One standard estate plan (up to $3000.00), unique or special circumstances may require additional charges, which will be discussed upfront.

Hanley Law Firm Background

Hanley Law is a boutique law firm located at 1596 North Coast Highway 101, Encinitas, CA 92024; (619) 924-0260 (phone). Founded by Daniel E. Hanley in San Jose in 1974, his son, Sean Hanley joined the firm as a fellow attorney in 2007 and has continued and expanded Hanley Law since Dan’s passing in 2013. Unlike many of the larger firms, Hanley Law is small by design. Our practice is built on helping our clients in both San Jose and San Diego, achieve their goals with personalized and responsive representation. We believe it’s good business to put our clients’ needs first.

45+ Years of Firm Experience

Formed over forty-five years ago, Hanley Law offers a breadth of knowledge and individualized attention that you simply won’t find at a large firm. Experience has taught us that every situation is unique. We also know that working on a legal matter can be stressful. That’s why we take the time to get to know our clients and counsel them on making smart decisions regarding their future. We’re in business to help individuals and families make the best legal choices available.

Hanley Law Estate Planning Services

The Client gets an estate planning package to protect themselves on incapacity, avoid probate on death and preserve a legacy for the next generation. No two clients are alike. Nor are estate plans. At Hanley Law, we custom tailor each plan based on a client’s unique needs and personal wishes.

What Documents are Included in the Estate Plan: (1) Living Trust; (2) Pour Over Will; (3) Durable Power of Attorney; (4) Advance Healthcare Directive; (5) Certified Abstract of Trust; (6) General Assignment of Assets to Trust; and (7) Trust Transfer Deed. Notary and recording costs excluded.

What is the Process?

Initial Meeting

The initial face-to-face meeting (or online/phone discussion) is a fact-building process, whereby we obtain the information needed to prepare the plan best suited for you. We discuss your objectives and answer any concerns.

Prepare and Review Documents

After we gather the facts about your estate planning wishes, we prepare the estate plan and deliver it to you for review. We can mail, email, or fax these documents for your review, whichever is most convenient for you.  Any changes you have will be incorporated and final documents are then prepared.

“Sign-off” Meeting

The final step is signing the finished documents. We provide witnesses (for your will) and a Notary Public will notarize all the other documents. We travel to the county recorder to record the trust transfer deed into your Living Trust to avoid probate. You’ll receive the documents for your records and we can keep the originals for safe-keeping at no extra cost. Of course, if you ever have a question about your documents, we’re here to answer them.