Estate Planning Services

Marin's Estate Planning attorneys help you and your family protect assets while ensuring the largest possible inheritance to beneficiaries.

Each estate plan is customized to matches the needs, health, and resources of the family.

An estate plan may include a Living Trust, a Will, a Power of Attorney for finances, and a Durable Power of Attorney for Health Care / Advanced Health Care Directive.

In some situations, a Trust may make sense, and in others not. In some cases a living trust is used to make certain there will be no Conservatorship of the estate. In other circumstances a Conservatorship is the best way to protect the assets of a loved one who has lost capacity.

The attorneys at the Law Offices of Julia Wald will work with you to explain your options and to help you create the appropriate documents for your unique situation.

Estate Planning for peace of mind

Every Family
Has Unique
Estate Planning Needs

Estate planning services are important for traditional nuclear families and they are essential for domestic relationships which are more complex.

The accredited attorneys in our San Rafael office are experienced with:

  • Handling estate planning after divorce, remarriage, and/or blending families
  • Honoring domestic partners and other non-traditional family structures
  • Gifts to non-citizen family members
  • Trusts to pass real estate to heirs.