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Estate Planning Attorneys in San Jose

Helping Clients to Secure Their Legacy & Family's Future in California

One of the greatest gifts you can leave your family is a comprehensive estate plan that addresses your personal wishes and end of life choices. An estate plan is comprised of several important legal documents that prepare your loved ones for any sudden medical emergencies and your passing.

By including a will and personalized trust protections in your estate plan, you can even protect your personal and real property from the probate process and guarantee that they are properly distributed to your intended beneficiaries.

Contact Our San Jose Estate Planning Team at (800) 761-0432 or get in touch online to explore your options.

What is Included in an Estate Plan

Components of a Comprehensive Estate Plan:

  • Will
  • Revocable and irrevocable trusts
  • Advanced healthcare directive
  • A durable power of attorney for healthcare
  • A durable financial power of attorney

At Ferrari Ottoboni Caputo & Wunderling LLP, our experienced estate planning lawyers in San Jose can help you prepare for the unpredictable future today. During your appointment, we can review your personal and legal objectives, explore your specific options, and develop a solid estate plan that can’t be challenged in court.

Why a Custom Estate Plan Matters

Only an experienced San Jose estate lawyer can help you develop a comprehensive estate plan accurately reflects your personal needs and legal objectives. Many people don’t realize that online “Do It Yourself” guides don’t take specific state laws and individual circumstances into account.

Essential Elements of Your Personalized Estate Plan:

  • Your assets
  • Your medical history
  • Your unique family dynamics

Key Decisions Guided by Our San Jose Estate Planning Firm:

  • Your legal beneficiaries
  • The correct distribution of your assets and property
  • Which designated guardian will care for your minor children
  • Which designated representative will care for your special needs relatives
  • Who has the authority to manage your finances if you’re incapacitated
  • Who has the authority to make medical care decisions on your behalf
  • Your end-of-life decisions

Should I Update My Estate Plan?

Anyone can benefit from having an estate plan, regardless of age or wealth. However, it’s inadvisable to complete your estate plan and then lock it away for decades.

When to Review & Update Your Estate Plan

In fact, you should review the contents of your estate plan every few years or after any significant life event. The goal of estate planning, after all, is to protect your personal choices and your financial assets.

You may need to update or modify your estate planning documents to account for the important life changes you experience. For example, any new assets or property that are left out of your estate plan may suffer the consequences of the probate process.

Contact Our San Jose Estate Planning Attorney Today

Ferrari Ottoboni Caputo & Wunderling LLP is renowned as one of the country’s premier law firms. Our San Jose estate attorney believes that our success is due to the dedicated representation and personalized legal services we consistently provide to our clients.

By understanding your personal goals and legal objectives, we can help you develop an estate plan that safeguards your interests. Contact our San Jose estate planning attorneys if you’re interested in drafting or modifying your estate plan. We can answer any questions or concerns you may have about your estate or the general probate process.

Discover Legal Solutions with Us. Schedule Your Consultation at (800) 761-0432 or reach out online for personalized estate planning advice in San Jose.

Why Ferrari Ottoboni Caputo & Wunderling LLP?

  • Experience

    Our firm has over 50 years of legal experience.

  • Excellence

    We pride ourselves on providing a breadth and depth of legal insight for high net worth individuals and closely held companies.

  • Trusted Counsel

    Clients are able to utilize our knowledge and advice across multiple disciplines.

  • Strong Reputation

    Members of our firm have been included in the list of California Super Lawyers®, a prestigious distinction given to only elite lawyers in their respective fields.

  • Responsive & Accessible

    We provide exceptional, responsive counsel that has been trusted by our clientele for decades.

  • Multi-Service Practice

    We are a multi-discipline firm that is able to serve a wide range of legal matters.