Contact Info
- Location 4104 24th St # 212, San Francisco, CA 94114, USA
- Phone +1 415-226-6283
- Website http://www.defontelaw.com/
Reviews
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If you need help with estate planning, look no further than De Fonte Law. They were recommended to us by a friend, and attended one of their monthly webinars before working with them. Everyone we worked with was amazing - intro consult with Patricia and Becca for the full estate planning process. They were happy to help us build a foundational understanding of estate planning and what to think about when making our decisions. They were extremely responsive, personable, and very organized through the whole process. We were also up against a tight timeline with the birth of our first kid and they were able to turn everything around with high quality and quickly. Highly recommend!
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The team at De Fonte helped walk us through all of the pieces we needed to protect our family and our assets. We knew that we needed an estate plan but were overwhelmed with how to make it happen. Wendy was very patient with us in helping us work through every thing we needed to think about and sending us reminders to ensure we were able to put our plan in place quickly. We really appreciated the expertise they were able to offer us as a queer family with a kiddo so that we could be sure our kid would be protected and cared for how we envision should anything happen to us. Thank you, De Fonte!
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We have been working with Patricia since 2011. Just after our second child was born. We wanted to make sure our children and assets were protected. She has been a key advisor since that moment. What we appreciate most about our relationship with Patricia is the match in personal and business values. While folk like to pretend those types of values are completely separate, the long term fact is they are not. You gotta plan for a response when they change and have a partner who will help you make those changes. We have taken referrals from her for other services and those people have always been high quality.
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We attended the De Fonte Law's presentation for an LGBTQ audience at Oasis, which was a great introduction to estate planning, through the lens of the particular needs of our community. Patricia and Becca were thorough, clear, warm, funny and very sensitive to the most important issues we face around identity, family, beliefs, politics and more. They helped a packed room of attendees work through the Advanced Health Care Directive, and we left this event with these important forms filled out and notarized (for free!). My partner and I have since followed up with a one-on-one interview with Patricia about our own needs and we are excited to keep talking and hopefully work together as well. Experts with a heart! Highly recommended!
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We had a great experience setting up our trust with Patricia, Nadya and the entire De Fonte team! They were great communicators and very helpful at every step of the way. They made the whole experience easy.
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About De Fonte Law PC
Navigating the complexities of legal planning can often feel overwhelming, especially when it concerns the future well-being of your family and assets. For residents across California, particularly in the vibrant Bay Area, finding a legal partner who offers both expertise and empathy is paramount. Look no further than De Fonte Law PC, a distinguished law firm specializing in estate planning, committed to providing clarity and peace of mind.
De Fonte Law PC stands out for its client-centered approach, understanding that estate planning is not just about documents and finances, but about preserving family harmony, empowering heirs, and reflecting your deepest values. They are renowned for their ability to demystify the legal process, ensuring clients build a foundational understanding of estate planning and make informed decisions that truly serve their unique circumstances. Their dedication to responsiveness, organization, and a personable demeanor has earned them high praise from clients, even those facing tight deadlines or specific family needs.
In the heart of San Francisco, De Fonte Law PC is conveniently located at 4104 24th St # 212, San Francisco, CA 94114, USA. This central location in the Noe Valley neighborhood makes it easily accessible for residents throughout San Francisco and the wider Bay Area. The firm's office is situated within a well-established commercial district, offering various transportation options. Whether you prefer to drive, utilize public transit, or even enjoy a walk through one of San Francisco's charming neighborhoods, reaching De Fonte Law PC is straightforward. The 24th Street corridor is a well-known thoroughfare with excellent MUNI bus connections, and street parking may be available in the vicinity. Being in such a dynamic part of the city ensures that clients can easily integrate their legal consultations into their daily routines, making the process as convenient as possible.
De Fonte Law PC offers a comprehensive suite of services tailored to meet diverse estate planning needs. Their focus is on providing thorough and personalized solutions to protect your family and assets, ensuring your wishes are honored.
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Revocable Trusts: The core of most estate plans, a revocable trust, helps transfer wealth upon death, effectively avoiding probate, protecting privacy, and offering tax planning and asset protection for your heirs.
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Guardianship Nominations: For parents, these long-form documents allow for clear statements about who should care for children, who should not be involved, and input on critical matters such as religion, education, mental health support, and contact with loved ones.
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Durable Power of Attorney: This essential document authorizes trusted individuals to manage financial affairs and transfer property to your revocable trust should you become incapacitated.
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Advance Health Care Directives: These directives contain crucial provisions related to respecting gender identity, the importance of working with medical providers who are culturally sensitive, and ensuring one’s wishes regarding healthcare are upheld.
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Last Will and Testament: While often part of a broader estate plan, a will ensures your final wishes are known for assets not covered by a trust.
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Estate Planning for Parents: Specialized guidance for protecting children of all ages from potential inheritance pitfalls.
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Estate Planning for Unmarried Couples: Addressing the unique legal challenges unmarried partners face due to a lack of legal protections and benefits compared to married couples. This includes advising on cohabitation agreements.
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Estate Planning for Divorcing & Divorced Individuals: Leveraging a broad professional network to assist clients in re-evaluating their estate plans post-divorce, often requiring new insurance, financial advisors, or realtors.
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Estate Planning for Single People: Providing guidance for individuals without children who may find estate planning challenging or are unsure about asset distribution.
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Estate Planning for Green Card Holders: Navigating the complexities of U.S. insurance, retirement, tax, and financial advisory systems that can differ significantly from those in other countries.
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Estate Planning for LGBTQ+ Community: Dedicated to ensuring estate plans reflect gender identity, family structure, and cultural safety, going beyond traditional, often insufficient, estate planning documents. They address considerations like avoiding "re-closeting" during infirmity and selecting agents when estranged from biological family.
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Young Adults Package: A foundational package for young adults, including a Durable Power of Attorney, Advance Health Care Directive, HIPAA Waiver, and a Last Will and Testament.
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Client Education: Regular webinars and learning meetings to help clients understand estate planning concepts and implications of their decisions.
De Fonte Law PC distinguishes itself through several key features and highlights that underscore their commitment to client satisfaction and legal excellence.
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Estate Planning With Heart®: This philosophy guides their practice, emphasizing the personal and emotional aspects of estate planning beyond just financial considerations. It's about preserving relationships, empowering heirs, and reflecting individual values.
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Fixed Fee Pricing: Unlike many law firms, De Fonte Law PC offers transparent, flat-rate pricing for all estate planning services, providing clients with predictability and avoiding unexpected costs.
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Client-Centered Service: The firm believes estate planning is an intimate process. They foster deep care for their clients, providing services that extend beyond merely drafting documents.
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Network is Your Network: De Fonte Law PC prides itself on connecting clients with a broad professional network of financial advisors, insurance specialists, and other legal professionals to ensure holistic planning.
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Responsive and Organized: As evidenced by client testimonials, the team is highly responsive to inquiries and maintains excellent organization throughout the entire planning process.
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Expertise for Diverse Families: They offer specialized expertise for various family structures, including queer families, unmarried couples, and those with green cards, acknowledging their unique needs and challenges.
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Educational Initiatives: The firm provides complimentary consultations and various learning meetings, including "The Lawyer's Learning Meeting" and "The Client's Learning Meeting/Document Review," ensuring clients are well-informed. They also host monthly webinars, providing valuable insights into estate planning.
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Technology Integration: Utilizing software created by Wealth Counsel and providing secure electronic estate plan portfolios, De Fonte Law PC embraces technology for efficient and secure client service. They also offer Remote Online Notarization for convenience.
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Accreditations and Recognition: De Fonte Law PC and its attorneys are Lead Counsel Verified, an independent verification of legal practice areas and valid bar licenses. Additionally, their attorneys have been rated by Super Lawyers®, recognizing their high degree of peer recognition and professional achievement.
While specific, time-sensitive promotions may vary, De Fonte Law PC is known for its commitment to providing accessible and transparent services. They consistently offer complimentary consultations, which serve as an excellent entry point for potential clients to understand their needs and how the firm can assist them without initial financial commitment. This allows individuals and families to gain valuable insights and determine if De Fonte Law PC is the right fit for their estate planning journey. Additionally, their monthly webinars provide a fantastic opportunity to learn about estate planning principles and how to protect your assets, often serving as a promotional event to introduce their expertise to a wider audience. Their fixed-fee pricing structure can also be seen as a consistent "special offer" as it provides clear cost expectations upfront, a significant benefit for clients seeking financial transparency.
To connect with De Fonte Law PC and begin your estate planning journey, you can reach them through the following channels:
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Address: 4104 24th St # 212, San Francisco, CA 94114, USA
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Phone: (415) 226-6283
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Mobile Phone: +1 415-226-6283
De Fonte Law PC is exceptionally well-suited for locals in the California region, particularly those residing in San Francisco and the surrounding Bay Area. Their deep understanding of California's unique legal landscape, combined with their "Estate Planning With Heart®" philosophy, ensures that residents receive not only legally sound but also deeply personalized and empathetic service. For busy individuals and families, their fixed-fee pricing eliminates financial surprises, and their highly organized and responsive team makes the often-complex estate planning process smooth and efficient. Whether you're a parent looking to protect your children, an unmarried couple seeking to formalize your partnership's future, or part of the LGBTQ+ community requiring culturally competent legal guidance, De Fonte Law PC is equipped to handle your specific needs. Their commitment to client education, through webinars and personalized meetings, empowers locals to make informed decisions for their future. By choosing De Fonte Law PC, San Francisco residents can gain invaluable peace of mind, knowing their assets are protected, their loved ones are cared for, and their legacy is secured by a trusted and dedicated local firm.
De Fonte Law PC Location
4104 24th St # 212, San Francisco, CA 94114, USA
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