Contact Info

  • Location 1035 Minnesota Ave B, San Jose, CA 95125, USA
  • Phone +1 408-606-8588
  • Website https://www.wardesq.com/

Reviews

  • Jim went through all our concerns and brought out things we never thought we needed. We discussed many scenarios and found solutions. His team of professional office members always kept us informed and updated. We been wanting to set up our trust for a while now. If we’d known about Jim Ward and staff sooner we would have done this years ago. Very pleased.
  • James setup a trust for a family member a couple years ago. He also coordinated getting the relative on MediCal. His timing was impeccable and he protected our assets with a solid Trust. FAST FORWARD to today when I called him for advice concerning another matter. He went above and beyond to provide expert guidance and laid out a course of action that will save us 10-20k. JAMES IS A LAWYER YOU CAN TRUST!!
  • Jim is friendly, to the point, and very thorough. We got a trust in a matter of weeks. He and his wife, Michelle, know what they are doing and are very organized in doing it. It is comforting to know it is all done correctly, not like getting some DIY paperwork from the internet and trying to figure out if it does or does not cover all your bases. I just didn't want my kids, or my husband for that matter, to be left with an estate in chaos. Would you do your own appendectomy from the internet? Some things should be left to a professional.
  • Jim did our trust from start to finish he was very honest and professional. I had some questions several months after doing our trust and he was very attentive and made sure I had my questions answered.
  • Mr. Ward is a great trust attorney. He is very knowledgeable and honorable. We are grateful to have him as our trust attorney. His staff is so kind and helpful. I cannot recommend him enough.

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About The Law Offices of James A. Ward

Planning for the future, especially when it involves protecting your assets, ensuring the well-being of your loved ones, and navigating complex healthcare considerations, is a profound responsibility. For residents across San Jose and the broader California region, finding a legal professional who offers not only profound expertise but also genuine care and foresight is invaluable. This article introduces you to The Law Offices of James A. Ward, a highly reputable firm situated conveniently in San Jose, dedicated to providing comprehensive and proactive legal services in the critical areas of estate planning, trusts, and elder law.

Led by James A. Ward, often referred to affectionately as "Jim" by his satisfied clients, the firm has garnered exceptional praise for its ability to anticipate client needs, provide expert guidance, and deliver significant financial savings. His team's commitment to keeping clients informed and updated throughout the process ensures peace of mind. Whether you are looking to establish a robust trust, protect assets for future generations, or navigate the intricacies of Medi-Cal planning, understanding the services and the client-focused approach of The Law Offices of James A. Ward can offer immense reassurance. We'll delve into their accessible San Jose location, the specific legal services they offer, and what truly makes them a suitable and trusted resource for locals seeking reliable and forward-thinking legal counsel.

Location and Accessibility

The Law Offices of James A. Ward is conveniently located at 1035 Minnesota Ave B, San Jose, CA 95125, USA. This address places the firm in an easily accessible area of San Jose, making it a practical choice for clients residing throughout Santa Clara County and the surrounding California communities. Minnesota Avenue is a well-known street within a residential and commercial mix, ensuring that the office is straightforward to find whether you are traveling by car or utilizing local public transportation.

For those driving to the office, the vicinity around 1035 Minnesota Ave typically offers convenient parking options, which is an important consideration when attending legal consultations, particularly for matters that may involve multiple family members or require extended discussions. The firm's presence in San Jose means they are intimately familiar with local legal procedures, court systems, and community resources related to estate planning and elder law within the California framework. The office environment itself is designed to be professional yet welcoming, providing a comfortable and confidential setting for clients to discuss their sensitive personal and financial matters. This ease of access and strong local presence underscore The Law Offices of James A. Ward's commitment to serving the San Jose community directly and effectively.

Services Offered

The Law Offices of James A. Ward specializes in critical areas of law focused on securing clients' futures, protecting their assets, and ensuring their wishes are honored. Their expertise primarily lies in estate planning and elder law, providing comprehensive solutions for individuals and families in California. The key services offered by the firm include:

  • Estate Planning: This comprehensive service involves the preparation of legal documents that outline how your assets will be managed and distributed during your lifetime and after your passing. It includes:

    • Living Trusts: Establishing trusts to manage assets, avoid probate, and provide for beneficiaries according to specific wishes. Clients have praised Jim Ward for setting up "solid Trust" that protect assets.

    • Wills: Drafting legally binding documents to articulate final wishes for asset distribution and guardianship of minors.

    • Powers of Attorney: Designating individuals to make financial and legal decisions on your behalf if you become incapacitated.

    • Advance Health Care Directives: Outlining your medical treatment preferences and appointing a healthcare agent.

    • Scenario Planning: Discussing and finding solutions for "many scenarios" that clients may not have initially considered, ensuring a truly comprehensive plan.

  • Medi-Cal Planning and Coordination: A crucial service for seniors and their families, focusing on strategizing to help individuals qualify for Medi-Cal (California's Medicaid program) to cover long-term care costs without depleting assets. James Ward is noted for "coordinat getting the relative on MediCal" and protecting assets.

  • Asset Protection: Implementing legal strategies to safeguard assets from potential future risks, such as long-term care costs, creditors, or legal judgments. This is often integrated with trust planning.

  • Probate Avoidance Strategies: Utilizing trusts and other legal instruments to help families avoid the often lengthy and costly probate process.

  • Elder Law Guidance: Providing legal advice on a broader range of issues affecting older adults, including long-term care planning, guardianship alternatives, and financial planning for senior care.

  • Expert Guidance and Advice: Going "above and beyond to provide expert guidance" on various legal matters, even those beyond initial engagement, demonstrating a commitment to comprehensive client support. One review notes advice that could "save us 10-20k."

The firm's focus on these areas ensures clients receive specialized and effective legal solutions for their long-term security and peace of mind.

Features / Highlights

The Law Offices of James A. Ward, particularly through the expertise and client-focused approach of James A. Ward himself (Jim), stands out for several compelling features that provide significant advantages to his clients in San Jose and across California:

  • Proactive and Comprehensive Planning: Clients highly value Jim's ability to "go through all our concerns and brought out things we never thought we needed." This proactive approach ensures that estate plans and other legal strategies are truly comprehensive and anticipate future needs and challenges.

  • Significant Financial Savings and Asset Protection: A standout highlight is the direct impact on clients' finances. Jim not only protected assets with a "solid Trust" for a family member but also provided advice on "another matter" that would "save us 10-20k." This demonstrates a clear commitment to client's financial well-being and strategic asset protection.

  • Expert Guidance and Timeliness: Clients praise his "expert guidance" and "impeccable timing," especially concerning complex matters like Medi-Cal coordination. This ensures that legal actions are taken effectively and efficiently when they matter most.

  • Reliable and Responsive Team: The firm's "team of professional office members always kept us informed and updated." This consistent and clear communication reduces client anxiety and ensures a smooth process.

  • Trustworthiness and Reliability: The repeated phrase "JAMES IS A LAWYER YOU CAN TRUST!!" directly from a client testimonial, underscores the high level of confidence and faith clients place in his legal counsel and integrity.

  • Problem-Solving Approach: The firm actively "discussed many scenarios and found solutions," indicating a practical and results-oriented approach to complex legal challenges.

  • Client Satisfaction and Regret for Not Engaging Sooner: The sentiment "If we’d known about Jim Ward and staff sooner we would have done this years ago. Very pleased," speaks volumes about the positive impact the firm has on its clients' lives and their overall satisfaction.

These highlights collectively position The Law Offices of James A. Ward as an exceptionally reliable, effective, and client-centric choice for estate planning and elder law in California.

Promotions or Special Offers

Based on the publicly available information and client reviews, The Law Offices of James A. Ward does not explicitly advertise ongoing, formal promotions or special offers for their legal services. In the specialized field of estate planning, trusts, and elder law, legal fees are typically structured based on the complexity of the client's assets, the specific documents required (e.g., type of trust, number of wills), and the time involved in crafting a comprehensive plan or navigating a specific process like Medi-Cal coordination.

However, the firm's client testimonials strongly suggest a commitment to providing value and protecting clients' financial interests, as evidenced by advice that saved a client "10-20k." Most reputable law firms in this area offer an initial consultation. This meeting provides an invaluable opportunity for prospective clients to discuss their unique financial and family situation, understand their legal options, and learn about the firm's approach and fee arrangements without an initial financial commitment. It is always recommended to contact The Law Offices of James A. Ward directly to inquire about their consultation process and how they structure their services to meet client needs. This direct communication is the clearest way to get comprehensive information tailored to your circumstances.

Contact Information

For individuals and families in San Jose and the surrounding California areas seeking expert legal assistance in estate planning, trusts, elder law, and asset protection, The Law Offices of James A. Ward can be reached using the following contact details:

  • Address: 1035 Minnesota Ave B, San Jose, CA 95125, USA

  • Phone: (408) 606-8588

It is highly recommended to call the office during business hours to schedule an appointment or to speak with a legal representative. This will ensure that your inquiry is directed to the appropriate team member and that you receive the most dedicated attention for your specific legal concerns related to securing your future and protecting your legacy.

Conclusion: Why this place is suitable for locals

For residents of San Jose and across California, The Law Offices of James A. Ward stands out as an exceptionally suitable and highly recommended legal partner for all matters concerning estate planning, trusts, and elder law. Its convenient location on Minnesota Avenue ensures easy access, making it straightforward for local clients to attend consultations and manage their critical legal processes.

The firm's most significant strengths, as powerfully illustrated by numerous client testimonials, lie in James A. Ward's proactive approach, deep expertise, and unwavering commitment to client well-being and financial protection. Clients consistently praise his ability to anticipate needs, provide clear and actionable guidance, and, crucially, deliver significant financial savings and asset protection. The sentiment that clients would have engaged him "years ago" if they had known about him sooner speaks volumes about the positive and lasting impact of his services. For Californians seeking to establish solid trusts, navigate Medi-Cal planning, and ensure their assets are protected for future generations, choosing The Law Offices of James A. Ward means partnering with a legal team that is not only highly skilled and experienced but also genuinely dedicated to providing reliable, forward-thinking, and trustworthy legal counsel to the local community.

The Law Offices of James A. Ward Location

1035 Minnesota Ave B, San Jose, CA 95125, USA

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