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Shirley Tam Law Offices
- 111 N Market St, San Jose, CA 95113

Attorney ★5.0

111 N Market St, San Jose, CA 95113, USA

5.0
Shirley Tam is a very professional, dedicated and effective estate planning attorney. My comments are based on my experience working with her while helping my brother and his wife in their estate planning process. Initially, we selected Shirley because she is bilingual and fluent in Cantonese, the language preferred by my brother and his wife. Soon, we were impressed by her knowledge, efficiency and attention to details. Shirley patiently guided and assisted us throughout the process, from gathering asset information, filling out forms to answering numerous questions. She promptly responded to our concerns and inquiries through emails. I live out of state from California. She accommodated my scheduled family visit for the initial consultation and kept me informed of the progress so I can help my brother and his wife have a better understanding of the process. Her empathy and caring attitude greatly eased our anxiety. My brother and his wife are very happy with the results of the estate plans she set up for them. I would highly recommend Shirley to anyone looking for a professional estate planning attorney. - Alice Chan
Shirley Tam Law Offices Overview Intro Services Detail Photos Location Reviews

Shirley Tam Law Offices Introduce

For residents of California, particularly in the diverse communities of the Bay Area, securing one's financial and personal legacy is a critical task. When it comes to complex matters like estate planning, trusts, and taxes, having an attorney who is not only a legal expert but also a compassionate and effective communicator is essential. In this guide, we will explore the practice of Shirley Tam Law Offices, a highly-regarded firm in San Jose, CA. Known for her professionalism, deep knowledge, and empathetic approach, Shirley Tam has become a go-to resource for individuals and families seeking expert legal guidance in estate planning and tax matters. Her ability to serve a bilingual clientele further highlights her commitment to the diverse needs of the local community.

Shirley Tam is a dedicated and highly effective attorney whose practice is built on a foundation of professional excellence and client-centered service. As noted in a client review, she is "very professional, dedicated and effective." Her expertise is particularly strong in the areas of estate planning, a field that requires precision, knowledge, and a human touch. One of her significant advantages is her bilingual fluency in Cantonese, which makes her an ideal choice for clients who prefer to communicate in that language. This linguistic ability, combined with her "empathy and caring attitude," helps ease the anxiety that often accompanies legal proceedings, as noted by a client assisting their family members.

The firm’s reputation is further solidified by its responsive and detailed approach. Clients praise her for her efficiency, "attention to details," and prompt responses to inquiries. Whether it's gathering asset information, preparing forms, or answering numerous questions, Shirley Tam provides a patient and thorough service. Her ability to tailor her communication to each client's specific needs, as mentioned in a separate review, ensures that everyone involved in a multi-person meeting, such as family members, has a clear understanding of the process. This level of personalized service and commitment to clarity sets her apart as a trusted legal partner.

Location and Accessibility

The Shirley Tam Law Offices are conveniently located in a prime downtown area of San Jose, making them easily accessible for residents throughout Santa Clara County and the broader Bay Area. The address is 111 N Market St, San Jose, CA 95113, USA. This central location in a major business district ensures that the office is straightforward to find and visit, whether you are coming from within San Jose or from neighboring cities like Campbell, Los Gatos, or Santa Clara.

The office is committed to providing a comfortable and accessible environment for all clients. The building is equipped with a wheelchair-accessible entrance and a wheelchair-accessible parking lot, which are essential features for individuals with mobility challenges. Additionally, there is a wheelchair-accessible restroom, further enhancing the convenience for all visitors. The office also features a standard restroom for all clients' use. This attention to accessibility demonstrates a dedication to serving the entire community with respect and consideration.

To ensure that every client receives the dedicated attention they deserve, the firm operates on an appointments-recommended basis. This scheduling practice allows Shirley Tam and her team to prepare for each consultation and dedicate the necessary time to fully understand and address a client's specific legal needs. By making an appointment, you can be confident that your visit will be productive, focused, and tailored to your unique situation.

Services Offered

Shirley Tam Law Offices provides a comprehensive suite of legal services with a particular emphasis on estate planning and tax matters. These services are designed to help individuals and families protect their assets, plan for the future, and manage complex legal obligations. The core services offered include:

  • Estate Planning: This is a cornerstone of the practice, involving the preparation of essential documents like wills, trusts, and advanced healthcare directives. The firm provides personalized guidance to help clients create a clear and legally sound plan for their assets, healthcare wishes, and the care of their loved ones. A key service in this area is the preparation of a Power Of Attorney, which designates a trusted person to make financial and legal decisions on your behalf.

  • Trusts and Estate Administration: The firm has a deep expertise in handling trusts, from initial setup to administration. They assist with the legal processes involved in managing a trust and, when necessary, with Estate Litigation to resolve disputes. They also provide Probate Administration services, guiding clients through the often-complex process of settling a deceased person's estate.

  • Tax Law and Tax Preparation: Shirley Tam is highly knowledgeable in tax matters related to estates and gifts. Her services include Estate And Gift Tax Planning and the preparation of complex Estate Tax Returns and Gift Tax Returns. This expertise is crucial for minimizing tax liabilities and ensuring compliance with state and federal tax laws, which is a significant benefit for clients with substantial assets.

  • Legal Services and Consultation: The firm offers general legal services and consultation to address a variety of client needs. This allows individuals to discuss their legal concerns and receive professional advice. They are adept at Document Preparation and providing sound counsel for various legal scenarios, acting as a trusted resource for the local community.

Features / Highlights

What makes Shirley Tam Law Offices a top choice for legal services in San Jose are several key features that underscore their professional and client-focused approach:

  • Bilingual Fluency: Shirley Tam’s ability to communicate fluently in Cantonese is a significant and rare asset. This service is invaluable for the Bay Area's diverse communities, ensuring that clients can discuss their legal matters in their preferred language, which builds trust and understanding.

  • Expertise and Attention to Detail: Clients consistently praise her for her knowledge, efficiency, and meticulous attention to detail. In a field where even a small error can have major consequences, this precision is a critical feature that provides clients with confidence in their legal documents.

  • Compassionate and Empathetic Service: Legal matters can be stressful, but Shirley Tam’s "empathy and caring attitude" help to greatly ease client anxiety. She is known for her patient guidance and for taking the time to explain complex legal processes in a clear and understandable manner.

  • Comprehensive Services: The firm's wide range of services, from estate planning to tax preparation and litigation, means that clients can rely on one professional for a variety of their legal needs. This holistic approach simplifies the process for clients and ensures a consistent and cohesive strategy.

  • Accessibility: The office is designed to be accessible to all, with wheelchair-accessible entrances, parking, and restrooms. This thoughtfulness ensures that every client can access their services with comfort and dignity.

  • Responsiveness: The firm’s prompt response to emails and inquiries is a key highlight, demonstrating a commitment to excellent client communication and keeping clients informed of their case's progress.

Contact Information

To schedule a consultation or to learn more about how Shirley Tam Law Offices can assist you with your legal needs, you can use the following contact details:

Address: 111 N Market St, San Jose, CA 95113, USA

Phone: (408) 977-7766

Mobile Phone: +1 408-977-7766

As appointments are recommended, it is best to call ahead to ensure that you can secure a time that works for you and to allow the attorney to prepare for your specific legal inquiry.

What is Worth Choosing

For anyone in California seeking an attorney for estate planning, trusts, or tax matters, Shirley Tam Law Offices is an excellent choice for a variety of compelling reasons. Her specialized expertise and meticulous attention to detail provide the highest level of professional service, giving clients the confidence that their most important legal documents are in expert hands. In a field where even a small oversight can have a major impact, this precision is invaluable.

Furthermore, her bilingual proficiency in Cantonese is a significant benefit for the Bay Area’s diverse population, ensuring that language is not a barrier to receiving quality legal counsel. This, combined with her compassionate and patient approach, creates a comfortable and trusting relationship that is essential when discussing deeply personal and financial matters. She is more than just a legal professional; she is a trusted advisor who helps clients navigate complex processes with ease and clarity.

Finally, the firm’s commitment to accessibility and responsiveness underscores a modern, client-first approach. The combination of comprehensive services, professional expertise, and a genuinely caring attitude makes Shirley Tam a truly worthwhile partner for securing your future. For residents of San Jose and the surrounding communities who want peace of mind about their estate and tax affairs, Shirley Tam Law Offices offers a uniquely effective and empathetic legal service that is hard to match.

Shirley Tam Law Offices Services

  • Attorney

  • Advanced Health Care Directive
  • Consultation Services
  • Document Preparation
  • Estate And Gift Tax Planning
  • Estate Litigation
  • Estate Tax Returns
  • Gift Tax Returns
  • Legal Services
  • Power Of Attorney
  • Probate Administration
  • Tax Law
  • Tax Matters
  • Tax Preparation
  • Trust Administration
  • Trust And Estate

Shirley Tam Law Offices Details

  • Accessibility

  • Wheelchair accessible entrance
  • Wheelchair accessible parking lot
  • Wheelchair accessible restroom
  • Amenities

  • Restroom
  • Planning

  • Appointments recommended

Shirley Tam Law Offices Photos

No photos available at the moment.

Shirley Tam Law Offices Location

Shirley Tam Law Offices

111 N Market St, San Jose, CA 95113, USA

Shirley Tam Law Offices Reviews

An average rating of ★5 from 7 user reviews.

probateestate

★ 5★ 4★ 3★ 2★ 1

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