US District Court for the Northern District of California. A native of Boise, Idaho, Nina also has a Bachelor's Degree in Sociology from Boise State University. After graduating from Santa Clara University, Nina worked as a Graduate Fellow with the Northern California Innocence Project,...
Jeanette H. Taggart
Claimed Lawyer Profile
Santa Clara, CA Estate Planning Lawyer with 34 years experience
(408) 221-5856 2975 Scott Blvd., Ste. 120
Santa Clara, CA 95054
Estate Planning, Business and Elder
UCLA School of Law
Nancy Lu Sequoia
Claimed Lawyer Profile
Cupertino, CA Estate Planning Lawyer with 12 years experience
(408) 725-7180 19925 Stevens Creek Blvd.
Suite 100
Cupertino, CA 95014
Estate Planning, Business, Probate and Real Estate
Brooklyn Law School
Our mission in the practice of law is to advance justice and provide legal help to our clients with dedication, integrity and excellence. Dedication We represent our clients with zealousness and diligence. We commit our time and energy to providing our clients with excellent legal services. As a customer-service oriented firm, we give our clients personalized and individual attention. Integrity We uphold high ethical standards in representing and serving our clients. Given our dedication and skills, we believe that we can provide outstanding legal services in a legal and ethical manner. Excellence With high professional standards, legal acumen, hard work and strive for perfection, we...
Christl Denecke
Claimed Lawyer Profile
Mountain View, CA Estate Planning Attorney
(650) 336-5185 1743 Pilgrim Avenue
Mountain View, CA 94040
Estate Planning
Michael Edward Lonich
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Attorney with 38 years experience
(408) 553-0801 1871 The Alameda
Suite 400
San Jose, CA 95126
Free ConsultationEstate Planning, Family and Probate
Pepperdine University School of Law
Michael E. Lonich is the managing partner of Lonich & Patton and has nearly 30 years of experience representing a wide range of businesses and individuals. His practice concentrates on Estate Planning, Business Law and divorce mediation. Mike draws upon his expertise and the firm's resources to partner with individuals and families to develop comprehensive estate plans and successfully represent clients in trust administration and probate litigation. From the creation of a simple will to a complex trust, family limited liability partnership or business succession plan, maximizing financial benefits as well as ensuring the peace of mind that an estate...
Jeffrey K Nielsen
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Lawyer with 8 years experience
(408) 294-9700 84 West Santa Clara St. #540
San Jose, CA 95113
Free ConsultationEstate Planning, Business and Probate
Western State University College of Law
With over 5 years of experience, I understand the challenges facing families when they begin to contemplate their future. I know that you want to make sure that you are leaving your loved ones in a good place, and I want to help you develop a comprehensive estate plan that allows you to achieve your specific objectives.

I offer customized Estate Plans tailored to each client's needs. I have dealt with estates of all different sizes. Even if you feel that it is unnecessary for you to create an estate plan, you may have more assets than you realize. Certainly,...
John C.  Martin
Claimed Lawyer ProfileSocial Media
Menlo Park, CA Estate Planning Lawyer with 11 years experience
(650) 329-9500 1145 Merrill St.
Menlo Park, CA 94025
Estate Planning, Business, Probate and Tax
Boston College Law School
Attorney John Martin advises individuals, families, and businesses in the areas of legacy planning, wealth preservation, estate & business succession planning, and estate administration. Our law firm focuses exclusively on legacy planning, wealth preservation, estate and business succession planning, and estate administration. Our trust and estate planning services enable clients to protect their spouse's or child's s inheritance from creditors and predators, maximize control over their assets during their lifetime, benefit charities, and effectively transition their business to the next generation. Through an ongoing client maintenance program, we provide peace of mind that a client's goals will not...
Stephen Searle Rudd
Claimed Lawyer Profile
Cupertino, CA Estate Planning Attorney with 48 years experience
(408) 252-5211 10455 Torre Ave
Cupertino, CA 95014
Estate Planning, Probate and Real Estate
Stanford University
Steve Rudd is a Stanford Law School J.D. with over thirty years experience handling estate planning (trusts, wills, powers of attorney) and estate administration (trust administration, trust modification, spousal property petition and probate proceeding) for Silicon Valley clients. Steve Rudd offers quality legal services at affordable prices.
James Cai
Claimed Lawyer ProfileBlawg SearchSocial Media
San Jose, CA Estate Planning Attorney with 21 years experience
(408) 436-0789 1754 Technology Dr
#122
San Jose, CA 95110
Free ConsultationEstate Planning, Business, IP and Immigration
Temple University Beasley School of Law
James Cai founded SAC Attorneys, LLP after serving as in-house legal counsel for Yahoo! Inc. His practice focuses on corporate law, immigration, employment and estate planning. Mr. Cai believes in relationship lawyering and has a client-driven practice. He practices law the old fashioned way - giving each client this full attention with prompt responses, thorough research and analysis, aggressive representation and careful attention to details, in both transactional and litigation matters. As a result, most of his clients are repeat and long term clients, including individuals, small businesses, non-profit organizations and public companies. Before founding SAC Attorneys, LLP,...
Robert Paul Bergman
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Lawyer with 39 years experience
(408) 247-0444 1777 Saratoga Avenue
Suite 208
San Jose, CA 95129
Free ConsultationEstate Planning
Santa Clara University School of Law
Board Certified Specialist in Estate Planning, Trust and Probate law, focusing on estate planning for families with children.
Benjamin J. Sowards Esq.
Claimed Lawyer ProfileOffers Video ChatLII GoldSocial MediaResponsive Law
(408) 371-6000 2542 S Bascom Ave
#200
Campbell, CA 95008
Free ConsultationOffers Video ChatCampbell, CA Estate Planning Lawyer with 16 years experience
Estate Planning, Elder and Probate
University of California, Davis, School of Law

Mr. Sowards is an estate planning and wealth transfer attorney. He sets ups estate plans, including living trusts, to help to avoid probate, minimize taxes and limit conflict. He also helps to settle out and administer trust and probate estates. He represents trustees to help them comply with the terms of the trust agreement and the California Probate Code. He minimizes conflict and lawsuits between trustees and beneficiaries or legal heirs. He also represents small and family owned businesses. He has saved his clients millions of dollars in probate fees and has successfully resolved several family conflicts that likely would...
James Edward Berge
Claimed Lawyer ProfileQ&ASocial Media
San Jose, CA Estate Planning Attorney with 34 years experience
(408) 985-9918 1101 S Winchester Blvd Ste I-208
San Jose, CA 95128
Free ConsultationEstate Planning and Elder
Golden Gate University School of Law and Santa Clara University School of Law
Lawrence M Kelly
Claimed Lawyer Profile
Santa Clara, CA Estate Planning Lawyer with 34 years experience
(408) 736-3535 275 Saratoga Avenue, #102
Santa Clara, CA 95050
Estate Planning and Probate
Santa Clara University School of Law
Lawrence (Larry) Kelly has been providing professional and courteous Estate Planning, Probate and Trust Law services for clients in the South Bay Area and beyond for 25+ years.
Roy Wayne Litherland
Claimed Lawyer ProfileBlawg SearchSocial Media
Campbell, CA Estate Planning Attorney with 44 years experience
(408) 356-9200 3425 S Bascom Avenue, Suite 240
Campbell, CA 95008
Free ConsultationEstate Planning, Elder and Probate
Indiana Univ Indianapolis School of Law
Roy Litherland has been providing legal services in Santa Clara and Santa Cruz Counties continuously since 1975.

In law school, Roy was a recipient of the Dean Faust Award and received awards and honors in income taxation and estate taxation.

Roy is certified by the California State Bar Board of Legal Specialization as a legal specialist in Estate Planning, Trust and Probate Law. In addition to his extensive legal background, he was previously licensed as a Certified Public Accountant.

Roy is a member of the California State Bar Association, American Academy of Estate Planning Attorneys, and the National Academy of Elder Law Attorneys....
John David Teter
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Lawyer with 38 years experience
(408) 866-1810 1361 S Winchester
Suite 113
San Jose, CA 95128
Estate Planning, Business, Real Estate and Tax
Golden Gate University School of Law and Santa Clara University School of Law
As a lawyer for over 30 years, on a daily basis, John Teter has assisted thousands of clients in achieving their business and personal goals. He draws on this wealth of real-world experience, coupled with interaction with colleagues and a lifetime commitment to continuing education, to provide his clients the best legal representation possible. It is a great source of personal pleasure to apply these tools to assist others. Mr. Teter considers each case to be a personal challenge to achieve what is best for each of his clients.

As an experienced taxation law attorney, he has the knowledge and resources...
Mr. James Michael O'Neil III
Claimed Lawyer ProfileSocial Media
Palo Alto, CA Estate Planning Lawyer with 11 years experience
(415) 992-3123 3505 El Camino Real
Palo Alto, CA 94306
Estate Planning and Probate
University of San Francisco School of Law
As the principal of the Law Offices of James O'Neil, James O’Neil has narrowed his primary focus to estate planning and estate administration. After graduating cum laude from the University of San Francisco School of Law, he served as an intern for the Honorable A. James Roberston II in the San Francisco Superior Court. After working in law firms from 2009 through 2019, James launched the Law Offices of James O'Neil. His mission is to guide his clients through the complex estate planning and trust and estate administration. He has helped hundreds of clients plan for their futures and manage...
Daniel J. Leahy Esq.
Claimed Lawyer ProfileOffers Video ChatSocial Media
Campbell, CA Estate Planning Lawyer with 11 years experience
(408) 371-6000 2542 S Bascom Ave
#200
Campbell, CA 95008
Free ConsultationOffers Video ChatEstate Planning, Elder and Probate
University of California - Berkeley
Jennifer Louise Mispagel
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Lawyer with 12 years experience
(408) 286-9800 70 South First Street
San Jose, CA 95113
Estate Planning, Business, Family and Probate
Santa Clara University School of Law
Jennifer Mispagel focuses her practice on Estate Planning, Trusts and Probate. Jennifer received her Juris Doctorate and her Masters in Business Administration from Santa Clara University in 2008. After completing her first year at Santa Clara University School of Law, Jennifer spent a summer in Tokyo studying the Japanese legal system and interning for a local law firm. When she returned to school, she enrolled in Santa Clara’s MBA program to complement her legal education. Jennifer received both the Witkin and CALI Awards in Community Property as well as the American Bankruptcy...
Matthew G. Grech
Claimed Lawyer ProfileOffers Video Chat
San Jose, CA Estate Planning Lawyer with 12 years experience
(408) 214-0385 111 North Market St.
Suite 300
San Jose, CA 95113
Free ConsultationOffers Video ChatEstate Planning, Bankruptcy, Business and Probate
St. Thomas University School of Law
As an attorney, Matthew Grech began his career as a civil litigator. From there Mr. Grech transitioned into estate planning and probate & estate administration. As an estate planning/administration attorney Mr. Grech has assisted numerous clients manage trust and estate administrations from inception to closing, as well as guiding and facilitating the planning process. It was during this time that Mr. Grech realized that a number of his clients’ family members and friends were facing mounting financial troubles in the wake of The Great Recession. It was this realization that motivated Mr. Grech to begin practicing bankruptcy law, which...
Analisa Pratt
Claimed Lawyer ProfileSocial Media
Menlo Park, CA Estate Planning Attorney with 13 years experience
750 Menlo Avenue, Suite 200
Menlo Park, CA 94025
Free ConsultationEstate Planning and Probate
Golden Gate University
Analisa Pratt is the Founder of Pratt Law, which specializes in estate and trust planning and estate administration. Analisa has been practicing law for over 10 years and is licensed in California and Arizona. Before launching Pratt Law, Analisa practiced law with Wilson Sonsini Goodrich & Rosati and K&L Gates. She also served as a judicial law clerk in the United States District Court for the District of Arizona and as a legal research attorney with the Superior Court of California. Analisa has received a number of awards for her pro bono contributions...
Camelia Mahmoudi
Claimed Lawyer ProfileOffers Video ChatSocial Media
San Jose, CA Estate Planning Lawyer
(408) 658-8580 2021 The Alameda, Suite 200
San Jose, CA 95126
Offers Video ChatEstate Planning, Elder, Probate and Tax
Santa Clara University School of Law and Golden Gate University School of Law
Certified Specialist in Estate Planning, Trust & Probate Law from the California State Bar Board of Legal Specialization. Legal services in the areas of (1) Trust & Estate, including Wills, Living Trusts, Probate, Trust Administration, and Conservatorships. (2) Taxation, including Compromise of Tax Liabilities, Tax Payment Agreements and Workouts, Defense Against IRS Collection, Audit and Appeals, and Abatement of Tax Penalties (3) Family Law, including Prenuptial Agreements, Divorce, Custody, Division of Assets, and Guardianships.
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Estate Planning Lawyers in Nearby CitiesEstate Planning Lawyers in Nearby Counties

Sunnyvale Estate Planning Legal Aid & Pro Bono Services

Santa Clara County Self-Service Centers/Family Law Facilitator's Office
Sunnyvale, CA


Senior Adults Legal Assistance
(408) 295-5991
San Jose, CA

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Related Practice Areas

Elder Law
Probate
Tax Law

Planning your estate?

Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.

An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.


Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.

Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.

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