Member Directory

Legal Services
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Estate Planning for a better life. Working with local families to preserve their legacy.
- Attorneys/Legal Services
- Trust & Estate Administration
Member Since 08/2021

Law office that has decades in practice, courtroom expertise, and a reputation for success with accessible and convient services. Expertise in business law, car accidents, insurance law, construction law, product liability defense, real estate law, and aviation accidents.
- Attorneys/Legal Services
Member Since 01/2002

For over 40 years, Contra Costa Senior Legal Services (“CCSLS”) has been dedicated to protecting the rights of older residents aged 60 and older in Contra Costa County. CCSLS provides free legal services that improve quality of life.

- Non-Profit Organizations & Clubs
- Senior Services
- Attorneys / Legal Services
Member Since 08/2024

The Law Office of Jaime A. Roder specialized in estate planning, administration, and probate. She provides her clients with comprehensive, appropriate, and cost-effective legal services.  Jaime is recognized for her integrity, attention to detail, discretion, and outstanding client service.
- Trust & Estate Administrator
Member Since 09/2023

Offering virtual and in persona appointments for Wills, Trusts, Powers of Attorney, Health Care Directives, Special Needs Trusts, Trust Administration, Probate, Conservatorships, Real Property Residential and Commercial, Contracts, Business Law. Our office provides rides to the office or  home visits to seniors, when needed.
- Attorneys/Legal Services
- Senior Services
- Trust & Estate Administration
Member Since 12/2004

Serving Lafayette and Lamorinda, Lawyers in Lafayette is the one stop shop for all your legal needs. Our attorneys and paralegals have extensive additional qualifications beyond their legal training. We have an attorney who is also a medical doctor, a paralegal/law school graduate who is a licensed chiropractor, an MBA, RIA, Real Estate Broker and a 30 year criminal defense certified specialist. We are community lawyers and if we can’t help with your case we will help you find the lawyer best suited for your needs.

- Attorneys/Legal Services 

 
Member Since 01/2021

Comprehensive Financial, Legal, and Personal Services for Individuals & Families with Trust, Estate, & Probate Needs.
- Attorneys/Legal Services
- Consultants
Member Since 03/2024

 

 

Miles Westbrook & Deal LLP has served the San Francisco Bay Area since 2009 as a boutique law firm focused on complex insurance, real estate, commercial litigation, estate planning and probate.

 - Attorneys/Legal Services

Member Since 12/2021

Contra Costa County's Longest-Serving Law Partnership

After over 60 years of practice, we've seen it all. Our attorneys offer experienced guidance to help you overcome your unique legal challenges.

 

The Northern California law firm of Pedder, Hesseltine, Walker & Toth, LLP, is built on a strong legacy of accomplishment and client service — which we uphold every day. We receive many referrals from other attorneys and the sons, daughters and friends of those we have helped in the past. More importantly, we maintain an impressive record of results for our clients.

Whether you need to challenge how an estate is being administered, overcome criminal charges or get through a divorce, you can trust our passionate attorneys. During every step of your case, we strive for excellent communication and positive results.

- Attorneys/Legal Services 

 
Member Since 11/1960

Roots and Wings Legal™ specializes in transformative estate planning, business succession, and asset protection for first-generation wealth creators and high net worth business owners. Founded on the principles of stewardship, purpose, and philanthropy, our firm goes beyond traditional legal services by helping families align their wealth with their values through our innovative Legacy Engineering™ methodology.

We empower visionary family leaders to:

  • Preserve family harmony through shared vision and strategic clarity.
  • Build legacies that extend purpose and impact across generations.
  • Integrate philanthropy as a meaningful part of their legacy.

At Roots and Wings Legal™, we treat family wealth as a family enterprise, offering holistic, values-driven solutions to turn financial success into lasting significance. Located in Walnut Creek, California, we proudly serve clients across the state, delivering clarity, connection, and peace of mind.

Member Since 08/2024

Trust and Estate Administration, Estate Planning, California Licensed Professional Fiduciary. Solofid offers private professional fiduciary services, which include trust administration, estate administration, conservatorships of the estate and person, and serving as an agent under power of attorney for financial and healthcare needs. We develop and execute financial strategies in tandem with your care and/or estate plan to ensure your wishes and assets are handled in accordance with the detailed intentions that define your legacy.
- Trust & Estate Administrator
Member Since 10/2011

At The Angell Law Firm, P.C., we represent individuals and business clients throughout Contra Costa County and Alameda County from our office in Lafayette. With more than 40 years of combined experience, our team has established a reputation for providing knowledgeable representation for our clients. We understand that the legal issues you face are crucial matters in your life. Our goal is to solve your legal issue in the most cost-effective manner possible.

Our attorneys provide representation with real estate law, business law, civil litigation and matters involving probate/estate litigation. Additionally, we work within a specialized area of law involving trust litigation in probate court concerning real estate as well as business ownership and operation. We assist trustees and beneficiaries with estates as a whole – as well as real estate within the trust – with management, improvements, questions regarding title and possible sale of the property. If a trust is the owner of a business that needs to be managed or sold, we can help.
- Attorneys/Legal Services
Member Since 01/2018

The Geller Firm is located in the San Francisco Bay Area. We are here to help with Family Law and Mediation. We serve San Francisco, San Jose, Oakland, Walnut Creek, Lafayette, Pleasanton, San Rafael, Palo Alto, and the surrounding cities. Contact us today to schedule an appointment. Practice Areas in Divorce, Child Custody, Domestic Violence, Mediation, Prenuptial Agreements.
- Attorneys/Legal Services
Member Since 11/2022

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