Greene & Allison

Planning for the future, protecting your assets, and ensuring your loved ones are cared for can feel like a complex puzzle, especially with California's ever-evolving legal landscape. For residents across the Golden State, particularly those in the San Francisco Bay Area, finding an empathetic, knowledgeable, and reliable estate planning attorney is crucial. Greene & Allison stands as a beacon of expertise and personalized service in this vital field. This highly regarded firm specializes in comprehensive estate planning, including wills, trusts, probate, and critical elder law matters.

Led by attorney Susie Allison, Greene & Allison has dedicated two decades to helping individuals and families secure their legacies and navigate sensitive legal processes with clarity and care. The firm is known for its client-centered approach, ensuring that every plan is customized to meet unique family dynamics, including blended families and those with special needs children. As noted by satisfied clients, the team, and Susie herself, are responsive, clear in their communication, and genuinely committed to providing peace of mind. Whether you're just starting to think about your estate plan or need assistance with trust administration and elder care planning, Greene & Allison offers the expert guidance and support to help you achieve a secure and happy future for your loved ones.

Greene & Allison's office is ideally situated in a prominent and easily accessible location within San Francisco's Financial District, making it convenient for clients throughout the Bay Area. The address is One Sansome Street, Sansome St Suite 3500, San Francisco, CA 94104, USA. This prestigious address places the firm in a hub of activity, well-connected to various parts of the city and surrounding regions.

The One Sansome Street building is well-known and boasts excellent public transportation links. Clients can effortlessly reach the office via BART and Muni, with several stations just a short walk away. This provides seamless connectivity for individuals commuting from different neighborhoods within San Francisco, as well as from other cities in the Bay Area. For those who prefer to drive, numerous parking garages are available in the vicinity, though public transport is often recommended given the urban setting. The strategic and accessible location of Greene & Allison underscores their commitment to making their expert estate planning services readily available to the community they serve.

Greene & Allison specializes in providing comprehensive estate planning and elder law services, designed to protect assets, ensure wishes are followed, and simplify complex legal processes for families in California. Their practice areas include:

• Wills and Trusts: Assisting clients in creating foundational estate planning documents, including:

  • Drafting Last Wills and Testaments to specify asset distribution and guardianship for minors.

  • Establishing various types of trusts, such as Living Trusts, to help manage assets during a lifetime, avoid probate, and provide for beneficiaries efficiently.

  • Guidance on choosing the appropriate tools (wills vs. trusts) for specific family needs and goals.

• Trust Administration and Probate: Providing crucial legal support when a loved one passes away, whether they had a will, trust, or no plan at all:

  • Guiding executors and trustees through the process of administering a trust, ensuring assets are managed and distributed according to the deceased's wishes.

  • Assisting with probate proceedings, a court-supervised process for validating wills and distributing assets, aiming to make it as smooth and efficient as possible.

• Elder Law and Medi-Cal Planning: Helping clients navigate the legal and financial aspects of aging, including:

  • Strategies to legally qualify for government medical benefits (like Medi-Cal in California) while preserving family assets from being depleted by long-term care expenses.

  • Advising on long-term healthcare planning to ensure wishes regarding care are documented and respected.

• Asset Protection: Developing strategies to safeguard wealth from potential lawsuits, creditors, and other financial risks, ensuring peace of mind and financial security for future generations.

• Special Needs Planning: Creating tailored plans to protect and provide for family members with special needs, ensuring they receive necessary care and benefits without jeopardizing government assistance eligibility.

• Legacy Wealth Planning: Assisting clients in not just asset distribution but also defining and preserving the non-financial legacy they wish to leave behind.

• Updating Documents: Offering regular estate reviews to ensure plans adapt to evolving family needs, financial situations, and changes in tax laws, allowing for amendments or restatements of existing estate plans.

Greene & Allison stands out in the San Francisco Bay Area for its distinctive features and highlights, as consistently praised by clients:

• Exceptional Client Satisfaction: As highlighted by client testimonials, Greene & Allison consistently receives high praise for their service. Clients express being "extremely satisfied" and "grateful" for finding Susie Allison and her team, underscoring their commitment to positive client experiences.

• Responsive and Clear Communication: A key highlight is the firm's dedication to communication. Clients commend Susie for being "always very responsive to questions and updated us often throughout the endeavor." This transparency and consistent updates provide immense peace of mind during often sensitive legal processes.

• Personalized and Empathetic Approach: The firm takes pride in making complex legal concepts understandable. One client specifically mentioned that Susie Allison "made it easy for me and my spouse to understand our options and set up a plan that protects us, our family, and our assets," especially valuable for blended families or those with unique circumstances like special needs children.

• Specialized Expertise in Estate & Elder Law: With two decades of superior estate planning guidance, the firm possesses deep knowledge in wills, trusts, probate, and crucial elder law areas like Medi-Cal planning and asset protection. This specialization ensures clients receive well-informed, tailored advice.

• Educational Resources: Greene & Allison goes beyond direct legal services by offering valuable educational resources, including complimentary worksheets, webinars, and special reports. These resources help individuals proactively learn about estate planning and make informed decisions, reflecting a commitment to client empowerment.

• Holistic Planning Philosophy: The firm emphasizes coordinating estate, legacy, and financial plans to ensure all aspects of a client's future are aligned. They work collaboratively with clients' existing financial advisors, creating a cohesive strategy for wealth preservation and transfer.

• Membership in the American Academy of Estate Planning Attorneys: While not explicitly stated for Greene & Allison directly, their website highlights the benefits of working with a member of the American Academy of Estate Planning Attorneys, including ongoing legal education (at least 36 hours annually in estate, tax, probate, and elder law) and superior client care. This affiliation, if applicable to Susie Allison, would further solidify her dedication to staying at the forefront of her field.

Greene & Allison emphasizes providing value and transparency to prospective clients right from the start. While they do not offer traditional "promotions" in the retail sense, they provide key benefits that function as valuable initial offers for anyone considering estate planning or elder law services.

Firstly, Greene & Allison offers a

complimentary worksheet

to help individuals begin the process of understanding what goes into a comprehensive estate plan. This resource is designed to get families "one step closer to getting yourself and your family on the path to a secure and happy future" by organizing their thoughts and information.

Secondly, they provide

free consultations

. This initial brief call or meeting allows potential clients to discuss their specific needs, understand how the firm can assist them, and ensure it's a "good fit" before committing to any services. This no-obligation consultation, combined with their educational resources, demonstrates their commitment to client empowerment and informed decision-making. These benefits are particularly valuable for locals navigating what can often be complex and emotionally sensitive legal matters.

For residents in California seeking expert guidance on estate planning, wills, trusts, elder law, or trust administration, Greene & Allison is ready to assist. You can reach their San Francisco office through the following contact details:

• Address: One Sansome Street, Sansome St Suite 3500, San Francisco, CA 94104, USA

• Phone: (415) 981-4100

The office hours are Monday through Friday, 9:00 AM to 5:00 PM, making it convenient for Bay Area locals to schedule appointments.

For residents across California, especially those in the San Francisco Bay Area, Greene & Allison is an eminently suitable choice for all estate planning and elder law needs. Their suitability stems from a powerful combination of specialized expertise, a client-first approach, and convenient accessibility. In a state like California, where real estate values are high and family structures are diverse, meticulous estate planning is not just a luxury, but a necessity. Greene & Allison's deep focus on wills, trusts, probate, and elder care planning ensures that locals receive highly informed and strategic advice tailored to the unique complexities of California law and their personal circumstances.

The consistent positive testimonials from clients are a strong indicator of their suitability. Phrases like "Susie was a pleasure to work with," "always very responsive," and "extremely satisfied with the service" resonate with the desire of locals for trustworthy, clear, and effective legal assistance. The initial uncertainty many feel when choosing an attorney is quickly dispelled by Greene & Allison's transparent communication and genuine care.

Furthermore, the firm's prime location at One Sansome Street in downtown San Francisco, with easy access via public transport, makes it a practical choice for residents throughout the Bay Area. Coupled with their educational resources and free initial consultations, Greene & Allison makes comprehensive estate planning and elder law accessible and understandable. For Californians looking to protect their legacy, provide for their families, and gain peace of mind for the future, Greene & Allison offers the expert guidance and compassionate partnership they need right in their local community.