The Law Office of Theresa Carter Geoffroy is a Northern California-based legal practice specializing in comprehensive estate planning and related family wealth matters. The firm stands out for its highly personalized approach, leveraging advanced technology to craft tailored plans that preserve generational wealth and create lasting legacies for individuals and families.
With a focus on providing clients with peace of mind, the firm emphasizes clear, enforceable instructions for loved ones during critical times. It offers flexible scheduling options, including home consultations and evening and weekend appointments, ensuring accessibility and convenience. The practice is dedicated to delivering informed, strategic plans that maintain client control over long-term financial and healthcare decisions, distinguishing itself through quality and affordability compared to lower-cost, a la carte alternatives.
Services Offered
- Estate Planning
- Estate Administration
- Business Succession Planning
- Pre-nuptial Agreements
- Post-nuptial Agreements
- Living Trusts
- Long-term Financial Decision Planning
- Healthcare Decision Planning
Serving individuals and families throughout Northern California, the firm prioritizes a client-centered approach, recognizing the uniqueness of each person, couple, and family. It offers affordable estate planning packages designed to fit most budgets while maintaining a commitment to superior quality and professional service.
