Business Details
2 Years
experience
Trusted Estate Planning Services in San Francisco
At Heather Robertson Law, we specialize in personalized estate planning designed to protect your family and preserve your legacy. With over two decades of experience in estate law, our team delivers comprehensive solutions tailored to each client's unique circumstances. We offer flat-fee pricing for our estate planning packages, ensuring transparency and affordability while addressing complex scenarios like blended families, multi-state property holdings, and special needs planning. Our attorneys, Heather Robertson and LisaJane Roberton, bring extensive expertise from international and national law firms, combining technical proficiency with compassionate service.We prioritize client education and support throughout the entire process, ensuring your estate plan is legally sound and fully functional. Our commitment to staying current with evolving tax laws guarantees your plan remains effective across jurisdictions. Clients consistently praise our ability to simplify complex legal processes and provide peace of mind through thorough, customized solutions.
Services
Living Trust
Emergency Plan
Power of Attorney
Health Care Directive
Will Creation
Guardianship Nomination
Trust Funding
Estate Tax Planning
Details
- Year established: 2024
Highlights and features
- We offer personalized estate plans addressing unique family dynamics and complex assets
- Our flat-fee pricing ensures transparency and affordability for all clients
- Specialized expertise in multi-state property holdings and special needs planning
- Attorneys with decades of experience from top-tier international law firms
- Proven track record of creating legally sound, fully functional estate plans
What people say
Warm and informative
Made the process easier
Thorough estate plan
Reasonable fees
Peace of mind
Services
Living Trust
Our living trust service establishes legally binding arrangements to manage your assets during life and distribute them after death. This essential estate planning tool avoids probate, maintains privacy, and ensures smooth asset transfer. Our attorneys customize trusts to meet specific family needs and financial circumstances.
Estate Tax Planning
We develop comprehensive strategies to minimize estate tax liabilities for high-value estates exceeding $10 million. Our planning addresses complex tax implications across different states while ensuring compliance with current federal regulations. This service protects your legacy from unnecessary tax erosion.
Guardianship Nomination
This critical service allows parents to legally designate caregivers for minor children. We help document specific wishes regarding child custody, education, and healthcare decisions. Our attorneys ensure these provisions align with your overall estate plan for complete family protection.
Trust Funding
Our trust funding service ensures proper transfer of real estate and other assets into your living trust. We handle California property transfers and coordinate with financial institutions to complete the legal ownership transition. This crucial step makes your estate plan fully functional.
Health Care Directive
This service creates legally binding documents outlining your medical preferences and appointing healthcare representatives. We ensure your wishes regarding treatment preferences and end-of-life care are clearly documented and legally enforceable across California jurisdictions.
People
Heather Robertson
Founding Attorney
Estate planning attorney with 20+ years experience from international law firms. Specializes in complex estate solutions for blended families and high-net-worth clients. Committed to making estate planning accessible and understandable for all families.
LisaJane Roberton
Partner Attorney
Experienced estate planner known for compassionate client service and thorough approach. Specializes in addressing unique family dynamics and multi-state property holdings. Brings warmth and expertise to help clients create customized estate solutions that provide peace of mind.
Questions
What's included in your estate planning packages?
Our packages include living trusts, wills, advance health care directives, powers of attorney, guardianship nominations, and trust funding assistance for California real estate.
How do you handle complex family situations?
We specialize in addressing blended families, multi-state properties, special needs children, and high-value estates with customized solutions tailored to each client's unique circumstances.
What are your pricing options?
We offer flat-fee pricing at $3,400 for individuals and $4,400 for couples, with additional charges only for special circumstances agreed upon in advance.
How long does the estate planning process take?
Most plans complete in 2-4 weeks, with urgent cases accommodated - one client finalized their plan just two weeks before an international trip with young children.
Do you offer consultations?
Yes, we provide initial consultations to discuss your specific needs and create a customized estate plan that addresses your family's unique situation and concerns.
