Estate Planning

You may think you have plenty of time to plan for big questions like, “Who would take care of my kids if something were to happen to me?” or “What would I want my loved ones to do if I can no longer handle my own medical care?” Issues like these, however, can quickly go from far-off concerns to immediate problems.

Whether you have a young family with school-aged children or you are a retiree looking to plan for medical care “what-ifs,” a well-drafted estate plan can give you peace of mind and protection from life’s unexpected circumstances.

Grech Legal Can Help You Plan Ahead

At Grech Legal, we offer experienced and attentive representation in a wide range of estate planning issues. We help our clients:

  • Determine which estate planning documents will best suit their needs
  • Consider opportunities for asset and wealth preservation
  • Understand the tax implications of various estate planning decisions
  • Delineate beneficiaries, heirs, executors, personal representatives and estate administrators

We draft, review and amend various estate planning documents, including wills, trusts, powers of attorney, advance healthcare directives and more. Whether you need a simple will drafted, or you are concerned about the security of complex assets such as a family-owned business, we have the skill to walk you through the process and help you weigh the advantages and disadvantages of various estate planning instruments.

Estate Administration and the Probate Process

Estate law concerns do not stop at the planning stage. Even the most well-drafted estate plan leaves executors and trustees with significant responsibilities.

Our principal attorney, Matthew Grech, also provides representation to individuals who are going through the estate administration and probate process after a loved one has passed away. He can help you understand and execute your responsibilities to beneficiaries, heirs, creditors and other parties that have a stake in the testator/trustor’s estate.

To better understand your options and responsibilities in California estate planning and administration issues, arrange a free initial consultation with an experienced lawyer at our firm. We can be reached online or by telephone at 408-214-0385 (San Jose), 510-270-5602 (Oakland) or 650-549-7728 (Redwood City).