Contact Info

  • Location 220 Montgomery St #678, San Francisco, CA 94104, USA
  • Phone +1 415-394-6800
  • Website https://legacylaw.com/

Reviews

  • Ms.Jewel is an awesome person! She's real and has a heart like a lion and that's no jive people. Is it not hard to find a good doctor,dentist,plumber or ANY professional? If they were all of Ms.Jewels caliber then we wouldn't need google reviews. She's a savage warrior and an outstanding attorney AND has a great personality to boot! I hope she runs for president. Thanks Ms.Jewel!🙂👍
  • Susan Jewel is absolutely the best. She is compassionate, empathetic, caring, and extremely easy to speak with. Susan helped my parents set up their family trust and when my sister passed away, changes had to be made. Susan was very helpful and accommodating to my parents and made it very easy during this difficult time for my folks. As the brother and son, I had the challenge of getting my sister’s finances and everything in order. I had no idea what to do. Susan went above and beyond in her duties.She gave me a call and gave me advice as to how I should go about getting all of my sister’s finances in order. I am forever grateful for Susan’s help. It’s very rare these days to find someone that will go out of their way to help someone.
  • 10 stars for Susan Jewel! She is brilliant, charismatic, knowledgeable and compassionate. She completely put our minds at rest by going over our trust, wills and directives. We have a beautifully organized binder so the kids and surviving spouse will know what and where everything is. Plus an electronic copy cuz that’s how our kids roll, as they would put it. Very reasonable as well. I’m referring all of our friends to her. And by the way, she’s got a terrific sense of humor!. Susan, you’re the best and we’re so grateful
  • Our uncle passed away in San Francisco and as we are from the East Coast, we had no California attorney contacts. We came across Susan Jewel and we are so lucky we did as she was down to earth and helped us with our many questions regarding our Trust and Probate questions. She was very thoughtful and knowledgeable. Thank you!
  • Jewel Stone thoroughly guided us through the process of establishing a trust. She was caring and walked my wife and me through the process with ease. We would highly recommend her services.

Contact Us

About Jewel & Stoneman

Navigating legal matters can often be complex and emotionally challenging, especially when they involve personal finances, family legacies, or the sensitive process of estate planning. For residents across California, and particularly those within the vibrant San Francisco Bay Area, finding legal professionals who are not only highly skilled but also genuinely compassionate is incredibly important. This article introduces Jewel & Stoneman, a distinguished law firm serving the San Francisco community from their conveniently located office on Montgomery Street. With a commitment to providing clear, engaging, and informative legal guidance, Jewel & Stoneman stands as a trusted resource for those seeking thoughtful and effective solutions.

Jewel & Stoneman’s practice is built upon a strong foundation of legal expertise and an unwavering dedication to their clients' well-being. They understand that legal issues, particularly in areas like estate planning and family trusts, require a delicate balance of precise legal knowledge and a sensitive, empathetic approach. The firm’s philosophy centers on empowering clients with the comprehensive information they need to make informed decisions, ensuring they feel supported and understood throughout every step of their legal journey. Whether you are looking to establish a family trust, navigate the complexities of probate, or require guidance on elder law matters, Jewel & Stoneman offers a professional yet approachable environment where your concerns are heard and addressed with the utmost care and attention. This commitment to client-centric service makes them an invaluable asset to the San Francisco legal landscape.

Location and Accessibility

Jewel & Stoneman's office is strategically located at 220 Montgomery St #678, San Francisco, CA 94104, USA. This address places the firm in the heart of San Francisco’s bustling Financial District, making it an exceptionally accessible location for clients throughout the Bay Area. The building itself is a prominent fixture in the downtown area, easily identifiable, and provides a professional and comfortable setting for legal consultations. Its prestigious address reflects the firm's standing and commitment to serving clients in a premier urban environment.

For those utilizing public transportation, the office is remarkably well-connected. It is within short walking distance of several major MUNI and BART stations, including Montgomery Street Station, offering convenient access from various neighborhoods across San Francisco and the wider Bay Area. Numerous bus lines also service the immediate vicinity, ensuring that clients have multiple efficient options for reaching the office without the common urban challenges of heavy traffic or limited parking. For clients who prefer to drive, there are several commercial parking garages located conveniently nearby, though public transport is often a more streamlined option given the downtown location. The central placement of Jewel & Stoneman also means easy access to a range of other professional services and amenities, which can be beneficial for clients during their visits. This prime location underscores Jewel & Stoneman's dedication to being readily available and convenient for their clients when they need their expertise most.

Services Offered

Jewel & Stoneman specializes in legal areas that require a meticulous understanding of complex regulations combined with a deep sense of personal responsibility. Their practice is primarily focused on helping individuals and families secure their financial futures and navigate significant life transitions with peace of mind.

  • Estate Planning: This core service involves helping clients prepare for the distribution of their assets and the care of their loved ones after their passing. Services include drafting wills, establishing various types of trusts (such as revocable living trusts, irrevocable trusts, and special needs trusts), and advising on powers of attorney for financial and healthcare decisions.
  • Family Trusts: A key area of expertise, Jewel & Stoneman assists clients in setting up family trusts. These trusts are crucial tools for managing and distributing assets, avoiding probate, minimizing estate taxes, and ensuring that specific wishes for beneficiaries are met. They provide personalized guidance to tailor trusts to unique family situations and goals.
  • Probate and Trust Administration: The firm guides executors and trustees through the often-complicated processes of probate and trust administration. This includes assisting with asset inventory, valuation, debt management, tax filings, and the ultimate distribution of assets according to the decedent’s wishes or trust terms.
  • Elder Law: Jewel & Stoneman provides legal advice and representation on matters affecting the elderly, including long-term care planning, Medicaid planning, guardianship, conservatorship, and protection against elder abuse. They work to ensure the dignity and financial security of their older clients.
  • Special Needs Planning: For families with members who have special needs, the firm offers specialized planning services to create trusts that protect eligibility for government benefits while providing for the individual's future financial and care needs.
  • Asset Protection: They advise clients on strategies to protect assets from potential creditors, lawsuits, or unforeseen life events, helping to secure their wealth for future generations.

Features / Highlights

Jewel & Stoneman's practice stands out due to several distinguishing features that significantly benefit their clients and reinforce their reputation within the legal community.

  • Compassionate and Empathetic Approach: As highlighted by client testimonials, particularly regarding Ms. Jewel, the firm is lauded for its compassionate, empathetic, and caring approach. This is crucial when dealing with sensitive matters like estate planning or family trusts, especially during difficult times such as the loss of a loved one. Clients consistently praise their ability to make complex legal processes feel easy and supportive.
  • Exceptional Client Service: The firm goes "above and beyond" in their duties, as noted by clients. This dedication to extraordinary service includes proactive advice and support, making clients feel valued and well-cared for. The easy-to-speak-with nature of the attorneys fosters an environment of trust and open communication.
  • Strategic and Practical Advice: Jewel & Stoneman doesn't just process paperwork; they provide insightful and practical advice tailored to individual client needs. The ability to guide clients through challenging financial and legal landscapes with clarity and effectiveness is a core strength.
  • Strong Advocacy and Diligence: Described as having "a heart like a lion" and being a "savage warrior," Ms. Jewel exemplifies the firm's commitment to strong advocacy for their clients' interests. While compassionate, they are also tenacious in ensuring the best possible outcomes.
  • Expertise in Niche Areas: Their specialized focus on estate planning, family trusts, and probate means clients receive highly concentrated expertise. This specialization ensures that the attorneys are deeply familiar with the nuances and latest developments in these specific fields of law.
  • Positive Client Relationships: The firm consistently builds strong, lasting relationships with clients, as evidenced by heartfelt gratitude and repeat engagements, such as returning for trust modifications. This speaks volumes about the trust and confidence clients place in Jewel & Stoneman.

Promotions or Special Offers

While Jewel & Stoneman does not publicly advertise ongoing promotions or special offers, it is standard practice for reputable law firms of their caliber to offer initial consultations to prospective clients. These consultations provide an invaluable opportunity for individuals to discuss their specific legal needs, gain an understanding of the firm's approach, and determine if Jewel & Stoneman's expertise aligns with their requirements. During such a consultation, the firm would be able to discuss their fee structure transparently, whether it involves hourly rates, flat fees for specific services (like drafting a will or trust), or other arrangements, providing clarity regarding the potential costs involved in their legal services. It is always advisable to inquire directly about the availability of initial consultations and any associated fees when scheduling an appointment to ensure full transparency.

Contact Information

If you are located in California and seeking expert and compassionate legal counsel for estate planning, family trusts, or related matters, you can reach Jewel & Stoneman using the following contact details:

Address: 220 Montgomery St #678, San Francisco, CA 94104, USA

Phone: (415) 394-6800

Mobile Phone: +1 415-394-6800

Conclusion: Why this place is suitable for locals

For residents across California, particularly those in the dynamic San Francisco Bay Area, securing legal guidance that is both profoundly knowledgeable and deeply caring is an invaluable asset. Jewel & Stoneman, conveniently located at 220 Montgomery Street in the heart of San Francisco, offers precisely this combination. The firm is ideally suited for locals due to its specialized expertise in critical areas like estate planning and family trusts, coupled with an unequivocally compassionate approach that puts clients at ease during often challenging times.

Jewel & Stoneman possesses a nuanced understanding of California’s legal framework, especially concerning the intricacies of asset protection, wealth transfer, and family legacy planning. Their commitment to providing clear, empathetic, and effective solutions resonates deeply with Californians who seek peace of mind regarding their financial futures and the well-being of their loved ones. Client testimonials vividly illustrate the firm’s dedication to going "above and beyond," offering not just legal services but genuine support and practical advice that is rare to find. This level of personalized care, combined with their sharp legal acumen, makes them an exceptional choice.

Furthermore, the firm’s central location in San Francisco’s Financial District ensures unparalleled accessibility for anyone living or working in the city and its surrounding communities, with excellent connectivity via public transportation. This accessibility, combined with their sterling reputation for compassionate advocacy and effective outcomes, makes Jewel & Stoneman a top-tier choice for individuals and families in California. When you need legal advocates who are not only masters of their craft but also truly care about your journey, Jewel & Stoneman stands as a trusted and highly recommended resource right here in the Golden State.

Jewel & Stoneman Location

220 Montgomery St #678, San Francisco, CA 94104, USA

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