Evans & Davis

- 2100 Geng Rd Suite 210, Palo Alto, CA 94303

For families and businesses in California, securing a financial legacy and ensuring that their wishes are honored is a matter of profound importance. Estate planning is more than just drafting documents; it is a thoughtful process that provides peace of mind for the future. Evans & Davis is a premier law firm in Palo Alto, California, dedicated to providing comprehensive and expert legal services in estate planning, probate, and business law. With a focus on guiding clients through these often-complex matters, the firm’s attorneys are committed to delivering tailored solutions that protect assets, minimize tax implications, and ensure a smooth transition of wealth and property. The firm is consistently recommended by financial professionals and satisfied clients, which speaks volumes about its reputation and quality of service.

The attorneys at Evans & Davis understand that each client’s situation is unique, whether they are an individual, a family, or a business owner. Their approach is collaborative and client-centered, taking the time to listen to concerns and goals before developing a strategic plan. As noted in customer reviews, clients like Mitch, Ryan, Lauren, and John Weaver are appreciated for their professionalism and ability to make the legal process feel "easy" and straightforward. This ability to put clients at ease is a significant factor, as estate planning often involves discussing sensitive and personal matters. For those in California, having a legal partner who can simplify complex legal steps is an invaluable asset.

The firm’s expertise extends beyond simple will writing, encompassing everything from sophisticated trusts to business succession planning. This broad range of services allows them to serve as a single point of contact for all of a client’s planning needs, from personal estates to business assets. Their dedication to helping families and businesses in the California region secure their futures with expert guidance is a core tenet of their practice.

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Evans & Davis is conveniently located at 2100 Geng Rd Suite 210, Palo Alto, CA 94303, USA. This professional setting provides a welcoming and secure environment for clients to discuss their legal needs. The location is easily accessible for residents of Palo Alto and the wider Bay Area, ensuring convenience for those who need to visit the office.

The firm is committed to providing an accessible environment for all clients. The building features a wheelchair accessible entrance, making it easy for individuals with mobility challenges to enter and navigate the premises. Additionally, a dedicated wheelchair accessible parking lot is available, which provides convenient and close parking. This is a crucial feature that demonstrates the firm's thoughtful consideration for its clients' practical needs. The office is also equipped with a restroom for client use. The firm recommends appointments to ensure that each client receives the dedicated and personalized attention required for comprehensive legal planning.

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Evans & Davis provides a wide array of legal services with a focus on comprehensive planning for individuals, families, and businesses. Their expertise covers the entire lifecycle of wealth management and asset protection. The services offered include:

• Estate Planning Attorneys: A full suite of services to help clients plan for the future. This includes drafting essential documents like Last Will & Testaments and Revocable Living Trusts, as well as more complex instruments like Irrevocable Life Insurance Trusts and Generational Skipping Trusts & Dynasty Trusts.
• Probate & Trust Administration: Guiding executors and trustees through the legal process of administering an estate or trust after a death. This includes handling asset inventory, paying debts, and distributing property to heirs, ensuring the process is as smooth as possible.
• Business Law Practice & Planning: Assisting business owners with legal matters such as business formation, business planning, and succession planning. The firm also offers services like the analysis of available discounts in valuing business assets and the use of Family Limited Partnerships.
• Wills, Trusts, and Other Documents: Expertly preparing legal documents essential for a solid estate plan, including Financial/Durable Powers of Attorney and Advance Health Care Directives, which ensure that a client's wishes regarding their finances and healthcare are respected.
• Special Needs Planning: Creating specialized plans and trusts to provide for the long-term care and financial security of a loved one with special needs without jeopardizing their eligibility for government benefits.
• Trust & Estates Litigation: Providing legal representation in disputes involving trusts and estates, such as will contests, trustee misconduct, or claims of undue influence.
• Senior Legal Services: Offering a range of legal services tailored to the needs of seniors, including long-term care planning and asset protection.

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Evans & Davis stands out in the California legal landscape due to a number of key features that underscore their commitment to professional excellence and client satisfaction.

• Comprehensive Expertise: The firm’s broad range of services, from basic wills to complex generational skipping trusts and business succession planning, positions them as a full-service partner for all estate and business planning needs. This prevents the need for clients to seek out multiple legal experts.
• Client-Centered Experience: As evidenced by client testimonials, the firm is known for making a complex process "easy." The staff, including individuals like Mitch, Ryan, Lauren, and John Weaver, are praised for being organized, professional, and knowledgeable, which alleviates client anxiety.
• Referral-Based Trust: The fact that the firm is recommended by financial planners and happy customers speaks to its reputation and the quality of its work. A recommendation from a trusted financial professional is a powerful endorsement in this field.
• Proactive Communication: The reviews highlight the firm's ability to keep things "moving" and to make it simple for clients to receive additional information. This proactive communication and responsiveness are key to a positive client experience.
• Specialized Knowledge: The firm’s expertise in niche areas like Generational Skipping Trusts, Family Limited Partnerships, and Special Needs Planning demonstrates a high level of sophistication and an ability to handle complex and sensitive matters.
• Accessibility: The firm’s physical office is designed with client comfort in mind, including a wheelchair accessible entrance and parking lot, which shows a practical consideration for the needs of all clients.

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To get in touch with Evans & Davis and schedule a consultation, you can use the following contact information. Appointments are recommended to ensure you receive a thorough and personalized consultation.

• Address: 2100 Geng Rd Suite 210, Palo Alto, CA 94303, USA
• Phone: (415) 244-2398
• Mobile Phone: +1 415-244-2398

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For residents of California, particularly those in the Palo Alto area, selecting the right law firm for estate planning is a decision with long-lasting consequences. Evans & Davis is a firm worth choosing for its unique combination of comprehensive expertise, proven professionalism, and a client-centered approach that makes a difficult process manageable.

The most significant reason to choose Evans & Davis is their reputation for professional excellence, which is validated not just by their services but by the people who have used them. The reviews from real customers who were glad they chose this firm over others and were "so happy to have completed this important step" are a powerful testament to their effectiveness. The praise for attorneys like John Weaver, who made clients "feel at ease" and the process "simple," speaks directly to the firm’s ability to handle sensitive matters with a calming and professional demeanor. This level of service is invaluable when dealing with family-related legal issues.

Furthermore, the firm’s comprehensive service offerings provide a major advantage. Instead of seeking out separate attorneys for estate planning, business succession, or probate administration, clients can rely on Evans & Davis as a single, knowledgeable source. This holistic approach ensures that all aspects of a client's financial and personal affairs are considered in a coordinated manner, which can prevent potential conflicts and oversights down the line. Their expertise in niche areas, such as special needs planning and various types of trusts, also demonstrates a high level of legal sophistication that is crucial for clients with complex needs.

Finally, the firm’s emphasis on organization, communication, and accessibility shows a genuine commitment to the client experience. They understand that their role is to facilitate a process that is often complex and stressful. By being organized and communicative, they allow clients to feel informed and in control. For anyone in California looking for a law firm that combines top-tier expertise with a genuinely positive and reassuring client experience, Evans & Davis is an exceptional choice.

Evans & Davis

2100 Geng Rd Suite 210, Palo Alto, CA 94303, USA