600 El Camino Real, 2nd Floor, P.O. BOX 279, San Bruno, California 94066

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Estate Planning & Administration

Estate Planning

At Ross, Hackett, Dowling, Valencia & Walti, we work with you to create an estate plan that allows you to provide for your family and ensure your wishes are followed. We evaluate each client’s unique circumstances and situation in designing an estate plan tailored specifically to you. Our experience allows us to preemptively prepare for the future in a manner that avoids potential disputes that otherwise may arise. Our advice takes into account tax consequences, difficulty in administration, and future administration costs to create a thoughtful plan designed to successfully and cost effectively pass on your assets to your beneficiaries.

Our services include the preparation of the following estate documents:

– Trusts
– Wills
– Property Transfer Documentation
– Power of Attorney
– Health Care Directive
– Amendments to any estate related documents

Additional estate planning services include:

– End-of-Life Arrangements
– Long-Term Care Provisions
– Estate Administration
– Family Business Planning
– Life Insurance Planning
– Revocation or Amendment of Current Estate Documents
Trust Administration
– Transfer of Assets to Trust
– Community Property Agreement
– Assignment of Assets

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