Estate Planning Attorney In San Jose

Last updated on May 15, 2026

Estate planning protects your family, property and financial future when California laws might affect inherited homes and taxes. Working with an attorney helps families avoid mistakes that can create conflict, delays or unnecessary costs later. Families often face questions about trusts, wills, deed transfers, probate and Proposition 19 property tax rules. It is also important to understand that North San Jose is not close to West San Jose, and estate planning strategies may differ depending on the neighborhood, property values and family goals involved.

At the Law Offices of Berge & Berge, we provide custom estate planning solutions backed by more than 25 years of legal and financial experience. We help those in West San Jose and Santa Clara County protect family wealth with practical strategies that fit real life. James Berge is a board-certified specialist in estate planning, trust and probate law through the California Board of Legal Specialization. He also holds an LL.M. in tax law and has a CPA background that strengthens tax planning discussions. Attorneys Jenny Kumar and Ryan Stillwell have both been selected to Rising Stars for their work with clients and families.

Estate Planning And California Property Tax Concerns

California Proposition 19 changed how inherited property is taxed, making estate planning more important for homeowners in Santa Clara County. Families transferring a home to children may face higher property taxes if transfers are not structured correctly.

Important local resources include:

• The Santa Clara County Superior Court
• The Santa Clara County Probate Court
• The Santa Clara County Clerk-Recorder’s Office for property recording
• The Santa Clara County Assessor for Proposition 19 compliance and property tax matters.

We help clients review trusts, deeds and long-term planning goals before property transfers happen.

Helping Families Prepare For The Future

An estate planning lawyer can help with several important matters, including:

• Creating wills and trusts
• Updating beneficiary designations
• Planning for incapacity
• Protecting family homes
• Reducing probate complications
• Preparing healthcare directives

This service helps families stay organized while protecting assets across West San Jose and nearby Santa Clara County communities.