CONTACT
LOCATION
HOURS

Email: Jaime@JaimeRoder.com
Phone: 925.945.8831
 

Law Office of Jaime A. Roder
1855 San Miguel Dr., Ste. 17

Walnut Creek, CA 94596

Mon - Fri: 9am - 5pm

Evening and weekend appointments available.

PROFESSIONAL SERVICES

Estate planning and legal services that suit your needs

ESTATE PLAN WITH A TRUST

INDIVIDUAL

  • Living Trust

  • Will

  • Advance Medical Directive

  • Power of Attorney

  • Certificate of Trust

  • Deed

  • Assignment

COUPLE

  • Living Trust

  • 2 Wills

  • 2 Advance Medical Directives

  • 2 Powers of Attorney

  • Certificate of Trust

  • Deed

  • Assignment

  • Community Property Agreement

ESTATE PLAN WITH A WILL

INDIVIDUAL

  • Will

  • Advance Medical Directive

  • Power of Attorney

COUPLE

  • 2 Wills

  • 2 Advance Medical Directives

  • 2 Powers of Attorney

  • Community Property Agreement

TRUST ADMINISTRATION

Provide counsel to Trustees administering a trust.  This may include fulfilling legal notice obligations, transferring real property and financial accounts, coordinating the inventory and appraisal of all trust assets, filing Heggstad petitions to avoid probate, coordinating with tax and investment experts, and assisting with the final distribution of trust funds.

PROBATE

Represent the Administrator or Executor of the estate in court proceedings. Prepare and file court petitions, appear on behalf of client, and fulfill legal notice obligations. Oversee the transfer of real property and financial accounts, coordinate the inventory and appraisal of  estate assets for the probate referee, coordinate with experts on tax obligations and accounting, and assist with final distribution of the estate.