Free No-Obligation Consultation
510-527-6774
Free No-Obligation Consultation
510-527-6774
Since 1975, the Davidson's have been helping California families protect their loved ones through all stages of their lives. Estate planning attorneys Steven and Eric Davidson are also members of the WealthCounsel national network of estate planning attorneys, ensuring that their clients get the most up to date legal expertise possible.
Steven and his son Eric are the firm's attorneys, while Joelle (Steve's wife of over 45 years), is the voice of the firm and handles client services. This arrangement works extremely well, creating a cohesive office environment allowing us to give our clients unparalleled personalized representation and communication that is often missing in larger firms.
Our main office is in Oakland City Center, with branch offices in Berkeley, San Francisco, Walnut Creek, San Jose, and San Mateo.
Additionally, home or health care facility meetings can be arranged if necessary.
Estate planning, trusts, and probate are intricate areas of the law that can have unintended, costly, time consuming, and sometimes disastrous consequences if done incorrectly.
Need help figuring out your next step? We're here to help.
Why do you need an Estate Plan or a Trust? Peace of mind. It’s about everyone you love and everything you own.
A properly funded estate plan, including a Living Trust, protects you and your family during life and insures that your estate will pass on to whom you want, the way you want, when you want, and with as little cost and time delay as possible.
Although a properly funded trust will avoid probate, the trust must still be administered. The administration of a trust is in many ways the most important step. Trust administration occurs after the death of either one or both settlors (creators of the trust), and before any trust assets can be distributed to beneficiaries. Furthermore, to protect the successor trustees, there are many things that must be done to ensure proper administration.
When a person dies without a (properly funded) trust, his or her entire estate (all assets and liabilities they own at death), or select assets, must go through a court mandated process called probate, before any assets can be distributed to their heirs. Probate administration is overseen by a court to ensure that the final settling of the decedent\'s (deceased person) assets and liabilities is done completely and properly. This is true even if the decedent had a will!
Nobody likes to think about estate planning, especially when you're in your 20s and 30s. Life is busy and the odds are in your favor that you won't really need an estate plan for decades to come. We get it. But there's more to estate planning than a stern discussion of wills and trusts in a mahog...
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The novel coronavirus is raging across the world. As people shelter in place and isolate, many are wondering, “Do I need to review my estate plan?” Yes, now is the perfect time to review your estate plan and make any necessary changes. An experienced estate attorney in Oakland, CA can help you re...
Read OnThe novel coronavirus is raging across the world. As people shelter in place and isolate, many are wondering, “Do I need to review my estate plan?” Yes, now is the perfect time to review your estate plan and make any necessary changes. An experienced estate attorney in Oakland, CA can help you re...
Read OnAt Davidson Estate Law, we focus on estate planning and we are here to listen to you and help you navigate the legal system.
Davidson Estate Law is committed to answering your questions about estate planning, trust administration, and probate issues in California.
We offer a free consultation and we’ll gladly discuss your needs and planning objectives with you at your convenience. Contact us today to schedule an appointment.