• 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

Santa Clara County Estate Planning Lawyer

Guiding You through Estate Planning & Estate Administration

Santa Clara County, officially known as the County of Santa Clara is nestled at the southern end of the San Francisco Bay Area, and as of 2010 had a population of 1,781,642. Santa Clara County is home to the highly urbanized Silicon Valley, which is not only the most populous county in the Bay Area, but it's one of the most affluent counties in the entire United States.

At the Law Offices of Timothy D. Henry, as a Santa Clara County estate planning attorney, I am committed to helping my clients understand the importance of wealth management and estate planning, regardless if they are wealthy or of modest means.

Those who come to me who are sending their children off to college for the first time in their family's history, or those who are the first to own a home in their family know how important it is to preserve their hard-earned assets so their legacy can be passed down for generations to come, and they have the same concerns about their families as my wealthy clients.

The purpose of estate planning is to not only preserve your assets, but to minimize taxes as much as humanely possible. There are a number of time-tested, legally-sound strategies that can maximize the value of your estate while reducing taxes and hassle when you eventually pass. But, in order to utilize these tools to your greatest advantage, you will need the assistance of a skilled attorney who works in the field of estate law.

Estate Administration for Executors & Trustees

After someone passes away, their estate may have to be probated in order to transfer title of the decedent's assets to the beneficiaries named in the will or the trust. Depending on how title to the assets were held, they may require probate and trust administration (when there is a trust), or probate may be circumvented if all of the decedent's assets were held in something such as a revocable living trust.

If your loved one recently passed away and you were appointed as an executor or an administrator of an estate, or if you are the trustee or successor trustee of an estate, you will have a number of important duties to perform in order to settle the estate according to California State law.

I understand how difficult and complex these duties are to the laymen, and I therefore offer legal representation and guidance for personal representatives. I am here to guide you every step of the way, while helping you avoid the potential for incurring personal liability, which can arise when acting in good faith, a fiduciary makes a mistake and causes harm to an estate.

Are you looking for an attorney for an estate planning or probate matter in Santa Clara County? I gladly offer free consultations to all of my prospective clients; please contact me at (408) 643-0942 to find out how my services can be of benefit to you.

Santa Clara County Resource Links

About Santa Clara County
Official Website
Office of the Clerk Recorder

  • 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
View Map
Phone: (408) 643-0942
Local Phone: (408) 560-2488
Website:
© 2017 All Rights Reserved.

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.