Estate Planning in San Francisco: Protect Your Life, Loved Ones, and Legacy
At Von Rock Law, we believe estate planning is more than paperwork — it’s a way to care for your loved ones, safeguard your wishes, and create a lasting legacy. Whether your family is traditional, blended, or chosen, estate planning in San Francisco ensures that the people you love are protected, no matter what the future holds.
When you plan ahead, you aren’t just managing assets. You’re giving peace of mind, preventing conflict, and leaving behind a clear path for those who matter most.
Why Estate Planning Matters
Without a plan, California’s default laws may not reflect your wishes. This can mean:
- The wrong people making medical or financial decisions for you.
- Loved ones excluded from inheritance.
- Long, stressful probate battles.
With a thoughtful estate plan, you choose who acts on your behalf, who inherits your assets, and how your legacy is honored.
Von Rock Law’s Estate Planning Services
Our Custom Estate Plan is designed for most estates, for both individuals and married couples, giving you confidence that your family and assets are fully protected.
What’s Included in a Custom Estate Plan
Individual Plan: $6,000
Married Plan: $6,000 (2 documents, 1 for each partner)
Your plan includes a full suite of documents and services:
- One 30-minute consultation (telephone, video, or in-person)
- Revocable Living Trust
- Certification of Living Trust
- Last Will & Testament
- Durable Power of Attorney
- Advance Health Care Directive
- Authorization of Release of Medical Records (HIPAA)
- Assignment of Personal Property
- Personal Property Memorandum
- Trust Transfer Deed (one California property)
- Recording deed with county recorder
- One opportunity to request edits to documents based on client-provided information
- Recording fees included
- Preliminary Change of Ownership Report
- Final signing meeting
- Complete instructions regarding your plan
- Notary fees included
- Personalized estate planning binder with all original documents
- Digital PDF copies of your entire plan
Why Choose a Custom Estate Plan?
- Peace of Mind: You can rest knowing your wishes are legally protected and your loved ones are cared for.
- Clarity: Clear guidance for trustees, executors, and beneficiaries eliminates confusion or disputes.
- Comprehensive Protection: Covers health care, finances, property, and personal belongings.
- Flexibility: Tailored to your family, your lifestyle, and your values.
- Inclusive & Compassionate: Von Rock Law serves all families, including LGBTQ+ clients, blended families, and chosen families, with respect and care.
We also help with:
- Trust Administration & Probate — Supporting families with compassion after the loss of a loved one.
- Business Formation — Protecting entrepreneurs as they build and grow.
- Real Estate Transactions — Securing your property and investments.
Why Work with Von Rock Law?
- Inclusive & Compassionate — We welcome and support all families and communities, including LGBTQ+ clients, with respect and care.
- Award-Winning Firm — Recognized as the 2024 Best Attorney in the Bay Area by SF Gate and named a SuperLawyer.
- Life-Centered Planning — We go beyond documents, helping you design a plan that reflects your values and protects what matters most.
Take the Next Step
You can’t take it with you, but you can decide where it goes. Von Rock Law is here to ensure your voice is the one that carries forward.
Call us at 415-517-3706 or 
email welcome@vonrocklaw.com to schedule your consultation.
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