Serving the Needs of Our Clients since 2009
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25 Years of Combined Experience Providing Thoughtful Legal Guidance to all Estate and Probate Matters

San Francisco Wills & Trusts Attorney

Work with an Experienced Bay Area Estate Planning Lawyer

Having a legally sound will or trust can help provide your family with peace of mind and personal directives to your wishes in the event that you pass. At O’Neil & Rueppel, LLP, we are proud to offer experienced and understanding estate planning services to individuals and families throughout the Bay Area. Our team can work with you to create effective wills and trusts that may be able to help your family in a time of grieving.

Let a San Francisco wills and trusts lawyer from O’Neil & Rueppel, LLP help. Call us at (415) 992-9452 today to schedule a consultation. We can also meet with you in Larkspur or Berkeley, for your convenience.

Do I Need a Will or a Trust?

As many people know, wills are created to help establish what you wish to have done with your assets, property, and debts upon your passing. Trusts can be created to be effective immediately and remain effective during your lifetime, or be considered effective upon passing. You can create a will and a trust mutually, or you can have one or the other.

In a will, you will be able to:

  • Nominate an executor of your estate
  • Determine where assets will go upon your passing
  • Name heirs and beneficiaries
  • Establish funeral arrangements and burial procedures
  • Name guardians for minor children

In a trust, you will be able to:

  • Nominate trustees
  • Name beneficiaries
  • Distribute assets and property prior to passing
  • Manage assets for minor beneficiaries until they are old enough to inherit responsibly
  • Avoid probate
  • Avoid MediCal recovery claims
  • Minimize estate taxes
  • Reduce administration fees
  • Keep the administration of your estate out of the public record

Every person’s situation will vary and an attorney can help determine the most effective course of action for your needs.

Let O’Neil & Rueppel, LLP, Help Your Family

When you choose to work with O’Neil & Rueppel, LLP, we will look at all aspects of your life and walk you through the process of estate planning. Our San Francisco wills and trusts lawyers can help you draft or revise a will or develop a living or revocable trust. We will keep you educated and informed through the entire process, thus making your estate planning an educational and collaborative experience.

For more information on how we may be able to help, call us at (415) 992-9452 and schedule a consultation with our team.

Helping Our Clients Realize Their Goals

Read What Some of Our Former Clients Have to Say
  • “Thank you for your guidance and expertise!”

    Julie N.

  • “ I went away feeling empowered to continue with the process. ”

    Former Client

  • “His writing is clear, understandable, and succinct—he is a superb writer.”

    Kate C.

  • “Everything was made simple and the fear of signing a will was removed!”

    Former Client

  • “Very easy to work with and an outstanding professional. ”

    Former Client