California Trust and Legacy
Business details
- Category
- Lawyers · Estate planning attorney
- Address
- 1220 Oakland Blvd Unit 220, Walnut Creek, CA 94596
- Phone
- (925) 254-1234
- Website
- californiatrustandlegacy.com
- County
- Contra Costa County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
California Trust and Legacy is an estate planning practice serving Walnut Creek and families across the East Bay. Our clients value clear guidance, thorough answers and a process that moves at a comfortable pace, with time between meetings to think, discuss and review before anything is finalized.
We help with wills, revocable living trusts, powers of attorney and revising or restating existing trusts, and we walk each client through every step of the process. Many of our clients come to us after trying other firms, and we focus on making sure every document is complete and every asset is properly transferred to the trust.
We also bring our own homework and instructions to each meeting so you know exactly what to do next. Appointments can be scheduled online or by Zoom, and our front office is always available for questions along the way.
We believe that what you pass on to your heirs is more than your assets, so we make sure your values and your family's legacy are part of the plan.
Book through Lawmatics to start planning your legacy with us.
We help with wills, revocable living trusts, powers of attorney and revising or restating existing trusts, and we walk each client through every step of the process. Many of our clients come to us after trying other firms, and we focus on making sure every document is complete and every asset is properly transferred to the trust.
We also bring our own homework and instructions to each meeting so you know exactly what to do next. Appointments can be scheduled online or by Zoom, and our front office is always available for questions along the way.
We believe that what you pass on to your heirs is more than your assets, so we make sure your values and your family's legacy are part of the plan.
Book through Lawmatics to start planning your legacy with us.