San Jose Estate Planning

Estate Planning Tailored to Silicon Valley Families

If you are seeking an estate planning assistance in Silicon Valley or the larger Bay Area, there is no better team to call than our legal professionals here at Diran & Grey. Our attorneys offer top-tier estate planning services specially tailored to meet the needs of Silicon Valley families, now available at reasonable flat fees. While we are familiar with many of the trends and demands that come with making a life here in the Bay Area, we also understand that no two families are the same. Thus, we further tailor each and every estate plan to the family it is meant to serve. Come in for a free 1-hour consultation to discuss your specific needs and options with experienced San Jose estate planning lawyers. We will answer all of your estate planning questions and provide you with the resources you need to maintain and implement your estate plan in the future. Learn more about our estate planning services below, and contact our team at (408) 279-1118 today for a free consultation and weekend appointments!

The Importance of Your Estate Plan

Roughly 70% of Americans die “intestate,” which means they pass on without drafting an estate plan. Without an estate plan, all the decisions about who distributes your assets and how they are distributed (through documents such as wills and trusts) will first be facilitated by your loved ones but will eventually be put in the hands of a court. A court-appointed executor and a judge will distribute your assets and make decisions in a bureaucratic and protracted way. This process can take years. This may become a tremendous burden on your grieving loved ones. Making your intentions known will save time, money and unnecessary legal challenges. No matter how modest or how vast your economic standing, planning now offers nothing but benefits.

A few hours of time preparing a trust can save your family many hundreds of hours dealing with the probate system at the same time they are grieving for your loss. In addition, conflicts born of grief can turn siblings against each other. This is can all be avoided with a minimal investment in time and money.

The Importance of Working with the Right Lawyer

Your estate plan stipulates exactly what happens to your property and assets in the event of your death or disability. As such, it should be set up by a trained legal professional who knows how to translate your wishes into legal documentation. Not only will working with a trusted lawyer ensure that your estate plan is drafted exactly to your liking — it will also ensure that your assets themselves are protected from unnecessary taxation or poor financial decision-making.

Questions about Estate Planning for an Experienced Lawyer

Our clients come from a wide-variety of backgrounds, careers, and communities throughout Northern California. But they all have something in common: they all have questions about estate planning that experienced lawyers and financial professionals can answer. Some typical questions we are asked:

  • What does a typical estate plan include?
  • What is a revocable Living Trust?
  • What is a Certification of Trust?
  • Can you tell me about Pour Over Wills?
  • How do I obtain deeds to transfer real-estate into the trust?
  • How can I arrange for medical power of attorney?
  • When is durable power of attorney necessary?

Regardless of your situation, estate planning can protect your economic legacy and provide for your family into the future. Through careful planning, through receiving insightful guidance and through long-term foresight, you can ensure that your final property and health care wishes are followed. This will assure that your family receives the benefits you intend while saving them from unnecessary costs and difficulties while you are incapacitated.

Diran & Grey: The Right Choice for Silicon Valley Estate Planning

Diran & Grey have done over one thousand estate plans in Silicon Valley, the majority of which were for high tech workers and their families. We have the expertise to deal with the particular situations that the tech community faces.

At Diran & Grey, our attorneys have extensive experience building estate plans and providing in-depth legal counsel for families in Silicon Valley and the Bay Area. The majority of our clients are employees from tech companies with unique financial circumstances and assets including stock options and employee ownership plans. We understand how to incorporate these assets into a safe and secure estate plan to benefit you and your family.

Adam Diran, partner and estate-planning specialist, holds an MBA and is a former stockbroker who will teach you the mechanics of your estate plan. Making plans is only part of the process; you must also know how to implement and maintain your plans into the future. By preparing you with extensive knowledge, you may not have to return to an attorney for basic asset management in the future.

In addition to representing and advising our clients, our team here at Diran & Grey also offers extensive personalized education. As we have done for hundreds of other clients, we will explain the process and make potentially complex legal issues easily accessible and clear. Part of our process will also involve discussing the significance and use of each legal document. We will also teach you how to implement the plan and maintain it going forward. Too many law firms prepare cookie cutter trusts that fail to take into account the circumstances of the individual family. Additionally, too many estate planning professionals fail to educate their clients on how to implement trust documents. There is no substitute for an experienced estate planning lawyer who takes the time to understand your unique situation and explain the process. There is also no substitute for an attorney who has wide-experience in relevant fields.

For a free consultation with our highly-experienced San Jose, CA estate planning lawyers and financial professionals, contact our firm at (408) 579-7741 today!