Wealth Management & Estate Planning Services

What We Do

The Myers Law Firm specializes in assisting families and individuals develop and implement estate plans that reflect their personal values, concerns, and goals. We craft individualized plans, often in the throes of difficult and challenging situations, for the care and custody of our clients’ families and legacies.

Some of the issues that we can help you address in your estate plan include (but are not limited to):

• Leaving a legacy for future generations
• Creating a succession plan for your family business
• Philanthropic giving
• Protecting your spouse and other loved ones
• Establishing a special needs trust
• Preserving your family values, history and dynasty
• Estate & gift tax planning
• Ensuring that you are protected and your wishes are followed if you become ill, injured or mentally incapacitated
• Distributing your property & other assets

"Your firm showed an immediate ability to take care of our needs on our time schedule with sensitivity and
compassion . . . Knowing we have a continuing relationship with the firm and that we are in good hands for future needs is reassuring."
- T.A., San Ramon

Once you have decided that you would like to meet with The Myers Law Firm, P.C. regarding your estate plan, there are a few preliminary steps that we ask you to take to enable us to prepare for your initial design meeting.

The first step is to contact the firm for a preliminary discussion regarding your goals for your estate plan. You may call us at (415) 896-1500 or submit an inquiry using our online form.

After a short conversation with one of the members of the firm, an appointment will be scheduled. Once an appointment is scheduled, we ask that you complete a confidential data form. The information will be entered into our database and enable us to compile all of the data in one place. This form can be completed from the comfort of your own home and at a comfortable pace, be it in one sitting or many. The link we provide to you will direct you to the ways you can fill out this form. Once the confidential data form has been submitted to the firm, we ask that you take some time to review a series of design questions that will help us to better understand your estate planning goals. The link we provide to you will direct you to these questions.

Our Commitment to You

Ultimately, our clients’ peace of mind ensues from the assurance that their hopes, dreams and aspirations for themselves and their loved ones will be met as a result of our commitment. We give our clients peace of mind that their commitments to the most important people and institutions in their lives are met, while preserving control over their affairs and property when they are alive and well.

Our commitment, in turn, is to develop and maintain long-term, trusting relationships with clients that form the foundation for our practice.Our practice is based on relationships.Our primary aim is your wealth preservation and your wealth stewardship.

Contact Us to Discuss Your Estate Plan

Call us at (415) 896-1500 or submit an inquiry using our online form.