Wealth preservation and estate planning are important to ensure your family’s needs are met, furthermore granting a peace of mind during a prospectively difficult time. Here at McDowall Cotter, we are here to help you and your family as individually as possible to protect your well being in addition to your assets and estate. 

Our comprehensive estate planning process includes planning for incapacity without probate, and consultations for making well-reasoned decisions whether you are married, have children, are single, or are part of a blended family. Our goal is to provide you with an estate plan that provides for dignity and privacy in the event of incapacity and provides for the efficient and cost effective transfer estate assets in the event of death.

We not only provide insight and guidance during this time of planning, but we make sure you, the client, genuinely understand what your plan is, furthermore putting individuals and their beneficiaries’ needs first. Here at McDowall Cotter, we walk you through every step of your plan, ensuring all parties are on the same page.

We ensure your assets are updated to the highest of standards, and we plan ahead as to what your arrangement will entail specifically within your long-term goals. As your attorney, we establish relationships built on trust and individuality to ensure the validity of your plan.

“Over the years, I have had the opportunity to work with most of the attorneys and staff at McDowall Cotter.  I have found them to be extremely knowledgeable about trust and probate law, responsive, compassionate, professional in their conduct, and dedicated to serving their client’s interests.”

Mark M.

Realtor

If you are in need of an attorney to help you with wealth preservation, civil litigation, or business services, please contact us today or give us a call at our San Mateo office at (650) 572-7933.