Estate Planning, Wills, and Trusts
We help you preserve your story: who you loved, how you lived, and the legacy you leave.

Estate Planning Attorney Oakland, CA

Von Rock Law’s team is here to help our clients in Oakland, CA, preserve their stories, including who they loved, how they lived, and the legacies they leave.

We know that your future peace of mind and your loved ones’ well-being can depend on effective estate planning. Our team of expert family law attorneys is here to give you a hand in setting up the right estate plan for your unique situation!

Our team in Oakland, CA, can help you customize the perfect estate plan, whether you want to protect your loved ones in the event of death or grant authorization to a trusted individual or organization to make important financial or medical decisions if a disability does not allow you to do so.

Through our personalized estate planning process, every step you take now can help you meet your future goals, even when you are no longer here. Our team will discuss your goals and analyze your situation to create an effective plan to transfer your wealth to your family members and protect them and their futures.

We give you all the tools you need to pass on your precious assets, wisdom, and values ​​to your successors.

Whether you are looking to create your estate plan for the first time or need to update the one you already have, an estate planning attorney in Oakland, CA, can help you! Don’t hesitate to contact us! We make the process easy!

What Our Estate Plan Includes

Our estate plan includes a last will, revocable living trust, durable power of attorney, and advanced directives to communicate your health care decisions. Our attorneys are experienced and help to provide a hassle-free and professional experience!

Living Trust

We help you put your precious goods and assets under the control of a trust during your lifetime.


With our team’s help, you can set your wishes on how your property or estate should be handled after your death.

Durable Power of Attorney

We help you create this document to authorize the person or organization you trust most to make legal and financial decisions on your behalf if you can’t make them for yourself.

Advanced Health Care Directive

With this legal document, you can choose a trustworthy person who will handle your medical decisions if you cannot do so due to a disability.

Pick the Right Estate Planning Option for You

Do you need an estate planning attorney in Oakland, CA? Von Rock Law offers different options for you, regardless of the size of your wealth or the number of beneficiaries.

Custom Estate Plan

With this plan, you can choose who will manage the trust after your death or how you want to distribute your assets to your successors.

Deluxe Custom Estate Plan

Does your estate exceed the tax threshold, or are you looking for sophisticated planning solutions? This plan has everything you need! Also, if you choose this option, we can help you with other issues, such as multiple real estate holdings and blended families!

College Care Plan

With this plan, parents get authorization to make medical, financial, or legal decisions on behalf of their 18+ children.

Book a Free Estate Planning Consultation Today!

If you want to start your estate planning process to protect your wealth and loved ones, give us a call and tell us your story today!

Estate Planning FAQ

Do I need an estate plan?

In short, yes. Death is unavoidable. An estate plan protects not only your family and assets, but will also give you peace of mind that your assets will be properly managed when you are gone.

What is an estate plan?

An estate plan created by Von Rock Law is a solution to protecting and preserving your estate in the case that you die or become incapacitated. It contains the following legal documents:

Living Trust

A legal document that places some or all of your assets in the control of a trust during your lifetime


A legal declaration of a person’s wishes regarding the disposal of their property or estate after death

Durable Power of Attorney

A durable power of attorney refers to a power of attorney which typically remains in effect until the death of the principal or until the document is revoked. A durable power of attorney, the durability of which must be explicitly stated, remains valid even in the event the principal is unable to make personal decisions due to incapacity.

Advanced Health Care Directive

A legal document that explains how you want medical decisions about you to be made if you cannot make the decisions yourself. An advance directive lets your health care team and loved ones know what kind of health care you want, or who you want to make decisions for you when you can’t.

Why do I need an Estate Plan?

An estate plan not only ensures your family and assets are protected in the case you die or become incapacitated, but it also helps your estate avoid being subjected to probate, a long and costly process. 

Custom Estate Plans, Flat-fee pricing

Our Custom Estate Plan is a comprehensive trust-based estate plan which is appropriate for most estates including those with minor children or other minor beneficiaries, for those requiring protections for beneficiaries and for blended families. This estate plan works toward eliminating probate court proceedings, appointing successors to manage the Trust after your death, and directs the distribution of your assets.

Custom Estate Plan

for most estates
** 2 documents, 1 for each partner

One 30 minute consultation meeting by telephone, video conference or in person

Revocable Living Trust

Certification of Living Trust

Last Will & Testament **

Durable Power of Attorney **

Advanced Health Care Directive **

Authorization of Release of Medical Records (“HIPAA”) **

Assignment of Personal Property **

Personal Property Memorandum **

Trust Transfer Deed (one property)

Recording Deed with county recorder

One opportunity to request edits to above documents with respect to client-provided information

Recording fees included

Preliminary Change of Ownership Report

Final signing meeting

Complete instructions regarding plan

Notary fees included

Personalized estate planning binder with all original documents

Digital PDF copies of your entire plan

Additional Deeds with ancillary documents and recording fees begin at $1000 for California properties and for out of state US properties, subject to confirmation of non-California recording fees.

Estate Planning+

Subscription Add-On
$1500 Annually
Five FREE Maintenance Billable Hours

Up to five hours with our staff for emails, phone calls, zooms or in person meetings to address your questions regarding the maintenance of your estate plan, funding, coordination with agents, potential amendments, family meetings or other ongoing trust maintenance concerns.

Exclusive Invitations
Invitations to programs of interest regarding estate planning, wealth management, elder care, trust administration and a wealth of related trust and estate matters.
Discount on Future Billable Hours

A 5% discount on billable matters for which you may further retain us, such as drafting additional plan documents and amendments, or for another practice area.

Deluxe Custom Estate Plan

For Estates exceeding the estate tax threshold

Deluxe custom estate plans are appropriate for individuals with substantial assets and sophisticated planning needs, and who require estate tax planning features for estates exceeding the estate tax threshold of $12,060,000 for individuals or $24,120,000 in community property for married couples. These plans include all of the offerings of the Custom Estate plan, but will also address such circumstances such as complicated blended families, citizenship issues, multiple real estate holdings, multiple beneficiary designations, integrated special needs trusts, or otherwise more sophisticated distribution plans.

College Care Plan $1750

Ideal plan for college aged students or any adult aged 18 or over with minimal estate planning considerations.

We are offer a college care plan that will allow parents to still be able to act for their 18+ children for medical, financial and legal purposes, and to distribute the child’s assets should the child pre-decease the parent.  This plan includes a Durable Power of Attorney, Advance Health Care Directive, HIPAA and Simple Will which identifies not more than two beneficiaries with outright inheritance.  Further, this plan includes a generic FERPA Consent Form that will authorize parents to communicate with a college regarding the student’s classes, transcripts, grades and more. Many educational institutions will have their own forms for this Consent which may be required, but if not, our standard form should be accepted.


This plan includes a 30 minute consultation and the cost of online notary fees arranged by this office.  Digital and paper copies of the plan documents will be provided.

Estate Plan Review and Revision

A la carte revisions without our Estate Planning+ Subscription

Estate Plan revisions are provided on an hourly basis and estimates of the projected cost are provided to the client before work commences. Simple revisions to Estate Plans are often in the 2 – 3 hour range, with more complex revisions taking longer, bearing in mind that each circumstance is unique.  


PLEASE NOTE – We will not amend plans that we did not draft.  We will prepare re-statements of Trusts and new documents for planning documents we did not generate.

Tell us your story

Schedule your free consultation

Words from our clients

Many of us know that we should have a current and comprehensive plan when it comes to personal Estate Planning and Management, but often we have not had time to consult a lawyer, update our plan, or find ourselves in an emergency situation, where preparing an estate plan can no longer wait. Regardless of which category you may find yourself, Von Rock Law can help. Deidre and Nora offer top-notch legal expertise. Their legal acumen, ability to actively listen to your goals, evaluate your needs, and provide a clear and concise overview of your legal options is exceptional. This hands on, personalized approach allows them to prepare an estate plan that is customized to your needs. When you meet with Deidre and Nora, you have their undivided attention, they are prepared, they are upfront (and accurate) about the scope of work involved, and perhaps most importantly, they are interested and mindful of you, your life, and your time.

Sasha C.