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also known as Jay at LifePlan Lawyer, PC
I am a Wills, Trusts and Probate attorney serving planning clients throughout the East Bay in cities like Pleasanton, Dublin, San Ramon, Danville, Livermore and Castro Valley. I also serve Probate clients throughout the entire Bay Area. I'm a certified specialist in estate planning, trust and probate law--a designation awarded by the California State Bar Board of Legal Specialization to less than one percent of attorneys in California. I'm a 1993 UC Davis School of Law graduate. On a personal note, I have had some great life experiences that help me understand the unique needs and concerns of my clients. Preparing a Will or Trust is a personal process and I'm glad my clients feel comfortable sharing their goals and concerns so we can come up with the best plan for them. I lived abroad during middle school and high school in India and Thailand. I am part of a blended family with four children. My wife was a special education teacher for 28 years and now works with me as our office manager. My son-in-law and step-daughter work with me as an attorney and paralegal. I made the great decision to adopt one of my children from Thailand. I am part of a large family with connections to India, Cameroon, Thailand, Korea, China, Japan, Scotland, Switzerland, Mexico, Vietnam and the Philippines. The best part of my job is finding ways to connect with my clients and hearing them share how much peace of mind they receive from completing their estate plan. I offer a free no-pressure telephone consultation. The whole idea is to make estate planning approachable and help you finally complete that plan you've been putting off for years!
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Chat withState: Michigan
Acquired: 2022
No misconduct found
State: California
Acquired: 1993
No misconduct found
1811 Santa Rita Rd., Ste 207, Pleasanton, CA, 94566
11 Client Reviews
"Jay is the consummate professional, and one of the most caring attorneys I know. His calm, understanding attitude makes him an ideal attorney for estate planning, estate administration, and life planning in general. Jay listens, counsels with confidence, and a builds strong relationships with his clients and the community. I know this from working with directly with Jay on a matter and learning first-hand how he operates and how much trust his clients have in him."
"Jay is a diligent, competent, and thoughtful attorney. He is a real asset to the legal community. He goes above and beyond for his clients."
Probate lawyer
Real estate lawyer
Estate planning lawyer
Trusts lawyer
Criminal defense lawyer
2019
Certified Specialist in Estate Planning, Trust and Probate Law, State Bar of California Board of Legal Specialization
2015
Elite Service Provider, ARAG
1993
American Jurisprudence Award, Thomson West Publishing
1989
National Presbyterian Scholar, PCUSA
2014 - Present
Founding Attorney, LifePlan Lawyer
2017 - 2019
Adult Education Teacher - Estate Planning Courses, Pleasanton Unified School District
2015 - Present
California Estate Planning Attorneys' Study GroupModerator
1993 - Present
State Bar of California
Member
Member
1993
JD - Juris Doctor
1989
BA - Bachelor of Arts
2021
2017
Estate Planning and Real Estate
2017
Estate Planning for CFPs
2016
Estate Planning
2015
Estate Planning
2015
Estate Planning - The Basics
2015
California Estate Planning
2015
Estate Planning 101
2014
Estate Planning
1993
English
Legal Answers
Do I have a right as a beneficiary to request copy of changes to a Trust that was Amended and Restated shortly before mom died?
25 Apr 2022
Dad died and he said he left us something didnt say we're he left but got our information down like ssi and name address?
25 Apr 2022
I was living in a home with my husband whose faher was the last owner noted.his family is trying to evict my husband and fa died
25 Apr 2022