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Laurels

Best Estate
Planners in
San Jose
2021

We scored 248 Estate Planners in San Jose, CA and Picked the Top 18

Here are the Picks:

Beau J. Jacob Attorney At Law

Del Ponte & Hirz

Gilfix & La Poll Associations LLP

Henshaw & Henry, PC

John D. Teter Law Offices

Kramer Radin, LLP

Law Office of Janet L. Brewer

Law Offices of Christopher W. Dull

Law Offices of Douglas P. Barnes

Law Offices of Ernest J. Kim

Law Offices of Linda J. MacKay

Law Offices of Robert P. Bergman

Patrick R. Bartelmie, Attorney at Law

Singh Law Firm

Sowards Law Firm

Sweeney, Mason, Wilson & Bosomworth

Temmerman, Cilley & Kohlmann, LLP

Zolla Law Firm

Why These Estate Planners?

Our goal is to connect people with the best local experts. We scored San Jose Estate Planners on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 248 156 18

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Beau J. Jacob Attorney At Law

Beau J. Jacob, Attorney at Law is a San Jose law firm that provides legal representation including DUI defense, business transactions, and estate planning. The firm's founder, Beau Jacob, has over 30 years of legal experience and helps clients create an estate plan in accordance with the law while ensuring effectiveness in court. Common elements in his estate package include a last will and testament, a trust for property transfers, and powers of attorney.

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17760 Monterey Road
Morgan Hill, CA 95037

Website

(408) 914-2538 Website

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Del Ponte & Hirz

Founded in 1978, Del Ponte & Hirz serves the entire Bay Area and focuses on offering professional representation and consultation with compassion, competence, experience, and aggressive legal counsel. The company provides legal services for matters that include estate planning and probate, enforcement and collections, and family law. They are rated by Lawyers.com, are AV Preeminent Martindale-Hubbell Lawyer Rated, and are AVVO rated as a Top Attorney in Divorce.

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San Jose, CA 95113

Website

(408) 294-4525 Website

Reputation: A+

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.6 / 5 (Best)

Total Reviews:

48 (Best)

Score Consistency:

Consistent (Best)

Gilfix & La Poll Associations LLP

A family business, Gilfix & La Poll Associations LLP focuses on maintaining innovative and creative legal solutions to help clients manage and plan the future for their family and loved ones. The firm recognizes that each client’s needs will be unique and they are dedicated to creating tailor-made plans with respect and individual attention. The company offers legal services for matters that include Medi-Cal (Medicaid) planning, long-term care planning, asset preservation, family protection trusts, special needs trusts, revocable living trusts, advance health care directives, durable powers of attorney, estate and gift tax planning, and more. Michael Gilfix is a founding member of the Trump Policy Analysis Group. The firm is rated by SuperLawyers, a member of the Council of Advanced Practitioners, and a member of the National Academy of Elder Law Attorneys, Inc.

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Palo Alto, CA 94303

Website

(408) 971-7292 Website

Reputation: A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 (Better)

Total Reviews:

45 (Best)

Score Consistency:

Consistent (Best)

Professionalism: A

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: B+

Detail: B+

Gilfix & La Poll Associations LLP Attorneys:

Attorney Names: Bar Association Status: Years Of Experience:
Michael Gilfix - Attorney/Principal Active 47
Individual Attorney Information

Henshaw & Henry, PC

Serving the regions of the Bay Area and Orange County since 2015, Henshaw & Henry, PC holds locations in San Jose and Mission Viejo. They focus on giving each client high-quality, versatile, well-rounded, and knowledgeable services to resolve each unique issue and problem. The company provides legal services for matters that include employment litigation, trust administration, estate planning, probate, civil litigation, and more.

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1871 The Alameda Ste 333
San Jose, CA 95126

Website

(408) 533-1075 Website

Reputation: A+

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

39 (Best)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Henshaw & Henry, PC Attorneys:

Attorney Names: Bar Association Status: Years Of Experience:
David Henshaw - Founding Partner Active 10
Individual Attorney Information

John D. Teter Law Offices

A real estate, business, and tax law attorney based in San Jose, John D. Teter Law Offices holds over 30 years of experience serving professionals, business owners, and individuals in the surrounding areas. They focus on serving clients with assertive, skillful, cost-effective, and efficient representation. The company offers legal services for matters that include wills and trusts, real estate transactions, contracts and agreements, business formation, taxation law, and more. They are AV Preeminent Martindale-Hubbell® Lawyer Rated, are a member of the American Bar Association, are a member of the Santa Clara County Bar Association, are a member of The State Bar of California, and are accredited by the Better Business Bureau.

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San Jose, CA 95128

Website

(408) 866-1810 Website

Kramer Radin, LLP

A full-service law firm founded in 1992, Kramer Radin, LLP is based in Los Altos and serves the San Mateo and Santa Clara Counties. They focus on protecting their client’s assets and providing for their loved ones with well-thought out estate continuity and protection. The company offers legal services for matters that include trust administration, conservatorships, guardianships, Medi-Cal planning, real estate, and more. They are AV Preeminent Martindale-Hubbell Lawyer Rated, a member of the California Board of Legal Specialization, and are rated by SuperLawyers.

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Los Altos, CA 94022

Website

(408) 377-7845 Website

Law Office of Janet L. Brewer

Based in Palo Alto and established in 1991, the Law Office of Janet L. Brewer specializes in bringing each client comprehensive planning for each unique situation. Serving families in the Bay Area, they focus on helping families and clients gain lasting peace of mind in times of loss. The company offers legal services for matters that include estate tax planning, asset protection, business succession, special needs planning, charitable planning, probate and estate administration, estate planning for non-resident, and more. They are a member of the Board of Trustees of the California State Bar, are rated by SuperLawyers, are a Founding Member of the WealthCounsel, and are rated by AVVO.

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Palo Alto, CA 94306

Website

(650) 469-8206 Website

Reputation: A+

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

3 (Best)

Average Review Score:

4.7 / 5 (Best)

Total Reviews:

20 (Better)

Score Consistency:

Consistent (Best)

Law Office of Janet L. Brewer Attorneys:

Attorney Names: Bar Association Status: Years Of Experience:
Janet Brewer - Owner Active 43
Individual Attorney Information

Law Offices of Christopher W. Dull

The Law Offices of Christopher W. Dull focuses on offering affordable and efficient representation to obtain favorable results for each case while maintaining advocacy and communication. Based in Campbell, the firm also practices business and family law alongside estate planning. The company provides legal services for matters that include trust and probate litigation, trust administration, probate, guardianships, business succession planning, Medi-Cal planning, power of attorney, wills, and more. They are rated by AVVO.

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Campbell, CA 95008

Website

(408) 879-2625 Website

Reputation: A+

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

3 (Best)

Average Review Score:

4.7 / 5 (Best)

Total Reviews:

54 (Best)

Score Consistency:

Consistent (Best)

Law Offices of Douglas P. Barnes

A boutique law firm founded in 1981, the Law Offices of Douglas P. Barnes holds locations in San Luis Obispo and Los Gatos while serving clients throughout the state of California. They focus on a client-centered approach to each case while working toward minimizing costs. The company provides legal services for matters that include basic estate planning, trust administration, probate administration, business planning, advanced estate planning, and more. They are AV Preeminent Martindale-Hubbell Lawyer Rated.

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Los Gatos, CA 95030

Website

(408) 395-4800 Website

Law Offices of Douglas P. Barnes Attorneys:

Attorney Names: Bar Association Status: Years Of Experience:
Douglas Barnes - Partner Active 40
Individual Attorney Information

Law Offices of Ernest J. Kim

Serving families with over 20 years of experience, the Law Offices of Ernest J. Kim focuses on helping families and clients planning and guidance to assist them through difficult times in life. Founded in 1995, they also work with heirs, beneficiaries, executors, and trustees to help them through the end process. The company offers legal services for matters that include probate, estate planning and living trust, marital and prenuptial agreements, breach of trustee duty, power of attorney, asset protection, and more. Husband and wife Attorney team Ernest Kim and Catherine Kim are certified as Specialists in Estate Planning, Trust, and Probate Law by the State Bar of California. They are also are rated by SuperLawyers and by AVVO as Top Attorney in Estate Planning.

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San Jose, CA 95113

Website

(415) 901-5800 Website

Law Offices of Ernest J. Kim Attorneys:

Attorney Names: Bar Association Status: Years Of Experience:
Ernest Kim - Principal Active 25
Individual Attorney Information

Law Offices of Linda J. MacKay

Customizing estate planning services, Law Offices of Linda J. MacKay focuses on delivering unique plans that reflect every situation while treating each client with mutual respect and trust. The firm is owned and operated by Linda J. MacKay, who holds experience in estate planning since 1997. The company provides legal services for matters that include estate planning, tax preparation, trust administration, wills and trusts, and more.

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San Jose, CA 95128

Website

(408) 379-9600 Website

Reputation: A+

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.5 / 5 (Best)

Total Reviews:

45 (Best)

Score Consistency:

Consistent (Best)

Law Offices of Robert P. Bergman

A San Jose-based firm, Law Offices of Robert P. Bergman serves the Greater San Francisco Bay Area and Santa Clara County since 1980. The company provides legal services for matters that include trust administration, special needs planning, children’s legacy for minors, living trust plan, advance health care directives, powers of attorney, retirement trust plan, and more. Bob is a Board-Certified Specialist in Estate Planning, Trust, and Probate Law.

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3535 Ross Ave Ste 308
San Jose, CA 95124

Website

(408) 247-0444 Website

Reputation: A+

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 (Best)

Total Reviews:

23 (Better)

Score Consistency:

Consistent (Best)

Law Offices of Robert P. Bergman Attorneys:

Attorney Names: Bar Association Status: Years Of Experience:
Robert Bergman - Principal Active 40
Individual Attorney Information

Patrick R. Bartelmie, Attorney at Law

Owned and operated by Patrick Ryan Bartelmie, a Silicon Valley native, Patrick R. Bartelmie, Attorney at Law serves the surrounding area since being founded in 2010. The company offers legal services for matters that include estate planning, business law, probate, and trust administrator.

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Los Gatos, CA 95032

Website

(408) 320-4264 Website

Singh Law Firm

Based in Fremont and founded in 2010, Singh Law Firm focuses on saving and protecting each client’s assets and bringing a comprehensive plan to each situation. The company offers legal services for matters that include revocable living trusts, wills, living trusts, advanced health care directives, charitable trusts, and more. They are rated by SuperLawyers, are listed as a Who’s Who of Distinguished Alumni, and are rated by AVVO.

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43480 Mission Blvd Unit 270
Fremont, CA 94539

Website

(510) 742-9500 Website

Reputation: A+

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 (Best)

Total Reviews:

191 (Best)

Score Consistency:

Consistent (Best)

Sowards Law Firm

Serving families and businesses for over 25 years, Sowards Law Firm is a San Jose-based estate planning attorney that focuses on protecting the future of each client’s loved ones after death or disability. Founded in 2000, the company provides legal services for matters that include wills and trusts, estate planning, pet trusts, litigation, employment law, guardianships, special needs planning, asset protection, and more. They are rated by SuperLawyers, a member of the American Bar Association, are rated by AVVO, are associated with AARP, and are a member of the National Academy of Elder Law Attorneys, Inc.

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2542 S Bascom Ave Ste 200
Campbell, CA 95008

Website

(408) 371-6000 Website

Reputation: A+

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

3 (Best)

Average Review Score:

4.2 / 5 (Better)

Total Reviews:

22 (Better)

Score Consistency:

Consistent (Best)

Sowards Law Firm Attorneys:

Attorney Names: Bar Association Status: Years Of Experience:
Benjamin Sowards - Principal Active 16
Individual Attorney Information

Sweeney, Mason, Wilson & Bosomworth

Representing individuals and businesses since 1990 in the Bay Area, Sweeney, Mason, Wilson & Bosomworth is a full-service law firm. They focus on offering superior client service, reasonable prices, and a collaborative team to ensure each case’s needs are fulfilled in a way that also fosters a long-lasting relationship. The company provides legal services for matters that include real estate law, intellectual property, labor and employment law, estate planning, trust and probate, corporate and business law, construction law, and civil litigation. They are a member of the California State Bar, American Bar Association, Santa Clara County Bar Association, and more.

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Los Gatos, CA 95032

Website

(408) 356-3000 Website

Reputation: A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 (Better)

Total Reviews:

19 (Better)

Score Consistency:

Consistent (Best)

Sweeney, Mason, Wilson & Bosomworth Attorneys:

Attorney Names: Bar Association Status: Years Of Experience:
Joseph Sweeney - Partner Active 43
Individual Attorney Information

Temmerman, Cilley & Kohlmann, LLP

Established in 1998, Temmerman, Cilley & Kohlmann, LLP holds over 60 years of combined experience serving the San Jose and surrounding areas. They focus on helping clients plan ahead to mitigate the uncertainty for their family and loved ones with comprehensive estate plans. The firm offers legal counseling in Spanish, Cantonese, and Mandarin. The company provides legal services for matters that include estate planning, property tax planning and issues, estate tax returns, probate and trust administration, revocable living trust, will and trust contests, and more. They hold the 2013 Best Lawyers Award by U.S. News, are a member of the California Board of Legal Specialization, are AV Preeminent Martindale-Hubbell Lawyer Rated, and are rated by SuperLawyers.

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San Jose, CA 95128

Website

(408) 290-7210 Website

Temmerman, Cilley & Kohlmann, LLP Attorneys:

Attorney Names: Bar Association Status: Years Of Experience:
Robert Temmerman - Founding Partner Active 40
Individual Attorney Information

Zolla Law Firm

Serving the San Jose, Los Gatos, and Silicon Valley areas, Zolla Law Firm is owned and operated by Carol Elias Zolla since 1997. Based in Los Gatos, the company offers legal services for matters that include small estate administration, gift tax returns, special needs trusts, advance health care directives, wills, living trusts, and more. Carol has served on the Estate Planning, Trust, and Probate Law Advisory Commission to the Board of Legal Specialization of the State Bar of California, is a member of the Executive Committee of the Trusts and Estates Section of the State Bar of California, and is AV® Preeminent Martindale-Hubbell® Lawyer Rated.

Click to Call

16450 Los Gatos Blvd
Los Gatos, CA 95032

Website

(408) 358-6900 Website

Reputation: A+

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

3 (Best)

Average Review Score:

5 / 5 (Best)

Total Reviews:

11 (Better)

Score Consistency:

Consistent (Best)

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