Bay Wealth Legal Group is a specialized law firm focusing exclusively on estate planning, trusts, and wealth transfer matters for clients throughout the Bay Area. Distinguished by its unique combination of big-firm expertise and small-firm personalized attention, the firm stands out for its sophisticated approach to preserving and transferring wealth.
The firm serves a diverse clientele including business owners, families, individuals, executives, and professionals. With a dedicated team of experienced attorneys, Bay Wealth Legal Group provides comprehensive guidance on both lifetime planning and post-mortem administration, ensuring clients receive tailored solutions that address complex financial and personal goals.
Services Offered
- Estate Planning
- Trusts
- Wealth Transfer Planning
- Estate Administration
- Trust Administration
- Probate
Bay Wealth Legal Group serves the broader Bay Area, including the Peninsula, San Francisco, and Silicon Valley, offering expert legal support to clients navigating the intricacies of estate and wealth management.
