• It’s Never Too Early to Have a Plan

    A properly drafted estate plan can bring peace of mind for you and your family.

    Start Your Plan
  • Navigating the Probate Process

    Let me help guide you through the often complicated legalities of the probate process.

    Get Help
  • Know Who’s
    On Your Side

    I have a passion for what I do and understand how this area of law can affect your future.

    Learn More About Me
  • Start with a Free Consultation

    Let me help you plan for your future. Contact my office for your free consultation.

    Get Started

San Jose Estate Planning Attorney

Representation in Estate Planning & Probate

The city of San Jose is located in Santa Clara County, which is a suburb of San Jose and a part of Silicon Valley in the San Francisco Bay Area. As of the 2010 census, nearly 40,000 residents called Campbell their home.

With 27.6% of the population of San Jose being residents between the ages of 45 and 64 as of 2010, it's safe to assume that a number of baby boomers are starting to think about planning for their future, taking care of their loved ones and planning for their own long-term care. However, estate planning is not just for people in their 40s and 50s, and beyond, it's important for anyone who owns a home, has a family, or has accumulated any measurable assets.

Searching for an attorney for estate planning in San Jose? My name is Timothy D. Henry, as a Campbell estate planning lawyer with a family of my own, I understand how important it is to ensure that our loved ones are properly cared for. You may not be aware of it but you do have an estate, which is comprised of everything that you own.

An estate consists of your home, real estate, automobiles; cash in savings or checking accounts, life insurance, investments, retirement accounts, jewelry, fine art, furniture, and collectibles. An estate plan allows you to determine how your property is distributed and to whom, all the while ensuring that your estate's value is maximized and taxes are reduced as much as possible.

Components of an Estate Plan

A lot of people mistakenly believe that all they need for an estate plan is a will, but a will is only the beginning. An estate plan often consists of a number of documents such as a will, a revocable living trust, advance directives, a power of attorney, life insurance and other necessary documents. If you own real estate or have a family, then estate planning is most certainly applicable to you, no matter how large or how small your asset base is.

Probate & Trust Administration

Once someone dies, depending upon what type of estate plan they have in place, their estate will require probate, administration or trust administration, all of which have similar functions. With probate and administration, the court appoints either an executor or an administrator to settle the decedent's estate. With trust administration, the trustee is responsible for paying off debts and managing the trust assets according to the directions in the trust agreement.

Sometimes probate and trust administration are required depending on how assets are titled. As an experienced estate planning and probate attorney, I frequently assist personal representatives with their estate administration duties. I can inform executors, administrators and trustees of their duties under the law and guide them through every step of the process.

Estate planning and probate are not simple tasks, and I am here to work closely with my clients to ensure that their goals are fully accomplished and that my team exceeds their expectations. Please, take advantage of my free case evaluation by calling (408) 643-0942 today!

San Jose Resource Links

About San Jose
Superior Court of Santa Clara
The Office of Vital Records and Registration

  • It’s Never Too Early to Have a Plan

    A properly drafted estate plan can bring peace of mind for you and your family.

    Start Your Plan
  • Navigating the Probate Process

    Let me help guide you through the often complicated legalities of the probate process.

    Get Help
  • Know Who’s
    On Your Side

    I have a passion for what I do and understand how this area of law can affect your future.

    Learn More About Me
  • Start with a Free Consultation

    Let me help you plan for your future. Contact my office for your free consultation.

    Get Started

Contact Us

Law Offices of Timothy D. Henry
San Jose Estate Planning Attorney
Located at: 1871 The Alameda Suite 333
San Jose, CA 95126
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Phone: (408) 643-0942
Local Phone: (408) 560-2488
Website:
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Disclaimer

The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship.