Protecting your family is everything

Estate Planning is the natural first step

Corporate Group Classes

About Us

A Pleasanton, California estate planning firm that helps you understand your every option whether it concerns estate planning, probate, or other legal needs.

When you are making plans for your family, you need an estate plan that has been properly drafted and accounts for any potential issues that may arise.  We offer a complete range of estate planning services in the greater Bay Area and throughout some areas in California. We have the knowledge and the resources to effectively handle your immediate and long-term planning needs.

The Law Offices of Daniela Lungu provides experienced services in complex areas of estate planning, including wills and trusts, probate, elder law, asset protection, and other matters. Attorney Daniela Lungu strives to help each client accomplish immediate and long-term estate planning goals.

When you visit or call our office, we want you to feel comfortable discussing all important issues concerning both you and your family. We want to arm you with the information you need to make an informed decision about you and your family’s future and have many resources at our disposal.

 

Areas of Expertise

Estate Planning

We’re here to show you how we can help protect your family, reduce taxes, and avoid probate.  Protecting your assets, helping with wealth transfer, and assisting with beneficiaries’ property is just the start. We build a relationship with you to protect your whole estate.

 

Wills and Trusts

Wills & Trusts

Planning is for the living. Implementing a trust now is your last chance to ensure that the beneficiaries you choose inherit what and how you choose, without the need for court intervention.

 

Estate Planning for Pets

Estate Planning for Pets

We pride ourselves in our estate planning for pets. We take a whole family approach when we devise a plan that best fits your family’s needs.

 

In-person Classes

Online Classes

years of business

clients we help per year

What to Expect

  • We provide custom solutions based on your specific needs and family dynamics
  • You and your family are our top priority
  • We guide you through the estate planning process
  • You ultimately are protecting not only your estate but also your family
  • We go above and beyond to bring you and your family peace of mind
  • A solid estate plan protects your family as well as the assets that you accumulated while alive

Book A Corporate Event

Our educational class offers a benefit to employers and employees. This informative class leads you through the world of wills, trusts, and estate planning, helping you make informed decisions about your own assets and family structures.  Knowing what options exist, planning in advance of need gives you and your employees peace of mind. Our goal is to help your employees be educated about the process, so they know how to take care of their families better.

 

We are so much more than Estate Planning

We’re your journey towards peace of mind

Wills and Trusts
Estate Planning for Pets

Estate Planning through our practice

provides overall protection for your whole estate, not just part.

Daniela guided us through the entire process, explaining each step and answering all our questions during the meeting and follow-up by email. Very happy with her service

I am in CA (San Jose) and appreciate the response even though the seminar has ended.  Your passion and knowledge about estate planning really came through in the webinar.  Thank you for taking the time to talk to all of us.

I did attend your webinar and it was one of the best, most informative webinars I’ve ever attended.  You are a dynamic speaker and kept the topic fresh and entertaining.  Who would have thought that estate planning would be entertaining.”

I took part in a presentation Daniela presented for PG&E employees back in 2019 and was so impressed with Daniela in the presentation that I called her after, set up an appointment and the rest is history…..I now have all my Estate Planning. I can resoundingly highly recommend Daniela for your estate planning needs. She is super experienced at this, great to work with, thorough, excellent. One of the best decisions I ever made. I now have peace of mind.

Organizations We Work With

lab

Estate Planning for Pets

Family is everything, and we pride ourselves on our estate planning for pets. We take a whole family approach when we devise a plan that best fits your family’s needs. 

People often wonder what will happen to their pets, not knowing you can put a trust in place for them. Estate planning is not just for seniors or aging parents; it’s for the whole family. Newer generations are thoughtfully planning out and securing their assets, their estates. 

Your estate is

our top priority

 

Zoom Webinars
Estate Planning
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    Let’s work Together!

    Address

    4695 Chabot Drive, Ste 200

    Pleasanton, CA 94588

    Phone

    (925) 558-2710

    Fax

    (925) 558-2701