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Portola Law, A Professional Law Corporation, licensed by the State
Bar of California, was founded with the focus of providing high
quality, customized estate planning services and documents at
High quality means we sit down with each client and get a thorough
understanding of their financial affairs, their family situation, their
goals and concerns for their future before we start any planning. High
quality means we listen to you, then provide legal advice. We
are timely and responsive - returning calls and emails within 24 hours
and getting documents finished when you need them.
Customized means we are not a high-volume document mill
offering "flavor-of-the-month" specials. We provide detailed,
thorough documents to handle life's uncertainties and each client's
unique situation. However, we also provide "plain English" summaries
that you can understand.
Reasonable prices means for most documents and services you will
receive a "flat-fee" quote up-front; not endless billable hours at
rates that may discourage you from getting started on your estate
plan. We do not try to sell costly premium service plans; every client
receives thorough and in-depth service.
Portola Law's owner and principal attorney at law is Thomas W.
Six. Mr. Six received a B.S. (Accounting) from Marquette University in
1985 and a J.D. from UC-Hastings College of the Law in 1991. At
Hastings, he focused on estates, trusts, and estate, gift and
generation skipping taxation. He is a member of the Trusts/Estates and
Taxation sections of the State Bar of California and is an Active
Member in Good Standing with no record of discipline.
Tom Six is also a Certified Public Accountant (California). He is a
member of the American Institute of Certified Public Accountants, the
California Society of CPA's and the Financial Planning Association.
Fixed (always), Free consultation (60 minutes)
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|Owner & President||Portola Law, A Professional Law Corp.||2008 - Present|
|CFO, CCO||The Portola Group, Inc.||1995 - Present|
|Association name||Position name||Duration|
|Financial Planning Association||N/A||N/A|
|University of California, Hastings College of the Law||N/A||law||1991|
|Marquette Univ||Accounting||BS - Bachelor of Science||1985|