Fidelity Law Offices is a dedicated estate planning law firm serving the San Francisco Bay Area, specializing in comprehensive strategies to help clients avoid the costly and complex probate process. As local residents and property owners themselves, their attorneys bring a unique, relatable perspective to estate planning, focusing on mitigating taxes and preserving family wealth through expertly crafted legal instruments.
The firm employs a client-centered approach with fixed-fee pricing and clear communication, ensuring transparency and peace of mind. They leverage extensive experience assisting thousands of clients with tailored estate plans, emphasizing accessibility through video or telephone consultations and in-person notarization. Their mission is to provide qualified Bay Area residents with efficient, hassle-free estate planning solutions that protect assets and ensure smooth transitions for loved ones.
Services Offered
- Estate Planning
- Living Trusts
- Advanced Health Care Directive
- Durable Powers of Attorney
- Pourover Will
- Community Property Agreement
- Certificate of Trust
- Transfer Document
- Advanced Estate Planning Services
- Special Needs Trusts
- Irrevocable Life Insurance Trusts
- Charitable Remainder Trusts
- Corporate Formation
- Formation of LLCs
- Wills
- Health Care Directives/HIPAA
Serving individuals and families across the San Francisco Bay Area, including Palo Alto, San Mateo, Hillsborough, Menlo Park, San Jose, Pleasanton, Walnut Creek, Sacramento, and Santa Cruz, the firm is committed to practice exclusively within California and offers free seminars and consultations to educate and assist the community.
