Trust / Estate Planning

MW Estate Planning DownloadTrusts, estate plans, and wills require careful consideration to protect you and your family’s future. We are focused on your well-being and 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 litigation, an often overwhelming or stressful process. We have experience working with familiestrusts, wills, and assets in litigation, and advocating for your rights.

Trust Setup

Your success deserves a secure future. We have the experience required to ensure that your estate plan, trust, or business succession plan fits you and your family’s unique needs.

After your trust, will, or other agreements are established, we are available to meet with you annually to review your plan and ensure that the plan is still working for you as effectively as possible.

Trust Administration / Probate

Probate administration 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 state and federal laws to ensure that your family member’s intentions are the top priority when distributing assets.

Conflicts and complications can arise. 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 Advising

When considering how your trust affects you and your family, we are your rigorous, committed consultants. We help trustees 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.

Trust & Estate 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 diligently works to protect your rights and ensure your trust according to its original intentions.

Learn more about our Trust Litigation practice area.

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Our Ratings and Reviews

10.0Christina Weed
9.6Lisa Janine Mendes

 

PHONE: 925.390.3222

FAX: 925.301.8667

 

Mendes Weed, LLP is located in Walnut Creek and serves clients around the Bay Area. For your convenience, we also have offices in San Francisco and Sacramento by appointment only.

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Walnut Creek Main Office

1990 N. California Boulevard
Suite 1020
Walnut Creek, CA 94596

 

San Francisco Office

201 Spear Street
Suite 1100
San Francisco, CA 94105

By appointment only.

Sacramento Office

770 L Street
Suite 950
Sacramento, CA 95814

By appointment only.