Four Seasons Estate Planning ico

Four Seasons Estate Planning

Lawyers Near MeCaliforniaSanta Clara CountySunnyvaleMorse ParkPersian Drive

102 Persian Dr #204, Sunnyvale, CA 94089, USA

5.0

Had a great experience setting a up a trust, power of attorney, and other estate documents with Nancy. She was generally very knowledgeable/experienced, great to work with, and had reasonable rates. I recommend her.

Stefan Lusvardi
  • Overview
  • (408) 334-0004
  • www.fourseasonsestateplanning.com

Hours

Monday 8:00 AM - 5:00 PM
Tuesday 8:00 AM - 5:00 PM
Wednesday 8:00 AM - 5:00 PM
Thursday 8:00 AM - 5:00 PM
Friday 8:00 AM - 5:00 PM
Saturday 8:00 AM - 8:00 AM
Sunday Closed

Four Seasons Estate Planning Introduce

Welcome to Lawyers Near Me, your premier platform for connecting with experienced legal professionals in your local community. If you reside in Sunnyvale, California, or the surrounding areas and are seeking expert assistance with estate planning, we are pleased to introduce you to Four Seasons Estate Planning, located at 102 Persian Dr #204, Sunnyvale, CA 94089, USA. Based on available online reviews, Four Seasons Estate Planning, led by Nancy, has garnered a positive reputation for providing knowledgeable, experienced, and reasonably priced estate planning services.

While specific details about the office environment are not extensively described online, it is typical for estate planning law offices to offer a comfortable and private setting for clients to discuss their personal and financial matters. The location at a professional address suggests a dedicated space designed to ensure confidentiality and ease of consultation. Clients can likely expect a professional atmosphere conducive to discussing sensitive topics related to their estate and future planning.

According to client feedback, the core services offered by Four Seasons Estate Planning, under the guidance of Nancy, prominently include the establishment of trusts, preparation of wills, and the creation of power of attorney documents. Estate planning encompasses a range of legal tools designed to manage and distribute your assets according to your wishes, provide for your loved ones, and ensure your healthcare decisions are respected should you become unable to make them yourself. The specific services highlighted in the reviews indicate a focus on comprehensive estate planning solutions tailored to individual needs.

A trust is a legal arrangement where a trustee holds and manages assets for the benefit of beneficiaries. Establishing a trust can offer numerous advantages, such as avoiding probate, minimizing estate taxes, and providing for specific needs of beneficiaries over time. Four Seasons Estate Planning appears to have experience in guiding clients through the process of setting up trusts that align with their unique circumstances and goals.

The preparation of a will is another fundamental aspect of estate planning. A will outlines how your assets will be distributed upon your passing and can also name guardians for minor children. Having a well-drafted will ensures that your wishes are legally documented and can help prevent potential disputes among your heirs. The positive feedback suggests that Nancy at Four Seasons Estate Planning is proficient in assisting clients with creating comprehensive and legally sound wills.

Power of attorney documents are crucial for appointing individuals you trust to make financial and/or healthcare decisions on your behalf if you become incapacitated. This proactive planning can provide peace of mind and ensure that your affairs are managed according to your wishes, even if you are unable to communicate them directly. The mention of setting up power of attorney documents indicates that Four Seasons Estate Planning provides this essential service as part of their estate planning offerings.

Several key features of Four Seasons Estate Planning emerge from the available client reviews. Firstly, Nancy is consistently described as "very knowledgeable" and "well informed" about all aspects of estate planning. This expertise is a significant benefit for clients seeking guidance through the complexities of estate law. Her experience likely allows her to provide insightful advice and tailor solutions that effectively address each client's specific needs.

Secondly, clients have found Nancy to be "great to work with." This suggests a positive and collaborative approach to client service, where clients feel comfortable and understood throughout the estate planning process. Effective communication and a supportive demeanor are crucial in this field, as clients often deal with sensitive and personal matters.

Thirdly, the rates at Four Seasons Estate Planning are described as "reasonable." This affordability makes quality estate planning services accessible to a wider range of individuals and families in the Sunnyvale area. Clients appreciate receiving knowledgeable and experienced legal assistance without incurring excessive costs.

The enthusiastic recommendation from one client who has been giving Nancy's business cards to friends and family speaks volumes about their satisfaction with the services provided by Four Seasons Estate Planning. Such word-of-mouth referrals are often a strong indicator of positive client experiences and trust in the attorney's capabilities.

While specific promotional offers are not mentioned in the reviews, the positive feedback regarding reasonable rates can be considered a form of value proposition. Potential clients can likely expect transparent and fair pricing for the comprehensive estate planning services they receive. It would be beneficial to contact Four Seasons Estate Planning directly to inquire about any current promotions or to discuss their fee structure in detail.

In summary, Four Seasons Estate Planning, located in Sunnyvale, CA, and led by Nancy, appears to be a highly recommended local resource for individuals seeking assistance with estate planning. Their services include setting up trusts, preparing wills, and creating power of attorney documents. Clients consistently praise Nancy's knowledge, experience, positive working style, and reasonable rates. If you are a local user in Sunnyvale looking to secure your future and protect your loved ones through comprehensive estate planning, Four Seasons Estate Planning is a strong contender based on the positive feedback received.

To learn more about how Four Seasons Estate Planning can assist you with your specific estate planning needs, you can contact them by phone at (408) 334-0004 or their mobile phone at +1 408-334-0004. Their office is located at 102 Persian Dr #204, Sunnyvale, CA 94089, USA. We encourage you to reach out to schedule a consultation and discuss your individual circumstances with Nancy to determine the best estate planning solutions for you and your family.

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Four Seasons Estate Planning Location

Four Seasons Estate Planning

102 Persian Dr #204, Sunnyvale, CA 94089, USA

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Reviews

Had a great experience setting a up a trust, power of attorney, and other estate documents with Nancy. She was generally very knowledgeable/experienced, great to work with, and had reasonable rates. I recommend her.

Jan 31, 2020 · Stefan Lusvardi

This is a great place to setup and or organize your will or trust ! Nancy is very knowledgeable and well informed about everything there is to know about estate planning ! I’ve been giving her business cards to all of my friends and family.

Feb 13, 2023 · Paul Sieber

Sep 23, 2021 · Elena Lieberman

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