Business Details
18 Years
experience
Estate Planning Lawyers in San Francisco, CA
Heather Robertson Law was founded in 2008 by Heather Robertson, a seasoned estate planning attorney with over two decades of legal expertise. Our practice was built on the principle that estate planning should be accessible, transparent, and tailored to each family's unique needs. We specialize in crafting comprehensive estate plans that protect assets, ensure guardianship for minors, and avoid probate, all at a flat fee with no hidden costs. Our attorneys, Heather Robertson and Lisa-Jane Roberton, bring decades of combined experience in navigating complex family dynamics, tax implications, and state-specific laws.We prioritize personalized service, guiding clients through every step of the planning process with clarity and compassion. Our commitment to excellence has earned us the trust of families across Marin County and San Francisco, as evidenced by numerous testimonials highlighting our responsiveness, expertise, and ability to simplify a daunting process.
Services
Living Trust
Will Creation
Durable Power of Attorney
Advance Health Care Directive
Trust Administration
Probate Services
Special Needs Trusts
Guardianship Nominations
Estate Tax Planning
Trust Funding Assistance
Details
- Year established: 2008
Highlights and features
- We offer personalized estate plans tailored to complex family dynamics and asset structures.
- Our flat-fee pricing ensures transparency with no hidden charges for core services.
- Expertise in handling estates over $10 million subject to tax laws.
- Comprehensive services include trust administration, probate avoidance, and special needs planning.
- Attorneys with decades of combined experience in estate law and client-focused service.
What people say
Personalized estate plans
Knowledgeable and thorough
Made the process easier
Excellent work
Peace of mind
Services
Living Trust
A living trust ensures seamless asset transfer while avoiding probate. Our attorneys customize trusts to protect real estate, investments, and personal property. Clients receive guidance on funding the trust and updating beneficiary designations for long-term security.
Will Creation
We draft legally binding wills to outline asset distribution and guardianship preferences. Our process includes reviewing family dynamics and state requirements to ensure clarity. Wills are integrated with broader estate plans for comprehensive protection.
Trust Administration
Our team administers trusts with transparent flat-fee or hourly pricing. Services include asset inventory, tax filings, and distribution coordination. We simplify post-death trust management to reduce stress for beneficiaries while maintaining legal compliance.
Probate Services
We guide executors through California's probate process, minimizing delays and costs. Our services include court filings, debt settlement, and asset distribution. Proactive planning consultations help future clients avoid probate through trust-based strategies.
Special Needs Trusts
These trusts protect assets for beneficiaries with disabilities without affecting government benefits. We structure plans to cover medical expenses and quality-of-life needs. Ongoing legal support ensures compliance with evolving regulations and family circumstances.
People
Heather Robertson
Founding Attorney
Heather founded the firm in 2008 after working at international law firms. She specializes in complex estate plans for blended families and high-net-worth clients. Her approach combines legal precision with compassionate guidance to protect clients' legacies.
Lisa-Jane Roberton
Partner
Lisa-Jane joined in 2024, bringing expertise in personalized estate solutions. She focuses on simplifying the planning process for first-time clients while addressing unique family dynamics. Her warm, thorough approach has earned consistent client praise for accessibility and attention to detail.
Questions
What's included in your flat-fee estate plan?
Our flat-fee plan includes a living trust, will, durable power of attorney, health care directive, guardianship nomination, and trust funding assistance for CA real estate.
How do you handle complex family situations?
We specialize in blended families, special needs children, and multi-state property holdings. Each plan is customized to address unique dynamics while ensuring legal compliance and asset protection.
Can you help avoid probate?
Yes, properly structured trusts allow assets to transfer directly to beneficiaries without probate court involvement, saving time, costs, and maintaining privacy for your family.
What are your hourly rates for additional services?
Senior attorneys charge $650/hour, junior attorneys $450/hour, and legal assistants $185/hour for trust administration, probate, or specialized planning beyond the flat-fee package.
How long does the estate planning process take?
Most plans complete in 2-4 weeks. We accommodated one client's urgent need within two weeks to finalize guardianship before international travel with minor children.
