Practice Area 02

Estate Planning

Thoughtful planning to express your wishes, prepare for incapacity, and provide for the people who matter most.

Protecting your legacy

A plan built around your family and your wishes.

A complete estate plan prepares for the unexpected while giving clear direction for the future.

The process begins with the client’s objectives and works backward to the documents, ownership arrangements, and decision-making authority needed to support them. Plans should be reviewed as families, assets, and priorities change.

Without a deliberate plan, default legal rules may determine how property is managed or distributed. D Mallett Law helps individuals and families create documents and strategies shaped around their goals, relationships, and assets.

How the firm can help

  • Wills, trusts, and plan updates
  • Durable powers of attorney and health care directives
  • Planning for parents and minor children
  • Trust, probate, and estate disputes

Comprehensive support

Estate-planning needs the firm can evaluate.

Each plan is developed in context, with attention to incapacity, family protection, privacy, administration, and the possibility of future disagreement.

01

Wills and plan updates

Preparation, review, and revision of wills so that beneficiary choices, personal representatives, and other directions remain current and clearly stated.

02

Revocable and living trusts

Trust planning designed around asset ownership, management during incapacity, privacy, and the orderly transfer of property after death.

03

Powers and health care directives

Durable powers of attorney and advance health care directives that identify trusted decision-makers for financial and medical matters.

04

Planning for parents

Guardian nominations, trusts for young beneficiaries, and coordinated instructions intended to protect minor children and support their financial security.

05

Probate and administration planning

Strategies that may simplify administration, improve privacy, coordinate beneficiary designations, and reduce avoidable court involvement when properly structured.

06

Trust and estate disputes

Counsel regarding fiduciary duties, beneficiary concerns, contested instruments, trust litigation, probate proceedings, and negotiated resolution.

Family figures, a home, keys, and documents representing estate planning
D Mallett Law San Francisco, California

Planning ahead

Reducing uncertainty and preventable complications.

Careful planning can clarify authority, organize transfers, protect privacy, and make administration more manageable for loved ones. The appropriate structure depends on the client’s family, property, objectives, and applicable law.

02

When disputes arise

Documents prepared with conflict in mind.

Experience with trust and estate disagreements helps identify ambiguity and pressure points before documents are signed. When a dispute cannot be avoided, the firm can evaluate the record and available paths toward resolution.

Discuss Your Estate Plan

This information is general and is not legal advice. The appropriate documents, claims, defenses, and strategies depend on the client’s objectives, facts, and applicable law.

Ready to discuss your legal needs?

Clear advice begins with the right questions.

Schedule a consultation with D Mallett Law in San Francisco to discuss your priorities and possible next steps.

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