Wills, Trusts, and Estates

Trusts, estate plans, and wills require careful consideration to protect you and your family’s future.

We are focused on your well-being and our Walnut Creek trust law and estate planning team will always serve as a persistent advocate for you and your family’s goals.

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Trusts, estate plans, and wills require careful consideration to protect you and your family’s future. We are focused on your well-being and our Walnut Creek trust law and estate planning team will always serve as a persistent advocate for you and your family’s goals.

As laws change and your family’s needs develop, you may find yourself in trust or estate planning litigation, an often overwhelming or stressful process that is much easier with a skilled trust law experts in the San Francisco Bay Area on your side. We have experience working with families, trusts, wills, and assets in litigation, and advocating for your rights.

Estate Planning

A proper Estate Plan will allow you to:

Manage your estate to prepare for the disposition of their assets at the end of their lives,
Reduce the costs and taxes when their estates are settled,
Create a plan that avoids the time, expense, and public process of probate.

The lawyers at Mendes Weed, LLP have years of helping clients develop Estate plans, and as Tax Attorneys, they bring additional expertise to develop plans particularly designed to minimize taxes, especially where business and complex assets are involved.

Download our Estate Planning Guide

Probate

gavel with sound block on bookshelf in library background

Probate lawyer services for San Francisco, Sacramento and Walnut Creek covers a range of needs when carrying out the wishes of your family member. We review the will, trust, or estate plan, and work with California state and federal trust laws to ensure that your family member’s intentions are the top priority when distributing assets.

Conflicts and complications can arise, and our trust law and estate planning attorneys have the solutions. When trusts that were created in the past have now become stale, or there are conflicts in interpretation, we serve your family with dedication to a final resolution that you are satisfied with.

Estate and Trust Litigation

Law changes and unanticipated complications can arise with trusts, but taking care of your trust should not become an overwhelming part of your life. When problems arise, it is crucial to act quickly to help keep costs from ballooning. Mendes Weed, LLP’s probate lawyers in the San Francisco Bay Area diligently works to protect your rights and ensure your trust according to its original intentions.

Trust Administration

senior couple hugging over living house background

Probate lawyer services covers a range of needs when carrying out the wishes of your family member. We review the will, trust, or estate plan, and work with California state and federal trust laws to ensure that your family member’s intentions are the top priority when distributing assets.

Conflicts and complications can arise, and our trust law and estate planning attorneys have the solutions. When trusts that were created in the past have now become stale, or there are conflicts in interpretation, we serve your family with dedication to a final resolution that you are satisfied with.

Trustee Representation

When considering how your trust affects you and your family, we are your rigorous, committed consultants. We help trustees in the San Francisco area with estate planning and trust law services which help you stay informed and offer clear insight into any complications or concerns.

We engage with the unique complexity of your situation and ensure that your trust is being administered in a way that best serves your family.

Beneficiary Representation

Senior notary working with trust beneficiary

As the beneficiary of a trust in California, you have rights to know and validate information about the trust. The trustee has obligations including equal fairness to all beneficiaries.

Durable Power of Attorney

Be prepared for the worst and welcome the best. Whether aging, illness, or the potential for an accident could challenge the security of you and your family’s future, a durable power of attorney can ensure that those you love will be in control. By choosing a family member or loved one to make legal and financial choices when you are unable, you will keep your family’s security intact in the case that you become incapacitated, even temporarily.

We help you establish an agreement that ensures you and your family’s agency in the future.