Walnut Creek Trust Attorney
Protect Those You Love by Establishing a Trust Today
Most people want to have some assurance that their loved ones will be protected after they pass away. If you’ve been thinking about protecting your family’s future, consider your options in establishing a trust for them. At the Law Offices of Daniel L. DuRee, we can support your efforts to secure your loved ones’ interests by carefully building a trust into your overall estate plan.
If you are challenged with the administration of a loved one’s estate, our Walnut Creek trust lawyer can help you with necessary tasks and provide the legal oversight you need to protect your liability from creditors, the IRS, and other beneficiaries.
We help clients with all trust matters involving:
We believe that nothing less than ensuring each client is treated as an individual can lead to the best possible outcomes. That’s why each client of the Law Offices of Daniel L. DuRee can expect a personalized level of service that responds to their unique needs and goals. You can also expect us to explain your status and options at each step along the way so you can make the choices that are best for you.
Learn more about our services during a free initial consultation. Schedule yours today by calling our law firm at (855) 963-0987 or by filling out our online contact form.
Our Trust Creation, Amendment, and Administration Services
Clients come to us for solutions to legal matters involving trusts. Whether you need help building one, adjusting one, or administering one as an executor, the Law Offices of Daniel L. DuRee can provide all of the legal services you need to protect those you care about.
If you are trying to establish a revocable living trust, we can assist you. Most clients want to establish these legal entities to help their estate and loved ones avoid probate. When you assign a trustee to act as executor of your estate upon your death, your beneficiaries can bypass the probate process and receive their inheritances during estate administration.
Speaking of which, you may be a beneficiary of a trust and assigned as its trustee. If you aren’t sure how to proceed with the trust administration process, our trust attorney can help you protect your liability and perform all of the necessary functions your role requires.
It’s important to have legal guidance during this process because you will be dealing with the deceased’s creditors, the IRS, and other beneficiaries. Legal assistance means you can perform all of the necessary tasks to successfully administering the estate while minimizing your exposure to liability concerns for your actions as a fiduciary.
The Law Offices of Daniel L. DuRee can also provide legal advice to help clients change their existing trusts. Life is never certain – as it twists and turns, you may find it necessary to make changes to your trust to account for new circumstances in your life that are relevant to your estate plan. If you need trust amendment services, please reach out to us for assistance!
Why Our Clients Choose Us
When it comes to building a trust to secure your family’s future, the Law Offices of Daniel L. DuRee is selected because we are capable of accomplishing our clients’ goals. We understand that ensuring as much of your wealth transfers to the loved ones who need it most is among our clients’ foremost concerns. That’s why our trust attorney works with clients on an individual level to provide the personalized services that they need.
After all, a trust is as unique and personal as the person building it. By factoring in as much of “you” into these plans, we can build a strategy that has the best possible chance of successfully transferring your wealth as you intended. If you are tasked with the administration of an estate, we can also provide the oversight and services you need to move the process along as quickly as possible while protecting your liability.
Take advantage of a free initial consultation with us. During this risk-free meeting with our attorney, you’ll have an opportunity to learn more about what the Law Offices of Daniel L. DuRee can do for you. We can help you whether you’re trying to create or change plans for your estate or are challenged with the administration of a loved one’s.
For more information about us or to schedule your free initial consultation, call us at (855) 963-0987 or fill out our online contact form. We serve clients in Walnut Creek, Mountain View, San Francisco, and throughout the Bay Area.
“[Daniel] is always punctual and respects that my time is also valuable, which I love!”- Amy S.
“Personable, professional and very thorough.”- Norman P.
“Very easy to work with!”- G.W.