Cal Estate Planning, PC is a dedicated estate planning and elder law firm serving clients throughout California, with a focus on creating personalized, forward-thinking legal solutions. The firm stands out for its dual expertise in both comprehensive estate planning and specialized elder law matters, ensuring clients receive holistic guidance for both financial security and personal care objectives.
With over two decades of experience since 2003, the firm takes a client-centered approach, emphasizing education and long-term family preparedness. They specialize in assisting individuals, married couples, families with special needs dependents, and seniors navigating Medi-Cal and long-term care planning. Their practice is built on reducing future tax burdens, avoiding unnecessary fees, and providing clarity and peace of mind through tailored legal strategies.
Services Offered
- Estate Planning
- Trusts vs. Wills Guidance
- Trusts for Married People
- Specialized Trust Mechanisms
- Additional Estate Planning Documents
- Probate
- Trust Administration
- Special Needs Trusts
- Medi-Cal and Long-Term Care Planning
- Elder Law
The firm operates from its main office in San Francisco and a satellite location in San Mateo, offering accessible support to clients across the Bay Area and wider California community.
