Palo Alto Estate Planning Attorney
At Evans & Davis, we provide estate planning and business law services with heart, strategy, and excellence. With flat fees, deep client relationships, and a commitment to compassion and care, we make planning your future personal, approachable, and effective.
Palo Alto Office Details
Address: 2100 Geng Rd Suit 210, Palo Alto, CA 94303
Phone: (415) 429-4484
Services We Offer
We work closely with clients to identify and achieve their goals, from transferring family wealth to preserving family businesses, all while minimizing administrative costs and taxes.
We guide clients through all stages of their business growth, from start-up and early-stage businesses into middle market and, finally, into succession planning and exit strategies.
We assist families with administering trusts after the death of a loved one. Every trust administration is unique and we adapt our representation to the level of assistance needed.
Client Testimonials
When we were ready to do our estate planning, our financial planner recommended Evans & Davis along with two other firms. We chose Evans & Davis & we’re glad we did. We had a positive experience with Mitch, Ryan & Lauren. They made scheduling easy, were always organized & kept things moving. We’re so happy to have completed this important step and would highly recommend Evans & Davis.
My husband and I worked with John Weaver to set up our estate plan. He was thorough, professional, knowledgeable and truly made at ease. There have been times where I’ve needed additional information or to let him know about subsequent kiddos and he has made the entire process simple. We are very happy with everyone at Evans and Davis and often recommend them.
Staff was spot on. Excellent product and software. Very knowledgeable people. Highly recommend them.
Frequently Asked Questions
When Should You Start Estate Planning?
Plan while you’re healthy — not during the crisis. People say this all the time: the worst time to plan is when you need it.
How Do You Avoid Probate?
The only sure surefire way to avoid probate is to have a trust in place – a simple will won’t be able to accomplish this.
Should You DIY Estate Plan Online?
Meet Our Palo Alto Estate Planning Team
Serving clients in Palo Alto, CA and surrounding areas, you’ll work closely with our dedicated team of experienced estate planning professionals. Some of those team members could include: