Estate Planning
Protect your assets. Preserve your legacy. Provide for the people you love.
At Hall Law Group, our experienced estate planning attorneys work closely with individuals and families to create personalized legal plans that secure your future.
Whether you need a revocable living trust, a durable power of attorney, or a comprehensive estate strategy that accounts for taxes, beneficiaries, and changing life circumstances, we’re here to help.
Secure Your Legacy with a Personalized Plan.
What Is Estate Planning?
Estate planning is the legal process of arranging for the management and distribution of your assets in the event of death or incapacity. It goes beyond a simple will and may include setting up a living trust, naming guardians for minor children, protecting your estate from unnecessary taxes, and ensuring your wishes are honored.
Our Estate Planning Services
Our attorneys provide practical, customized guidance for:
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Revocable Living Trusts
Avoid probate and maintain control of your assets during your lifetime. A revocable living trust lets you name beneficiaries and manage your estate privately and efficiently.
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Pour-Over Wills
A safety net for any assets not included in your trust. A pour-over will ensures everything is transferred according to your wishes and trust instructions. Ensure all your assets are distributed according to your trust.
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Durable Powers of Attorney
Designate a trusted person to manage your financial affairs if you're ever unable to do so. This document protects you in case of illness or incapacity. Assign someone you trust to handle financial decisions if you become incapacitated.
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Advance Health Care Directives
Document your medical care preferences and appoint someone to make health care decisions on your behalf if you're unable to speak for yourself. Legally document your medical care preferences.
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Irrevocable Trusts
A summary of your trust used to streamline asset transfers without revealing sensitive personal details and ideal for banks, brokers, and title companies. Protect assets, plan for long-term care, or reduce estate taxes.
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Estate Tax Planning
Minimize estate taxes and preserve more of your wealth for future generations. We integrate strategic tax planning into your estate documents for maximum efficiency. Minimize federal and California estate tax liability.
Why Choose Hall Law Group?
Trusted legal guidance from seasoned estate planning lawyers
Integrated tax and trust planning
Clear, compassionate communication
Flexible appointments (in-person or virtual)
Star Your Estate Plan Today
Meet the Team
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Julie Glosson Ishii
Partner
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Michael Hall
Partner
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Will Wollesen
Partner
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Nathan Phair
Associate Attorney
Answering Your Biggest Questions
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If you want to avoid probate and keep things easy for your family, yes. A trust can prevent the need for court supervision, reduce costs, and make your plan more private and flexible.
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Estate planning is not just for the ultra-wealthy. If you own a home or have savings greater than $200,000, creating a trust protects what you’ve earned.
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Yes—for couples with standard needs. If your situation becomes more complex, we’ll explain why and discuss options before moving forward.
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You could, but in our experience, most DIY documents are incomplete and do not achieve the client’s objectives. Mistakes are often made in DIY documents and create more problems than they solve.
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We provide you with written steps and guide you through how to fund your trust. If you own real property, we will prepare and record the deeds to transfer title to your trust. Your estate plan is not just created—it’s completed.
Start Your Estate Plan Today
Looking for a knowledgeable, approachable estate planning attorney in Pleasanton? We’re here to answer your questions and guide you through the process.
Call us today or click below to request a consultation with a trust attorney who understands your goals and values.
Or call (925) 460-0711
We proudly serve families in Pleasanton, Walnut Creek, Danville, Livermore, Dublin, San Ramon, and surrounding areas.