Business Details
Founded in 1969, Poyner & Poyner has been a trusted name in estate planning for over 50 years. Roger W. Poyner, a pioneer in living trusts, established the practice with a commitment to excellence and client-focused service. Today, under the leadership of Jessica J. Poyner, a Certified Specialist in Trust, Estate, and Probate Law, we continue this legacy. Our team tailors estate plans to meet each clients unique needs, ensuring clarity and peace of mind. We serve a diverse clientele, from executives to young families, across the Bay Area. Our reputation is built on expertise, integrity, and a deep understanding of the emotional and practical aspects of estate planning.
With decades of combined experience, we guide families through wealth transfers, estate administration, and probate with compassion and precision. Jessicas recognition as a Super Lawyer and her rigorous certification underscore our dedication to professionalism. We take pride in preserving our founders vision while adapting to the evolving needs of our clients. Whether crafting trusts, administering estates, or resolving specific legal issues, we provide personalized solutions with care. Our long-standing presence in California reflects our commitment to serving the community with trust and excellence.
With decades of combined experience, we guide families through wealth transfers, estate administration, and probate with compassion and precision. Jessicas recognition as a Super Lawyer and her rigorous certification underscore our dedication to professionalism. We take pride in preserving our founders vision while adapting to the evolving needs of our clients. Whether crafting trusts, administering estates, or resolving specific legal issues, we provide personalized solutions with care. Our long-standing presence in California reflects our commitment to serving the community with trust and excellence.
Services
Estate Planning
Estate Administration
Trusts & Wills
Probate Proceedings
Trust Amendments
Power of Attorney
Health Care Directives
Property Transfers
Tax Return Preparation
Fiduciary Accounting
Highlights and features
- We have over 50 years of estate planning experience.
- Our lead attorney is a Certified Specialist in Trust, Estate, and Probate Law.
- We tailor estate plans to fit each clients unique needs.
- We offer free 15-minute consultations for new clients.
- We guide families through wealth transfers with clarity and compassion.
Services
Estate Planning
We craft personalized estate plans, including trusts, wills, and powers of attorney, tailored to your unique goals. Our team ensures your assets are distributed according to your wishes while minimizing legal complications. From simple probate avoidance to complex generational trusts, we provide comprehensive solutions.
Estate Administration
We guide trustees through post-death responsibilities, including tax filings, property transfers, and fiduciary accounting. Our expertise ensures compliance with California laws while preserving your estates value. Whether continuing a trust or distributing assets, we offer clear, compassionate support.
Probate Proceedings
For estates without trusts or wills, we assist with formal probate proceedings as outlined by California law. Our team represents you in court to resolve disputes and ensure assets reach rightful heirs. We handle all legal complexities so you can focus on what matters most.
Trusts & Wills
We prepare legally sound trusts and wills to protect your legacy and provide for your loved ones. Our documents include declarations of trust, amendments, and advance health care directives. Each plan is designed to reflect your values and safeguard your familys future.
Specific Issues
We address beneficiary rights, powers of attorney, and other estate-related concerns with personalized advice. Our team clarifies legal options and helps you navigate complex situations. Whether resolving disputes or ensuring compliance, we provide expert guidance every step of the way.
