Hales & George is a family-owned law practice serving thousands of clients since 1972. Our experienced attorneys specialize in estate planning, trust administration, probate, estate & gift tax, and business planning. Santa Clara estate planning planning. The success of our firm depends on the dedication of the people behind it.
The Hales & George team is composed of highly trained and experienced professionals who deliver first-class service to our clients. The Hales & George team is composed of highly-trained and experienced professionals who strive to deliver first class service to our clients. Hales & George Law Firm provides clients with high-quality Estate and Business Planning services.
The Hales & George team is composed of highly trained and experienced professionals who deliver first-class service to our clients. The Hales & George team is composed of highly-trained and experienced professionals who strive to deliver first class service to our clients. Hales & George Law Firm provides clients with high-quality Estate and Business Planning services.
Services
Hales & George is a family-owned law practice serving clients and the community since 1972. We have a long tradition of advising our clients with compassion to help minimize estate taxes and capital gains taxes, control the distribution of assets, and avoid court involvement.
Our attorneys work closely with our clients to understand their unique circumstances and offer creative and innovative solutions to ensure assets are protected and family harmony is maintained.Our team includes members of many professional organizations, including the State Bar of California, the Santa Clara Bar Association, the Silicon Valley Bar Association and the Santa Clara County Estate Planning Council.
Our attorneys work closely with our clients to understand their unique circumstances and offer creative and innovative solutions to ensure assets are protected and family harmony is maintained.Our team includes members of many professional organizations, including the State Bar of California, the Santa Clara Bar Association, the Silicon Valley Bar Association and the Santa Clara County Estate Planning Council.
Jan Marie is certified by the State Bar of California Board of Legal Specialization as a Certified Specialist in Estate Planning, Trust and Probate Law. Bill's legal career began after his award-winning service with the office of the U.S Secretary of the Interior and his career as a political consultant in Virginia and Washington, D.C.
Estate planning focuses on avoiding expensive legal procedures like Probate and Conservatorships while ensuring your estate passes to the intended beneficiaries. Well-designed estate plans help to minimize or avoid taxes imposed at death, guarantee distribution of assets in accordance with the wishes of the deceased, and include provisions and documents to avoid costly legal procedures that may arise due to incapacity.
Reviews (8)
Conni Brennan
Apr 17, 2021
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Update: increased rating by 1 star. Within 24 hours of this review I received a response and an apology from the office manager/paralegal Christine. Will update accordingly as we continue this process.
Well my father passed and at first everything seemed to be handled well-ish. Despite the fact that they (per my aunt) botched my grandmothers trust. And I do believe my aunt that the trust was incorrect per my grandmothers wishes. And now my dad has passed and we are in probate and my messages are not being responded to. I’m not sold on this being a reputable firm at this point. We have Jan handling
Well my father passed and at first everything seemed to be handled well-ish. Despite the fact that they (per my aunt) botched my grandmothers trust. And I do believe my aunt that the trust was incorrect per my grandmothers wishes. And now my dad has passed and we are in probate and my messages are not being responded to. I’m not sold on this being a reputable firm at this point. We have Jan handling
Xiomara Gotch
Oct 16, 2020
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Jan Marie Hales helped my husband and me create an Estate Plan for our new blended family. Jan explained in easy terms how to manage who gets what, and when and how the resources will be allocated. Estate Planning is imperative to avoid probate and all the cumbersome and expensive processes if you don’t have one.
Jan was very professional and patient walking us through the trust structure and the process. For us it was crucial that our children and grandchildren avoid any uncertainty as to their inheritance. With Jan’s expertise, we feel confident that we did the right thing with our trust
Jan was very professional and patient walking us through the trust structure and the process. For us it was crucial that our children and grandchildren avoid any uncertainty as to their inheritance. With Jan’s expertise, we feel confident that we did the right thing with our trust
Alex R.
May 23, 2020
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Thank you Jan Hales for your attention to detail and professionalism in getting my Living Trust put together so quickly! I highly recommend their service. Jan and her staff are amazing and on top of it. They are extremely knowledgeable with a broad set of topics and complexities for every personal situation in-state and out of state. This combination of experience, mixed with the passion to do it right, and a customized experience went above and beyond what my high expectations. Thank you Hales and George!!
Amanda H.
Feb 22, 2016
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Jan Hales set up a Living Trust for my family, really quickly as we didn't have a will set up, and my husband was about to go into hospital for a big operation.
The attorneys there have many years experience and are very knowledgeable. They were friendly, courteous and caring, and did a great job. It's a lovely family law firm.
The attorneys there have many years experience and are very knowledgeable. They were friendly, courteous and caring, and did a great job. It's a lovely family law firm.
Amy G.
Feb 21, 2016
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Jan did an incredible job with setting up a trust fund for my family. We truly appreciate her hard work, and diligent efforts to accommodate all of our requests. She was very nice, understanding, and regarded every detail of our trust plan. After the first meeting, she got back to us very quickly. I was so pleased! Thank you for you support... She's great!
John S.
Feb 17, 2016
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I was blown away at the professionalism exhibited by Jan Hales when preparing my trust. She went above and beyond expectations and would definitely recommend her to anyone else interested in getting their estate planning completed. She is a certified specialist in the field and has been practicing for nearly 30 years, nobody knows estate planning and trust administration like her in all of silicon valley
Susan Steffens
Dec 05, 2013
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Mike V.
Oct 20, 2013
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Excellent service in preparing my will. Everyone at the office was very friendly and helpful. The attorney was excellent at explaining all of the different options and provided excellent guidance on what would work best for my particular needs. I highly recommend Hales & George for any estate planning needs.
