Phillips Law Offices is a distinguished legal practice specializing in estate planning, probate, and trust law, serving clients throughout the Tri-Valley, Castro Valley, and surrounding regions. As a Certified Specialist in Probate, Estate Planning, and Trust Law by the State Bar of California, the firm stands out for its deep expertise, LL.M. in Taxation, and prestigious recognitions including an AV Rating, Super Lawyer Designation, and AVVO 10 Rating.
With over 30 years of professional and ethical experience, 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, while also representing fiduciaries such as executors, trustees, and conservators. Their goal is to provide tailored solutions that protect legacies, avoid probate, and optimize tax savings.
Services Offered
- Estate Planning
- Wills
- Trusts
- Probate
- Trust Administration
- Non-Probate Matters
- Tax Planning
- Elder Law
- Special Needs Planning
- Conservatorships
- Guardianships
- Estate Tax Planning
- Property Tax Planning
- Income Tax Planning
- Fiduciary Representation
The firm maintains offices in Pleasanton and Castro Valley, offering services to individuals, families, and fiduciaries seeking comprehensive legal guidance in estate and trust matters. They provide complimentary estate planning consultations and are dedicated to delivering professional service for highly personal and complex legal subjects.
