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    STRATEGY-SESSION
    WITH AN ESTATE PLANNING PROFESSIONAL





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    Latest News

    The Importance of Health Care Directives

    August 17, 2021 By: DeCarli Law

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    Planning for Expected Estate Tax Changes in 2021

    August 3, 2021 By: DeCarli Law

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    Why You Need to Hire a Local Estate Planning Attorney

    July 20, 2021 By: DeCarli Law

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    Moved Recently? Remember to Update Your Estate Plan!

    July 6, 2021 By: DeCarli Law

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    Testimonials

    Posted on Google Google
    Kim Garcia profile picture
    Kim Garcia
    15 August 2026
    Google star 1Google star 2Google star 3Google star 4Google star 5
    DeCarli Law was efficient, thorough, and very helpful in helping us get our trust(s) in order. Highly recommend them.
    Posted on Google Google
    Helene Wecker profile picture
    Helene Wecker
    14 April 2026
    Google star 1Google star 2Google star 3Google star 4Google star 5
    We were so happy with our experience at DeCarli Law! The team walked us through the will and estate process and made certain we understood every step. Highly recommend them!
    Posted on Google Google
    Ken rodriguez profile picture
    Ken rodriguez
    21 March 2026
    Google star 1Google star 2Google star 3Google star 4Google star 5
    We would highly recommend DiCarli Law to anyone seeking to create an estate plan or for any estate planning advice. Bob and Debra are very friendly, helpful and knowledgeable. Our finished product is beautifully organized and easy to reference.
    Posted on Google Google
    Nancy Whipple profile picture
    Nancy Whipple
    26 February 2026
    Google star 1Google star 2Google star 3Google star 4Google star 5
    Prior to having surgery, I wanted to ensure that all my legal documents (including my trust) were up-to-date and valid. I had a short timeframe and Debra was able to accommodate me. I am so pleased with the entire interaction. My initial interview was a phone one with Bob. He was patient and insured that I understood all of the information they were requesting and the reason for it. My first meeting with Debra was insightful. She was able to identify issues and clearly explain to me the impact. She was able to get everything straightened out for me, and all of the documents signed and notarized in one place. In addition, the firm is taking care of putting my Home into the trust through the county assessor office. I have additional legal work which I need to have done once I have recovered from my surgery and I will definitely be returning to DeCarli Law. I have also recommended them to family and friends.
    Posted on Google Google
    Sylvia Wood profile picture
    Sylvia Wood
    17 January 2026
    Google star 1Google star 2Google star 3Google star 4Google star 5
    DeCarli Law is clearly deserving of its 5.0 reviews. Debra was warm, engaging, and knowledgeable, and we appreciated her patience and thoroughness in guiding us through the complex process of setting up an estate plan. We enjoyed each meeting with Debra and achieving that "peace of mind" with a living trust for our children. Seek no further for the "perfect" estate planning firm.
    
    
    
    
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    Pleasanton Office
    • 349 Main Street, Suite 202
      Pleasanton, CA 94566
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      Mendocino, CA 95460
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