3 Best Estate Planning Lawyers in San Mateo, CA

Expert-recommended Top 3 Estate Planning Lawyers in San Mateo, California. All of our estate planning attorneys actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

3+ YEARS IN TBR
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GEOFFREY E. WIGGS ESQ.

LAW OFFICES OF GEOFF WIGGS
1900 South Norfolk Street, Suite 350,
San Mateo, CA 94403 Directions

Since 2011

Practice Areas:

Estate Planning Planning for Long-Term Illness Transferring Your Assets Trust Administration Planning for LLC After Death Estate Planning for Digital Assets Probate

"Geoffrey E. Wiggs Esq. is the principal attorney at Law Offices of Geoff Wiggs. He completed a bachelor’s degree in Computer Science and a Master’s in Business Administration (MBA) and JD from Santa Clara University in 2009 as a third career to open his practice immediately after passing the bar. Geoffrey E. Wiggs, Esq. volunteered as a Northern California Bankruptcy Court clerk and operated as an Online Managing Editor for the Santa Clara High Technology Law Journal. The firm prides itself on providing expert advice and creating professional, skilled, and compassionate legal strategies. Their practices include consumer bankruptcy, estate planning, probate, trust administration, and business formation. The team represents clients throughout the Bay Area and across California, Montana, and Wyoming. He is fluent in both French and Vietnamese. The firm provides free consultations.

2026 Highlights: For those with an existing estate plan, the Law Offices of Geoff Wiggs offer comprehensive estate plan reviews and updates."

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License #276041

Contact:

(650) 577-5952 (650) 577-5953

Mon-Fri: 8am - 6:30pm
Sat & Sun: Closed

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3+ YEARS IN TBR
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JEFFREY R. LOEW ESQ.

TRUST LAW PARTNERS LLP
1650 Borel Place, Suite 120,
San Mateo, CA 94402 Directions

Since 2001

Practice Areas:

Trust and Estate Litigation Fiduciary Litigation Estate Planning Probate and Estate Administration Conservatorship Trustee Removal Inheritance Will and Trust Contests Mediation Compel Distributions Wrongful Disinheritance

"Jeffrey R. Loew, Esq., completed his JD from the University of California at Berkeley, Boalt Hall School of Law in 2001. His primary areas of practice include trust and estate litigation. He formerly served as Chair of the Trusts and Probate section of the San Mateo County Bar Association and on the Silicon Valley Bar Association Board of Trustees. Jeffrey R. Loew, Esq. uses a broad range of estate planning techniques to assist clients in meeting their estate planning needs and wealth transfer objectives, from straightforward wills to complex trust agreements. He is certified as a Specialist in Estate Planning, Trust, and Probate Law by the State Bar of California’s Board of Legal Specialization, a title held by less than half of one percent of practicing attorneys in California and only about three percent of estate planning attorneys. He is also a fellow of the American College of Trust and Estates Counsel, ACTEC, and he frequently speaks before professional groups on issues concerning trust and estate litigation, related trust and estate matters, and general topics such as estate planning and elder abuse in various forums. Jeffrey R. Loew, Esq., successfully represents clients at the trial and appellate levels and in alternative dispute resolution, including mediation and arbitration.

2026 Highlights: Jeffrey R. Loew is a Managing Partner in Trust Law Partners LLP. With decades of combined experience in trust and estate law, the firm's skilled litigators and trial attorneys provide knowledgeable representation and dedicated advocacy, working diligently to protect the interests of every client."

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License #216808

Contact:

650-374-4138 (833) 316-0573

Mon-Fri: 8am - 6pm
Sat & Sun: Closed

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3+ YEARS IN TBR
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ALAN DANIEL KHALFIN

VAKSMAN KHALFIN, P 15 North Ellsworth, Suite 103,
San Mateo, CA 94401 Directions

Since 2008

Practice Areas:

Creating Wills Establishing Trusts Estate Plans Transfer Of Assets To Beneficiaries Guardians or Trustees Probate Proceedings Charitable Planning Tax Planning Probate Trust Administration Estate Tax Asset Protection

"Alan Daniel Khalfin is the managing attorney of Vaksman Khalfin, PC. He received his JD from Santa Clara University School of Law. He has significant experience in developing legal strategies, counseling clients with practical solutions, and managing legal teams. He also communicates in French and Russian. Vaksman Khalfin, PC offers comprehensive estate tax and asset protection services, specializing in keeping wealth through strategic planning to minimize estate tax liability and maintaining robust legal structures to safeguard assets from potential threats or liabilities. The team has prepared over 10,000 Trusts & Wills and 1,000 Trust Administrations & Probates. Their estate planning San Mateo attorneys work closely with individuals and families to safeguard their assets and help them carry out their wishes seamlessly. The firm provides free consultations.

2026 Highlights: The attorneys at the firm have extensive experience handling probate proceedings, helping clients navigate the process through thoughtful legal guidance, meticulous attention to detail, and effective resolution of disputes involving estate administration and asset distribution."

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License #260766

Price:

Contingency 33%-40%

Contact:

(650) 450-4945

By Appointment

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