Wills & Trusts

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San Mateo Wills and Trusts Attorney

Probate Avoidance ◊ Asset Distribution throughout Northern California

Whether your personal estate is large or small, you should have an effective plan in place to ensure the orderly distribution of your assets upon death. Without an estate plan, a significant part of the value of your estate can be lost to taxes or probate expenses. A knowledgeable lawyer can help you implement a strategy that protects the value of your estate and minimizes the burden on your loved ones.

At the Law Offices of Michael Marquez, in Burlingame, we provide responsive and personalized legal services to individuals and families throughout San Mateo County and the surrounding communities in northern California, helping you minimize the tax and probate consequences when your assets are transferred at death. We are dedicated to taking a highly proactive approach, promptly responding to your e-mails and phone calls, and keeping you continually apprised of the status of your estate planning. We understand that every situation is unique, so we listen carefully to your concerns then select and implement appropriate tools that meet your objectives.

Responsive, Personalized Counsel on Wills and Trusts

Contact our office or call us at 650-343-2611 for a free initial consultation.

Protecting Your Assets with Wills and Trusts

We provide comprehensive estate planning services to individuals from all walks of life, whether you are a newlywed just starting a career or a family, or you are nearing retirement, whether you are of modest means or you have a huge estate. Because we understand that every situation is unique, we start the process by gathering as much information as we can about your finances, as well as your estate planning goals. We will then carefully explain the different strategies available for meeting your goals, with an eye toward those that will minimize your tax consequences and help you avoid the time and expense of probate.

We review, prepare and execute all the documents necessary to put your estate plan in place, including:

  • Simple or complex wills
  • Testamentary or living trusts
  • Revocable or irrevocable trusts
  • Charitable or special needs trusts

Contact the Law Offices of Michael Marquez

For a free initial consultation, contact us or call us at 650-343-2611. We have attorneys who speak French and we can provide Spanish translation services, if necessary. Credit cards are accepted as payment for our legal services.