Estate Planning Attorney for San Jose and the Bay Area, California

San Jose and Santa Clara County have one of the largest Vietnamese communities in the country. Vinh Doan Law Office, APC works with Bay Area families by Zoom and phone, in Vietnamese and English, to prepare living trusts, wills, powers of attorney and health care directives, and to help after a death with probate and trust administration.

Planning for Bay Area homes, stock and family businesses

Bay Area homes are valuable, and probate fees in California are based on the gross value of the property. Many families also hold company stock, retirement accounts or a family business. A living trust can hold the home and other assets, while retirement accounts and life insurance pass by beneficiary designation, so the plan has to coordinate all of them. We review each asset with you and tell you what belongs in the trust and what does not.

Points worth knowing in San Jose and the Bay Area

• Probate for Santa Clara County residents is handled by the Santa Clara County Superior Court. A trust that holds your property keeps it out of that process.
• Retirement accounts and life insurance should have current beneficiary designations that match your plan. We review them with you.
• If relatives or assets are in Vietnam, a California trust does not control property there. We plan the California side and tell you what to check with a lawyer in Vietnam.

What we prepare

Living trusts and wills, financial powers of attorney, health care directives, and help with probate and trust administration.

Working with us remotely

Every step can be done by Zoom and phone, so you do not have to travel to Garden Grove. We send your documents for signing with instructions that fit your state, and we accept MetLife Legal Plans, ARAG and LegalEASE members. See how remote service works.