At Silverman & Jaffe, PC, our mission is to be responsive, respectful, and diligent in serving the best interests of our clients. With a focus on estate planning, probate, and trust administration matters, we not only take pride in providing meaningful and practical services to our clients, but also strive to be responsible advocates, communicate thoughtfully and compassionately, and engage ethically at all times.
Serving clients in
Walnut Creek, California
Estate Planning,
Trust Administration
& Probate Attorneys Walnut Creek, California
Practice Areas
Estate planning involves organizing how your assets and affairs will be managed and distributed during your life and after your passing or incapacitation. Every situation is unique. A customized estate plan can save you and your loved ones considerable time, money, and inconvenience while enabling you to name those in key positions who will serve your best interests.
Trust administration is the process of managing and distributing the assets held in a Trust according to its established terms and in a fiduciary manner. Hiring experienced legal counsel is nearly always necessary or appropriate to help the trustee carry out the Trust lawfully and responsibly. Trust beneficiaries may also need representation.
Probate - a long, multi-dimensional Probate Court proceeding to administer an estate, is generally required for those who die without a funded Living Trust. The process involves, among other things, settling the decedent's debts, inventorying and valuing assets and distributing the decedent's property to the beneficiaries under the decedent's will (or when there is no will, to the decedent's heirs).
Our team has the experience and insight to help ensure your real estate transactions are structured and managed wisely. For many clients, residential and investment real estate represent a substantial portion of their net worth. Hence, helping to optimize contemplated purchases, sales and gifts can prove invaluable in enabling clients to manage and build their real estate portfolios with confidence.
What Our Firm Has to Offer
At Silverman & Jaffe, PC, we provide comprehensive estate planning services, directed toward wealth preservation and enhancement. We pridefully help you establish and maintain meaningful estate plans for the benefit of your family, loved ones, and charities.
Personalized Services
Strategic Estate Planning
Trust Creation & Administration
Compassionate Approach
Protect Your Wealth for
Peace of Mind
Secure your legacy, protect your assets, and make sure your wishes are carried out with confidence and clarity by speaking with our attorneys.
Meet Our Team
Strategic Estate Planning for Long-Term Security
Effective estate planning goes beyond drafting documents; it’s about creating a thoughtful strategy that protects your assets, honors your wishes, and provides security for those you love. At Silverman & Jaffe, PC, we work closely with you to design trusts, wills, and other planning tools that safeguard your legacy and give you confidence in the future.
Testimonials
At Silverman & Jaffe, PC, our experienced staff is committed to being responsive, respectful, and diligent in serving the best interests of our clients.
My wife and I are working with Mr. Jaffe on Trust, Will, transferring our house deed and alike. We met him in his office before deciding to work with him, the meeting was very informative and very pleasant.
"We engaged R. Silverman Law Group to administer my late mother's probate estate. Rob was especially helpful in guiding us through the administration of her stock portfolio, an area in which we had no experience. We found Rob and his team to be knowledgeable, prompt and responsive, yet personable and patient with us during this difficult time. We are pleased to recommend Rob and his firm for probate, trust or estate planning services.
The R. Silverman Law Group has taken care of our family's estate planning for years. They have always been professional, courteous, and caring. Upon the recent passing of our mother, the Silverman Law Group was a real life-saver in resolving any questions about her estate.
Even though it had many years since Robert Silverman had prepared an excellent financial and legal estate plan, when I emailed him a question about an unforeseen change in my husband and my lives, he got right back to me with the answer!