Our Approach to Estate Planning

The best time to establish a plan to protect your family, business and assets is right now. With the Rivkin Firm, we have streamlined the approach to ensure it will not feel overwhelming. Working with us will allow you to develop a comprehensive plan for your future.

Estate planning for most people will be precipitated by a need for a few things: (1) they own real estate in California, (2) they have children they’d like to provide for; (3) they’d like to ensure they have some control over how their assets are handled when they pass. Preparing a revocable trust – sometimes called a living trust – will solve and provide the biggest impact on all three of these major concerns.

If your house is your largest and single asset or you are an investor with multiple properties, or somewhere in between the Rivkin Firm understands how important it is to preserve your legacy and ensure your loved ones will be cared for. Our team of estate planning lawyers can help you protect your financial and legal interests in the present and the future. We design our process to be as simple and easy as possible.

Estate Planning Services

There are times in life when estate planning services may be necessary for preparation or review – marriage, the birth of a child, purchasing property, starting or joining a business – prepare and protect yourself and family by preparing or updating your estate plan.

We can help you plan your estate and offer the following related services:

Personalized estate planning

Creation of wills and trusts

Amendments and review of wills and trusts

Powers of attorney

Financial power of attorney

Durable power of attorney

Living trust

Revocable living trust

Multi-generational planning

Business succession planning

Trust administration

Advanced health-care directives

Guardianship instructions

Probate

Settling estates after the death of a loved one can be stressful and time-consuming. When someone dies with a will, the probate process certifies the validity of a will. In instances where someone dies without a will and their assets exceed the set threshold, their property is distributed according to state statutes. In both of these scenarios, probate is used to settle the affairs of the state before the property is distributed to the beneficiaries. Working with an experienced attorney can help you manage and accelerate the timeline of the probate process. Rivkin Firm regularly manages probate proceedings for our clients in an efficient, structured manner.

Rivkin Firm’s Intake Process

To get started on the estate planning process with our attorneys, please fill out this intake form and schedule a planning appointment to go over your concerns with Elena Rivkin. Our simple estate planning process will take care of you.

Why Work With an
Estate Planning Attorney

Protect Your Legacy

Save Resources

Provide for Your Family

Estate Planning with Rivkin Firm

STEP 1Initial appointment with an attorney over video, phone or in-person.

STEP 2After conducting research and determining the best plan for your goals, we provide you a draft and go over your questions.

STEP 3We have a signing appointment to formalize your documents in-person.

What Real People Say

“You are doing a great job, thank you!”

-Estate planning client after initial planning appointment

—Ilona R., Los Altos

Related Resources

Estate Planning Checklist

We’ll walk you through how to create and formalize your estate plan with our step-by-step estate planning checklist.

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What Happens to Your Assets When You’re Gone?

Find out about common scenarios for assets and property, when they go directly to a beneficiary, and when living trusts are advised.

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Free Forms for Your Estate Planning needs

We encourage you to talk to a lawyer about your estate planning needs. However, for certain small estates and for individuals who are not worried about the costs and expense of probate, we are providing several common California forms.

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Your Trusted Counsel for Estate Planning

Experienced legal counsel for estate planning as well as real estate and commercial litigation covering the San Francisco Bay area.

Schedule a Free Consultation