Business Details
50+ Years
experience
Trusted Estate Planning & Real Estate Lawyers in San Francisco
Paolini & Mori is a boutique law firm dedicated to providing exceptional legal representation in estate planning, probate and trust administration, real estate transactions, and business law. Founded in 1951 by Ezio M. Paolini, our firm has built a legacy of serving the San Francisco Bay Area, with a particular focus on the Italian-American community. Our attorneys combine over 60 years of combined experience with personalized service, investing time to understand each client's unique needs and objectives.We prioritize tailored solutions, whether crafting estate plans, navigating probate processes, or facilitating real estate transactions. As both attorneys and licensed real estate professionals, we offer unique expertise in real estate law, ensuring comprehensive guidance from contract negotiation to closing. Our commitment to excellence is reflected in our AV Preeminent peer rating and consistent client recognition for professionalism, accessibility, and compassionate representation across generations.
Services
Estate Planning
Probate Administration
Trust Administration
Real Estate Transactions
Business Law
Details
- Year established: 1951
Highlights and features
- Over 60 years of combined legal experience in estate and real estate law
- Personalized service with multi-generational client relationships
- Dual expertise as attorneys and licensed California real estate brokers
- Specialized focus on Italian-American community legal needs
- AV Preeminent-rated attorneys for legal excellence and ethics
Associations and certifications
- Martindale-Hubbell AV Preeminent
What people say
Perfect combination of real estate and legal experience
Professional and compassionate representation
Extensive network of service providers
Patient and knowledgeable guidance
Efficient and responsive service
Services
Estate Planning
We create customized estate plans addressing wills, trusts, and advanced directives. Our attorneys consider tax implications and family dynamics to protect assets and ensure client wishes are fulfilled. Services include revocable trusts, durable powers of attorney, and healthcare directives tailored to individual circumstances.
Probate Administration
Our firm handles probate matters for estates of all sizes, including property sales and tax considerations. We represent clients in multiple Bay Area counties and offer integrated real estate services through our licensed broker-attorney to streamline estate property transactions.
Real Estate Transactions
We provide full-service real estate representation for residential and commercial clients. Services include contract drafting, title resolution, and brokerage through our licensed attorney-broker, offering cost-effective solutions for property purchases, sales, and lease agreements.
Trust Administration
Our postmortem trust administration includes asset distribution, tax planning, and document preparation. We coordinate with accountants to resolve tax matters and ensure smooth transfer of assets to beneficiaries while maintaining compliance with legal requirements.
Business Law
We assist with business formation, contract drafting, and commercial transactions. Our services cover entity selection, partnership agreements, lease negotiations, and business dissolution, providing comprehensive legal support for startups and established companies.
People
Anne Marie Paolini-Mori
Partner
Estate planning specialist with decades of experience helping families create tailored trust agreements. Fluent in Italian, she continues her father's legacy of serving the Bay Area's Italian-American community since 1994.
Paul J. Mori
Partner
Dual-qualified attorney and California real estate broker with 15+ years' transaction experience. Specializes in complex real estate deals and 1031 exchanges, combining legal expertise with practical market knowledge to protect client interests.
Questions
What estate planning documents do I need?
We recommend wills, revocable trusts, durable powers of attorney, and healthcare directives. Our attorneys customize these documents to your specific assets and family situation.
How does your firm handle probate cases?
We guide executors through the entire probate process, including court filings, debt settlement, asset distribution, and property sales, with integrated real estate services when needed.
Can you assist with real estate transactions?
Yes, our licensed attorney-broker provides full-service representation for residential and commercial transactions, including contract negotiation, title resolution, and MLS listings.
Do you specialize in any particular client communities?
We have particular expertise serving San Francisco's Italian-American community, with Italian language capabilities and multi-generational client relationships dating to 1951.
What business law services do you offer?
We handle entity formation, contract drafting, commercial leases, and business sales, providing comprehensive legal support for startups and established companies.
