Estate plan & trust amendment

Do you have a living trust but the circumstances in your life have changed?

Through the trust amendment process we can assist you with adding a co-trustee, changing a trustee, or altering beneficiaries or a distribution scheme. Dan will guide you through the amendment process so that your trust properly addresses your current needs and carries out your wishes.

Do you have an A/B Trust?

If your trust was drafted before 2012 it may not be suitable for the current laws.

Find out more. Get a free consultation.

Please submit the form to the right or call a number below for a complimentary discussion about how I can assist you with all of your will, trust, probate, and estate planning needs.

Dan DuRee is a San Francisco Bay Area estate planning and living trust attorney. He has offices in Larkspur in the Marin area, Walnut Creek, San Francisco, and Mountain View,, and to make it as convenient as possible, Dan also meets clients in their home, at their place of work or at the hospital any day of the week.

 

5 San Francisco Bay Area Offices

Walnut Creek
Estate plans and living trusts

1535 North Main Street, Suite 240
Walnut Creek, CA 94596

(925) 210-1400

(925) 210-1400

Mountain View
Estate plans and living trusts

800 West El Camino Real, Suite 180
Mountain View, CA 94040

(650) 933-7122

(650) 933-7122

San Mateo
Estate plans and living trusts

951 Mariners Island Blvd, Suite 300
San Mateo, CA 94404

(415) 373-8335

(415) 373-8335

San Francisco
Estate plans and living trusts

75 Broadway Street, Suite 202
San Francisco, CA 94111

(415) 373-8335

(415) 373-8335

Marin County
Estate plans and living trusts

700 Larkspur Landing Circle, #199
Larkspur, CA 94939

(415) 373-8335

(415) 373-8335

Email Dan

I was impressed

Submitted:
★★★★★
5
I was impressed with not only Daniel's knowledge of living trusts but also with how he listened closely to our needs and helped us understand the (complicated) issues in plain English. These are great traits for an attorney. I would definitely go back to Daniel for estate planning needs and will recommend him to others in the future.
- Bryan P.
Overall rating: ★★★★★ 5 based on 1 reviews