Richard Collari Atty At Law

Welcome to the online home of Richard L. Collari Jr. Attorney-At-Law, a respected and trusted provider of estate planning services for the communities of Danville, San Ramon, Alamo, Walnut Creek, and the greater East Bay area. Our mission is to help individuals, families, and business owners protect their legacies and ensure their wishes are carried out through comprehensive and personalized estate planning solutions.

Estate Planning: The Basics

The basics of estate planning involve the recognition of the importance of advance planning and the benefits of entrusting your legacy to an experienced, trained professional. At Richard L. Collari Jr. Attorney-At-Law, we understand that the benefits of estate planning cannot be overstated. For a minor investment now, you can ensure that your family is protected well into the future and that your hard-earned wealth is preserved.

Services Offered

At Richard L. Collari Jr. Attorney-At-Law, we offer a comprehensive range of estate planning services tailored to meet the unique needs and goals of each client. These services include:

• Estate Planning: We work closely with clients to develop customized estate plans that reflect their wishes, protect their assets, and provide for their loved ones. Our estate planning services include the preparation of wills, trusts, powers of attorney, and advance health care directives.

• Probate: We guide clients through the complex and often emotionally challenging probate process with compassion and expertise. Our probate services include the preparation and filing of all necessary documents, the management and distribution of assets, and the resolution of any disputes that may arise.

• Revocable Living Trusts: We help clients establish revocable living trusts as a means of avoiding probate, minimizing estate taxes, and providing for the management of their assets in the event of incapacity.

• Estate Taxes: We provide comprehensive estate tax planning services to help clients minimize the impact of federal estate taxes on the value of the assets they wish to pass on to others at their death.

• News and Resources: We strive to keep our clients informed about the latest developments in estate planning law and trends. Our website features a news section where you can find updates on relevant topics, as well as a resources section with helpful downloads and links.

Richard L. Collari Jr. is an experienced estate planning attorney who has been serving clients in California since 1991. After graduating cum laude from Boston College Law School, Richard began his career as an associate in a prominent California law firm. In 1999, he founded Richard L. Collari Jr. Attorney-At-Law, where he continues to provide personalized and professional estate planning services to clients in Danville, San Ramon, Alamo, Walnut Creek, and the East Bay area.

As a member of the California State Bar, the American Bar Association, the Contra Costa County Bar Association, and the Danville Area Chamber of Commerce, Richard is committed to upholding the highest standards of legal practice. He takes pride in offering a free, no-obligation initial consultation, flexible appointment options, and transparent all-inclusive flat-fees for his clients' peace of mind.

Typical Clients

Our typical clients include people who fit into one or more of the following categories:

• Parents with young children who want to ensure their children are protected by nominating guardians and establishing trusts to fund their education.
• Individuals and families who own assets, including real estate, businesses, investments, life insurance, and more, and want to control how those assets are managed and distributed in the event of incapacity or death.
• Clients who want to minimize the loss of their net worth due to the impact of the Probate Court process in the event of their death or incapacity.
• Clients who want to minimize the impact of federal estate taxes on the assets they wish to pass on to others.
• Clients with existing estate plans who want to ensure that everything is still in order and up-to-date.

Client Expectations

At Richard L. Collari Jr. Attorney-At-Law, we believe in fostering open and honest communication with our clients. We expect our clients to:

• Complete the client questionnaire prior to the initial meeting.
• Be committed to the estate planning process by being forthcoming with all financial information.
• Review draft documents promptly and schedule the next meeting to discuss or execute the documents.
• Pay our fees promptly upon receipt of the invoice.

In turn, our clients can expect prompt, courteous, professional advice and counsel, top-notch work product, total confidentiality, and continued access to us over time to answer any questions that might come up.