For Living Trust

Nearby Lawyers California Santa Clara County San Jose Central San Jose The Alameda

(8 reviews)

Contact Info

Location 1625 The Alameda STE 900, San Jose, CA 95126, USA
Phone +1 833-443-8878
Website http://www.forlivingtrust.com/

Reviews

Shawn and Ana were incredible to work with. They took on a complicated trust related project to help us nail down a much needed reverse mortgage. 14 other lawyers declined the work. Even lawyers I had worked with before. Shawn taking this on was a life saver. He was very professional, prepared and easy to work with. His sense of humor put us at ease. His rate was very reasonable. He will be my go to lawyer for all our trust legal work going forward. Thanks so much Shawn and Ana!
Absolutely amazing experience - my dad and I were incredibly relieved to find this team, who made the living trust process as efficient and easy as possible. Shawn, Mary, and Sam were all excellent communicators and answered all of our questions so thoroughly and using language that helped us understand legalese. This was especially appreciated because we were making a living trust for my dad following the death of my mother, so also managing grief at the same time. The whole team went above and beyond to convey compassion and ensure things were expedited. I reached out to several lawyers and this team stood out as a shining star and absolutely delivered on providing a straightforward, streamlined, and user-friendly process. I highly recommend For Living Trust!!!
Shawn Parr was recommended by a mutual friend and became the attorney for my first living trust in 2006. He did an outstanding job and was extremely helpful, as I was then a single parent. Changes in my life led to a new living trust this year, 2023. My husband and I received the same high level of support, advice, and references for other needed resources from both Mary Thurman and Shawn. They were very thorough and detailed. Shawn even went the extra mile on assisting us with a matter outside of the trust. They're an amazing pair, totally professional and trustworthy!
I knew for years that setting up a revocable living trust was a good idea, but I had put it off because I believed that it would be time-consuming and unpleasant. Neither turned out to be the case by going with Shawn Parr. For starters, I was able to communicate almost all of my estate plan through an easy-to-use web interface and follow-up phone conversation with Shawn. Mary was also very helpful in explaining the steps and providing easy-to-follow guidance throughout the process. I was quite happy with the end result. I definitely recommend For Living Trust for anyone's estate planning needs.
Years ago we started to work on our living trust, but it was so cumbersome that it fell by the wayside. Recently we used ForLivingTrust and were amazed and so pleased with the seamless and quick process. We completed everything online, reviewed the documents and even did the notary review remotely from our living room! It was a fantastic experience. Shawn and his team were extremely helpful, knowledgeable and always responsive. It’s easy to put this task on the back burner, but I’m glad we got things in order. It’s real peace of mind.

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About For Living Trust

Navigating the complexities of estate planning can often feel overwhelming, but securing your family's future and ensuring your wishes are honored doesn't have to be. For residents across California, particularly here in the vibrant San Jose area, understanding the benefits of a living trust is a crucial step in proactive financial and legal management. This article introduces you to "For Living Trust," a dedicated legal practice focused on providing clear, engaging, and informative guidance to help you learn more about protecting your assets and loved ones.

At For Living Trust, the emphasis is on making the often-intimidating legal process accessible and understandable for everyday Californians. They specialize in crafting living trusts, a vital tool that allows you to manage your assets during your lifetime and ensures a smooth, private transfer to your beneficiaries without the lengthy and often costly process of probate. For many, a living trust is not just a legal document; it's a foundation for peace of mind, knowing that your hard-earned assets are protected and your family's future is secure.

The team at For Living Trust understands that each individual and family has unique circumstances and goals. Their approach is rooted in providing personalized solutions, explaining complex legal concepts in plain language, and offering compassionate support, especially during sensitive times. They are committed to helping you gain clarity and confidence in your estate planning decisions, ensuring that your legacy is preserved according to your precise intentions.

In the dynamic and diverse landscape of California, proper estate planning is more than a recommendation—it's a necessity. From managing real estate holdings to protecting minor children or dependents, a well-structured living trust can offer significant advantages. For Living Trust aims to be your trusted resource, guiding you through every step of the process with professionalism and a genuine commitment to your well-being.

When considering your future, remember that taking action today can prevent significant challenges for your loved ones tomorrow. For Living Trust is here to provide the expertise and support needed to create a robust and effective living trust tailored to your specific needs, right here in the heart of San Jose, California.

Location and Accessibility

For Living Trust is conveniently located in the bustling city of San Jose, California, making it easily accessible for residents throughout the Silicon Valley and surrounding areas. Their office is situated at 1625 The Alameda STE 900, San Jose, CA 95126, USA. This central location means that clients can easily reach them whether they are commuting from within San Jose or from neighboring communities. The Alameda is a well-known thoroughfare, offering straightforward navigation and good connectivity to major roads.

The address places them within a professional building, offering a comfortable and confidential environment for legal consultations. For those relying on public transportation, the area is typically serviced by local transit options, and for those driving, there is usually accessible parking in the vicinity, though it's always wise to confirm parking availability when scheduling an appointment. Being in San Jose, a hub of innovation and community, ensures that For Living Trust is ideally positioned to serve a broad range of clients seeking expert estate planning assistance.

Services Offered

Living Trust Creation: Specializing in drafting comprehensive revocable living trusts to help individuals and couples manage their assets during their lifetime and facilitate a smooth, private transfer to beneficiaries upon their passing, avoiding probate.
Estate Planning: Developing personalized estate plans that encompass more than just a living trust, including strategies for asset protection and wealth transfer.
Probate Avoidance: Expert guidance and strategies to structure your estate plan in a way that minimizes or entirely avoids the time-consuming and often expensive probate process in California.
Legal Consultation: Providing clear, engaging, and informative consultations to explain complex legal matters in an understandable way, ensuring clients are fully informed about their options.
Assistance with Complex Cases: As noted in client testimonials, For Living Trust has a proven track record of successfully handling intricate trust-related projects that other firms may decline.
Compassionate Guidance: Offering empathetic and understanding support, particularly for clients navigating estate planning during emotionally challenging times, such as after the loss of a loved one.

Features / Highlights

Experienced and Professional Team: The firm boasts a team of highly competent, knowledgeable, and experienced legal professionals, including Shawn, Ana, Mary, and Sam, who are consistently praised by clients for their professionalism and expertise.
Clear Communication: Clients consistently highlight the team's ability to answer questions thoroughly and explain "legalese" in plain, understandable language, making the complex process of estate planning less daunting.
Efficiency and Expedited Services: The team is noted for making the living trust process as efficient and easy as possible, even going above and beyond to expedite matters when needed, which is particularly helpful during sensitive times.
Reasonable Rates: Client feedback indicates that their services are offered at very reasonable rates, providing excellent value for the comprehensive legal support received.
Compassionate Approach: The team is commended for conveying compassion and providing a user-friendly process, creating a supportive environment for clients dealing with significant life events.
High Client Satisfaction: Testimonials frequently express immense relief and satisfaction from clients who found the team to be a "shining star" and their "go-to lawyer" for future legal work.

Promotions or Special Offers

Based on the available public information, specific ongoing promotions or special offers for For Living Trust are not explicitly stated. However, their commitment to providing "very reasonable" rates, as highlighted by satisfied clients, suggests a dedication to accessible and affordable legal services in the San Jose area. It is always recommended to contact For Living Trust directly to inquire about any current promotions, initial consultation fees, or package deals that might be available for new clients seeking living trust and estate planning services. They prioritize a straightforward and transparent process, which often extends to their fee structures.

Contact Information

To connect with the dedicated team at For Living Trust and begin securing your legacy, you can reach them through the following contact details:

Address: 1625 The Alameda STE 900, San Jose, CA 95126, USA

Phone: (833) 443-8878

Mobile Phone: +1 833-443-8878

Reaching out via phone is often the quickest way to schedule a consultation and discuss your specific estate planning needs. The team is known for their responsive and helpful communication, ensuring that your inquiries are addressed promptly and professionally.

Conclusion: Why For Living Trust is Suitable for Locals

For residents across California, and particularly here in San Jose, For Living Trust stands out as an exceptionally suitable partner for all your living trust and estate planning needs. Their deep understanding of California-specific estate laws, combined with a personalized and compassionate approach, makes them a valuable local resource. One of the primary reasons they are ideal for locals is their specialization in living trusts, which are crucial for Californians looking to avoid the often lengthy and expensive probate process. This is a significant concern for many property owners and families in the state, and For Living Trust provides clear, effective solutions to navigate this.

Client testimonials consistently praise the team's ability to simplify complex legal concepts, making the entire process transparent and manageable. For locals, this means less stress and more clarity when making important decisions about their assets and family's future. The feedback highlights professionals like Shawn, Ana, Mary, and Sam, who are not only highly competent but also empathetic, a crucial factor when dealing with sensitive matters like estate planning, especially during times of grief or transition. Their willingness to take on "complicated trust related projects" that other lawyers declined speaks volumes about their expertise and dedication to finding solutions for their clients, no matter how challenging the situation.

Furthermore, their convenient San Jose location at 1625 The Alameda STE 900, San Jose, CA 95126, USA, ensures easy accessibility for appointments, fostering a strong local connection. The reasonable rates, as affirmed by clients, make professional and high-quality estate planning services attainable for a wider range of the community. In essence, For Living Trust offers a blend of top-tier legal expertise, genuine client care, and local accessibility that makes them an indispensable resource for any Californian seeking to secure their legacy and provide peace of mind for their loved ones. They are truly dedicated to serving the community and helping individuals and families achieve their estate planning goals with confidence and ease.