Law Offices of Phillips & Phillips is a distinguished estate planning law firm specializing in wills, trusts, and probate matters, serving clients throughout the Tri-Valley, Castro Valley, and surrounding regions. The firm’s attorneys are Certified Specialists in Probate, Estate Planning, and Trust Law as certified by the State Bar of California, and bring over 30 years of professional, ethical experience to each case.
The firm takes a highly personalized approach to estate and trust planning, recognizing that each client has unique wishes for their family and beneficiaries. They focus on helping clients understand their options to make informed decisions about health care, financial management, and inheritance, with an emphasis on avoiding probate and minimizing tax liabilities. Their team represents fiduciaries such as executors, trustees, and conservators, providing tailored legal strategies to protect clients’ legacies.
Services Offered
- Estate planning
- Wills
- Trusts
- Probate services
- Trust administration
- Non-probate matters
- Special needs planning
- Elder law
- Tax planning (estate, property, and income tax)
- Representation of fiduciaries (executors, administrators, trustees, conservators, guardians, agents, attorneys-in-fact)
- Health care planning
- Financial management during incompetency
The firm maintains offices in Pleasanton and Castro Valley, and its attorneys hold an LL.M. in Taxation, an AV Rating, Super Lawyer Designation, and an AVVO 10 Rating. They offer complimentary estate planning consultations and serve individuals and families seeking to secure their financial and personal legacies.
