Carter Dougherty & McGuire

Lawyers Near MeCaliforniaSanta Clara CountySan JoseCoryForest Avenue

2397 Forest Ave, San Jose, CA 95128, USA

4.0

I've been working with Scott Carter on trusts for the past 25 years. He has always been very responsive, explains things well and gets things done in a timely manner. His office staff is courteous and professional. I referred several friends and family to Scott and they have been pleased with his service. I highly recommend him for trusts and wills.

Molly VictoriaB
  • Overview
  • (408) 241-2121
  • www.cdbatlaw.com

Carter Dougherty & McGuire Introduce

For residents of San Jose and the surrounding communities seeking knowledgeable and reliable legal assistance in estate planning, Carter Dougherty & McGuire offers a wealth of experience and a commitment to client service. Located at 2397 Forest Ave, San Jose, CA 95128, USA, this established law firm has been serving the local community, helping individuals and families navigate the crucial aspects of trusts, wills, probate, and estate administration. When searching for "Lawyers Near Me," Carter Dougherty & McGuire stands out as a reputable and long-standing presence in the San Jose legal landscape.

The environment at Carter Dougherty & McGuire is characterized by professionalism and a client-focused approach. The office on Forest Avenue provides a comfortable and accessible setting where clients can discuss their personal and often sensitive legal matters with confidence. The firm's longevity in the area suggests a deep understanding of the local community's needs and a commitment to providing consistent and high-quality legal services over the years.

The primary services offered by Carter Dougherty & McGuire revolve around estate planning. This encompasses the creation and management of trusts, the drafting of wills, and guidance through the often complex processes of probate and estate administration. Estate planning is a critical step for individuals of all ages and financial backgrounds, ensuring that their assets are protected and their wishes regarding their distribution are clearly documented and legally sound. Without proper estate planning, families can face significant legal hurdles and emotional distress during already difficult times.

One of the key features of Carter Dougherty & McGuire, as highlighted by a long-term client, is the responsiveness and clear communication provided by attorney Scott Carter. The review states, "I've been working with Scott Carter on trusts for the past 25 years. He has always been very responsive, explains things well and gets things done in a timely manner." This speaks volumes about Mr. Carter's dedication to his clients, his ability to simplify complex legal concepts, and his efficiency in handling their affairs. Such qualities are essential in the field of estate planning, where attention to detail and clear understanding are paramount.

Furthermore, the positive feedback extends to the firm's office staff, who are described as "courteous and professional." A supportive and efficient administrative team plays a crucial role in providing a positive client experience. It ensures smooth communication, organized processes, and overall ease when working with the firm.

The testament to the quality of service provided by Carter Dougherty & McGuire is further reinforced by client referrals. The reviewer mentions having "referred several friends and family to Scott and they have been pleased with his service." Word-of-mouth referrals are often the strongest indicator of client satisfaction and trust in a professional's capabilities. The fact that multiple individuals have had positive experiences and felt comfortable recommending Mr. Carter's services underscores the firm's reliability and expertise in estate planning.

The specific mention of expertise in "trusts and wills" in the client review indicates a focused proficiency in these core areas of estate planning. Trusts can be a valuable tool for managing assets, avoiding probate, and providing for beneficiaries in a flexible and controlled manner. Wills ensure that assets are distributed according to the deceased's wishes and can also address important matters such as guardianship for minor children. Having a lawyer with extensive experience in drafting and managing these documents is crucial for ensuring their validity and effectiveness.

For local users actively searching within the "Lawyers Near Me" category, Carter Dougherty & McGuire presents a compelling option for their estate planning needs. Their established presence at the Forest Avenue location, coupled with the positive testimonials highlighting responsiveness, clear communication, and expertise in trusts and wills, makes them a trustworthy choice. The firm's long history suggests a deep understanding of California's estate planning laws and a commitment to serving the San Jose community.

While the provided information primarily focuses on trusts and wills, estate planning often encompasses related areas such as probate and estate administration. Probate is the legal process of validating a will and distributing assets after someone's death. Estate administration involves managing the assets and liabilities of a deceased person's estate. Given their experience in trusts and wills, it is highly likely that Carter Dougherty & McGuire also provides competent legal assistance in these related areas, offering a comprehensive suite of estate planning services.

To explore how Carter Dougherty & McGuire can assist with your estate planning needs, local residents can contact their office at (408) 241-2121 or +1 408-241-2121. Reaching out for a consultation can provide an opportunity to discuss your specific circumstances, understand your options, and determine the best course of action to protect your assets and ensure your wishes are carried out. Taking proactive steps in estate planning can provide peace of mind for you and your loved ones.

In conclusion, Carter Dougherty & McGuire, located on Forest Avenue in San Jose, offers experienced and reliable legal services in estate planning. With a focus on trusts and wills, and a reputation for responsiveness, clear communication, and professional service, as evidenced by long-term client satisfaction and referrals, the firm is a strong contender for individuals seeking "Lawyers Near Me" for their estate planning needs in the San Jose area. Contact them today to benefit from their expertise and secure your family's future.

Carter Dougherty & McGuire Location

Carter Dougherty & McGuire

2397 Forest Ave, San Jose, CA 95128, USA

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Reviews

I've been working with Scott Carter on trusts for the past 25 years. He has always been very responsive, explains things well and gets things done in a timely manner. His office staff is courteous and professional. I referred several friends and family to Scott and they have been pleased with his service. I highly recommend him for trusts and wills.

Sep 22, 2020 · Molly VictoriaB

Dec 05, 2023 · anna crowel

Jun 03, 2021 · Tanya G

May 01, 2018 · Scott Burley

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