Law Office of Cheri E. Michaelis Introduce
Planning for the future is one of the most important steps you can take to protect yourself and your loved ones. In California, a state with complex laws regarding property and inheritance, having a well-structured estate plan is not just a luxury—it's a necessity. This is especially true for residents in the San Jose and broader Silicon Valley area, where diverse assets and family structures require careful and professional legal guidance. The Law Office of Cheri E. Michaelis stands as a pillar of support for individuals and families navigating this crucial process. This comprehensive article will delve into what makes this firm a trusted choice, from its wide range of services to its commitment to client care. We will explore the firm's expertise in estate planning and administration, its accessible location, and the features that highlight its dedication to a client-first approach.
The Law Office of Cheri E. Michaelis is more than just a law firm; it is a dedicated resource for ensuring your wishes are carried out and your legacy is protected. Specializing as an Estate Planning Attorney, Cheri Michaelis and her team are known for their profound knowledge and compassionate approach. They understand that estate planning involves sensitive conversations about family, finances, and the future. By offering a complimentary consultation, the firm provides a risk-free opportunity for potential clients to get to know the team, ask questions, and understand their legal options without any pressure. This initial step is a reflection of their commitment to transparency and building a relationship based on trust. Clients consistently praise Cheri's ability to explain complex legal matters in a simple, understandable way, ensuring you feel confident and in control throughout the entire process.
The Law Office of Cheri E. Michaelis is centrally located at 2570 N First St #200, San Jose, CA 95131, USA. This address places the firm in a professional and easily reachable area of San Jose, making it convenient for clients throughout Silicon Valley and the surrounding communities. The location is well-situated for those traveling from different parts of the city and beyond, providing a stress-free experience for your legal consultations.
Accessibility is a top priority for the firm. The office is equipped with a wheelchair-accessible entrance, a wheelchair-accessible parking lot, and a wheelchair-accessible restroom. These features ensure that the firm can serve all members of the community and that every client feels comfortable and welcomed. For added convenience, a restroom is available on-site. The firm operates on an appointment-required or appointments-recommended basis. This policy ensures that Cheri and her team can dedicate their full, undivided attention to your specific needs, allowing for a thorough and productive meeting. By scheduling in advance, you can be sure that the firm is fully prepared to discuss your unique situation and provide the expert guidance you need from your very first visit.
The Law Office of Cheri E. Michaelis provides an extensive range of legal services tailored to the complexities of estate planning and related areas. Their expertise covers a broad spectrum of needs, from basic to advanced planning.
Comprehensive Estate Planning: The firm specializes in creating a Complete Estate Plan, including the preparation of Wills And Living Trusts, Revocable Trusts, and Trust Amendments. They focus on customizing each plan to meet the client's specific wishes and goals, covering everything from Powers Of Attorney and Advanced Health Care Directives to detailed asset distribution.
Tax and Asset Protection: A key aspect of their work is Tax Planning Strategies. They assist with Estate Tax Planning, Property Tax Planning, and work with clients to minimize the impact of Estate Taxes Probate. Services also include Qualified Personal Residence Trusts and other tools for Estate Planning Asset Preservation and protecting a Taxable Estate.
Trust and Probate Administration: Beyond creating estate plans, the firm provides essential support for Trust Administration Law and Probate/Estate Administration. They guide trustees and executors through the complex legal processes, helping them with the distribution of assets and managing the Probate Process efficiently and compassionately.
Specialized Trusts and Planning: For specific family needs, they offer Special Needs Planning and create Special Needs Trusts and Charitable Trusts. They also assist with Real Property Transfers, ensuring that real property is passed down correctly and without legal complications.
Business Planning: The firm's services extend to Business Formation and Business Succession Planning, providing critical legal support for business owners to ensure a smooth transition of their enterprise. They also handle Contract Preparation for these matters.
Several key features and highlights demonstrate the firm's commitment to excellence and client satisfaction.
Personalized and Compassionate Service: As highlighted in client reviews, the team is "pleasant to work with," "efficient, friendly and informative." Cheri herself is praised for her professionalism and knowledge, and for making clients feel at ease during a sensitive process. This approach ensures a comfortable experience for everyone involved.
Transparent and Fair Pricing: Clients have noted that the firm's fees are "fair and transparent." The offer of a Complimentary Consultation or Free Consultation allows potential clients to understand the costs and process upfront, without any obligation, a practice that builds trust and confidence.
Extensive Expertise: With a focus on Estate Planning, Trust Administration, and Probate Law, the firm offers a depth of knowledge that ensures every detail of your plan is handled with precision. They simplify the process while still providing comprehensive, customized solutions.
Effective and Responsive Team: Clients praise the entire team, including staff members like Ashley, for their efficiency and clarity. The firm ensures that all questions are answered and that clients are kept informed at every step of the process.
For all your estate planning and probate needs, you can contact the Law Office of Cheri E. Michaelis directly.
Address: 2570 N First St #200, San Jose, CA 95131, USA
Phone: (408) 228-4754
Choosing the right estate planning attorney is a significant decision. What is worth choosing about the Law Office of Cheri E. Michaelis is the perfect blend of expertise, accessibility, and genuine client care. As one reviewer aptly put it, Cheri "should be your first attorney to consider!" The firm's offer of a free consultation reflects its confidence and commitment to helping you feel comfortable with your choice. The extensive list of services, from Basic Estate Planning to advanced tax strategies and business succession, ensures that the firm can meet your legal needs no matter how complex your situation. Furthermore, the firm's transparent fees and compassionate, approachable style remove the common anxieties associated with legal services. By choosing this law office, you are not just getting an attorney; you are gaining a trusted partner who is dedicated to effectively preserving your legacy and providing peace of mind for you and your family.
Law Office of Cheri E. Michaelis Services
Estate Planning Attorney
- Advanced Estate Planning
- Advanced Health Care Directives
- Basic Estate Planning
- Business Formation
- Business Succession Planning
- Charitable Trusts
- Client Service
- Complete Estate Plan
- Complimentary Consultation
- Comprehensive Estate Planning
- Contract Preparation
- Customized Estate Plan
- Estate Planning Asset Preservation
- Estate Planning Documents
- Estate Planning Probate Law
- Estate Planning, Trust Administration
- Estate Tax Planning
- Estate Taxes Probate
- Free Consultation
- Grantor Trusts
- Important Estate Planning
- Lawyers Estate Planning
- Powers Of Attorney
- Probate Process
- Probate/Estate Administration
- Property Estate
- Property Tax Planning
- Qualified Personal Residence Trusts
- Real Property Tax
- Real Property Transfers
- Revocable Trusts
- Special Needs Planning
- Special Needs Trusts
- Spendthrift Trusts
- Tax Planning Strategies
- Taxable Estate
- Trust Administration Law
- Trust Administration Wills
- Trust Amendment
- Trusts Trust
- Wills And Living Trusts
Law Office of Cheri E. Michaelis Details
Accessibility
- Wheelchair accessible entrance
- Wheelchair accessible parking lot
- Wheelchair accessible restroom
Amenities
- Restroom
Planning
- Appointment required
- Appointments recommended
Law Office of Cheri E. Michaelis Photos


Law Office of Cheri E. Michaelis Location
Law Office of Cheri E. Michaelis
2570 N First St #200, San Jose, CA 95131, USA
Law Office of Cheri E. Michaelis Reviews
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★ 5★ 4★ 3★ 2★ 1Cheri is so pleasant to work with. Her professionalism and knowledge will meet all your needs for estate planning. Cheri and her team will get your job done effectively. Her fees are fair and transparent. Cheri should be your first attorney to consider!
May 15 · GG Lyn (GG)Had a great meeting with Ashley. She was efficient, friendly and informative. She explained all details and made sure all our questions were answered. Thank you Ashley!
May 14 · Marjan HafeziGlad I found Cheri through my employer, I’ve interviewed other estate attorneys and they didn’t sit well with me, pushy as if they were trying to sell rather than listen to my needs. Completely smooth experience, answered all my questions. Signing went smoothly as well, Ashley was awesome. Thank you for the great experience.
May 31 · Matthew LI had the pleasure of working with Cheri E. Michaelis and her team at the Law Office of Cheri E. Michaelis to set up our family trust. From start to finish, the entire process was seamless and stress-free, thanks to Cheri's professionalism and friendly demeanor.Cheri took the time to listen to our unique needs and answered all of our questions with patience and clarity. She provided us with expert guidance and advice, and made sure that we understood every step of the process. Her attention to detail and thoroughness were impressive, and we felt confident in her expertise throughout the entire process.The team at the Law Office of Cheri E. Michaelis is professional, knowledgeable, and responsive. They were always available to answer our questions and address any concerns we had. We truly appreciate the excellent service we received from Cheri and her team, and we would highly recommend their services to anyone in need of legal advice or assistance.Overall, we had a fantastic experience working with Cheri E. Michaelis and her team, and we are grateful for the peace of mind that comes with knowing our family trust is set up properly. Thank you, Cheri, for your excellent service and professionalism!
April 08 · Steve YangThe entire process was seamless, cost for services provided excellent, friendly and professional team, woman owned firm extremely satisfied would highly recommend for estate planning needs
July 09 · Evelyn Robinson
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