Over 20 years of Estate, Business and Legacy Planning Experience
Plan for the present and future by forming a proper, efficient and effective estate plan for the benefit of family members for life and beyond.
Affordable Estate Planning Made Easy
An Estate Plan, in most cases, should not cost more than your monthly mortgage payment.
You should Know Exactly What Your Estate Plan Contains
We make your Estate Plan Easy to understand. Our jobs are a lot easier when you know the details of YOUR Estate Plan. When you complete your estate plan will know what your trust function is along with all supporting documentation.
The Law Office of Jeffrey A. Mentzos helps clients walk through the task of setting up their Estate Plans to ensure there is an orderly distribution of assets going to the right parties upon death. If you have assets and wish for those assets to be placed with specific persons and or charitable organizations upon death, CALL ME NOW!!!
- Administering & Closing the Probate or Trust Estate
- Helping to transfer real and personal property into and out of trust
- Inventory and Appraisal
- Asset Distribution/Gift Conveyances
- Potential” Pit-Falls” of Real Property Transfers and Prop 58 Issues.
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Trust Customers
We help greatly reduce the unnecessary cost of Probate for clients. Look at the following to see how much your families estate could pay if there is not an estate plan in place. Pursuant to Probate Code Section 10810, the Estate may be subject to the following fees.
- Four percent on the first one hundred thousand dollars ($100,000).
- Three percent on the next one hundred thousand dollars ($100,000).
- Two percent on the next eight hundred thousand dollars ($800,000).
- One percent on the next nine million dollars ($9,000,000).
- One-half of 1 percent on the next fifteen million dollars ($15,000,000).
- For all amounts above twenty-five million dollars ($25,000,000), a reasonable amount to be determined by the court.
More specifically:
Gross Estate | Attorney’s Fees | Executor’s Comp | TOTAL |
$150,000 | $5,500 | $5,500 | $11,000 |
$200,000 | $7,000 | $7,000 | $14,000 |
$300,000 | $9,000 | $9,000 | $18,000 |
$400,000 | $11,000 | $11,000 | $22,000 |
$500,000 | $13,000 | $13,000 | $26,000 |
$600,000 | $15,000 | $15,000 | $30,000 |
$700,000 | $17,000 | $17,000 | $34,000 |
$800,000 | $19,000 | $19,000 | $38,000 |
$900,000 | $21,000 | $21,000 | $42,000 |
$1,000,000 | $23,000 | $23,000 | $46,000 |
$2,000,000 | $33,000 | $33,000 | $66,000 |
$3,000,000 | $43,000 | $43,000 | $86,000 |
$4,000,000 | $53,000 | $53,000 | $106,000 |
$5,000,000 | $63,000 | $63,000 | $126,000 |
We can help alleviate these costs. Think of your Estate Plan as a single premium insurance policy to avoid these costs later down the road! The Return on Investment is a no brainer here!
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Open An Attorney Jeffrey Law Firm
Trust and estate litigation may be necessary to resolve all types of disputes. At times, the beneficiaries may disagree over an intended inheritance or the validity of the will may be questioned. Today, as our society ages, more challenges are being raised over the capacity of testators, while trustees and fiduciaries often face allegations of misconduct, such as undue influence or elder fraud.
From my neighborhood office in the Morgan Hill to being advisor and trustee to some of the most storied families in California, I have provided legal advice to a phenomenally diverse range of individuals and families. And with all that diversity we’re largely the same when it comes to estate planning. We’re afraid of what will show up in the process, unclear of the expense, and unsure of who to trust with our most personal family information and legacy desires. In returning to offering these services, I seek to support my clients with honesty, transparency and wisdom.Company milestones in 1996
From my neighborhood office in the Morgan Hill to being advisor and trustee to some of the most storied families in California, I have provided legal advice to a phenomenally diverse range of individuals and families. And with all that diversity we’re largely the same when it comes to estate planning. We’re afraid of what will show up in the process, unclear of the expense, and unsure of who to trust with our most personal family information and legacy desires. In returning to offering these services, I seek to support my clients with honesty, transparency and wisdom.
Trust and estate litigation may be necessary to resolve all types of disputes. At times, the beneficiaries may disagree over an intended inheritance or the validity of the will may be questioned. Today, as our society ages, more challenges are being raised over the capacity of testators, while trustees and fiduciaries often face allegations of misconduct, such as undue influence or elder fraud.Company milestones in 2000
Trust and estate litigation may be necessary to resolve all types of disputes. At times, the beneficiaries may disagree over an intended inheritance or the validity of the will may be questioned. Today, as our society ages, more challenges are being raised over the capacity of testators, while trustees and fiduciaries often face allegations of misconduct, such as undue influence or elder fraud.
From my neighborhood office in the Morgan Hill to being advisor and trustee to some of the most storied families in California, I have provided legal advice to a phenomenally diverse range of individuals and families. And with all that diversity we’re largely the same when it comes to estate planning. We’re afraid of what will show up in the process, unclear of the expense, and unsure of who to trust with our most personal family information and legacy desires. In returning to offering these services, I seek to support my clients with honesty, transparency and wisdom.Company milestones in 2005
From my neighborhood office in the Morgan Hill to being advisor and trustee to some of the most storied families in California, I have provided legal advice to a phenomenally diverse range of individuals and families. And with all that diversity we’re largely the same when it comes to estate planning. We’re afraid of what will show up in the process, unclear of the expense, and unsure of who to trust with our most personal family information and legacy desires. In returning to offering these services, I seek to support my clients with honesty, transparency and wisdom.
Trust and estate litigation may be necessary to resolve all types of disputes. At times, the beneficiaries may disagree over an intended inheritance or the validity of the will may be questioned. Today, as our society ages, more challenges are being raised over the capacity of testators, while trustees and fiduciaries often face allegations of misconduct, such as undue influence or elder fraud.Company milestones in 2010
Trust and estate litigation may be necessary to resolve all types of disputes. At times, the beneficiaries may disagree over an intended inheritance or the validity of the will may be questioned. Today, as our society ages, more challenges are being raised over the capacity of testators, while trustees and fiduciaries often face allegations of misconduct, such as undue influence or elder fraud.
From my neighborhood office in the Morgan Hill to being advisor and trustee to some of the most storied families in California, I have provided legal advice to a phenomenally diverse range of individuals and families. And with all that diversity we’re largely the same when it comes to estate planning. We’re afraid of what will show up in the process, unclear of the expense, and unsure of who to trust with our most personal family information and legacy desires. In returning to offering these services, I seek to support my clients with honesty, transparency and wisdom.Company milestones in 2014
From my neighborhood office in the Morgan Hill to being advisor and trustee to some of the most storied families in California, I have provided legal advice to a phenomenally diverse range of individuals and families. And with all that diversity we’re largely the same when it comes to estate planning. We’re afraid of what will show up in the process, unclear of the expense, and unsure of who to trust with our most personal family information and legacy desires. In returning to offering these services, I seek to support my clients with honesty, transparency and wisdom.
Trust and estate litigation may be necessary to resolve all types of disputes. At times, the beneficiaries may disagree over an intended inheritance or the validity of the will may be questioned. Today, as our society ages, more challenges are being raised over the capacity of testators, while trustees and fiduciaries often face allegations of misconduct, such as undue influence or elder fraud.Company milestones in 2016
Trust and estate litigation may be necessary to resolve all types of disputes. At times, the beneficiaries may disagree over an intended inheritance or the validity of the will may be questioned. Today, as our society ages, more challenges are being raised over the capacity of testators, while trustees and fiduciaries often face allegations of misconduct, such as undue influence or elder fraud.
From my neighborhood office in the Morgan Hill to being advisor and trustee to some of the most storied families in California, I have provided legal advice to a phenomenally diverse range of individuals and families. And with all that diversity we’re largely the same when it comes to estate planning. We’re afraid of what will show up in the process, unclear of the expense, and unsure of who to trust with our most personal family information and legacy desires. In returning to offering these services, I seek to support my clients with honesty, transparency and wisdom.Company milestones in 2018
From my neighborhood office in the Morgan Hill to being advisor and trustee to some of the most storied families in California, I have provided legal advice to a phenomenally diverse range of individuals and families. And with all that diversity we’re largely the same when it comes to estate planning. We’re afraid of what will show up in the process, unclear of the expense, and unsure of who to trust with our most personal family information and legacy desires. In returning to offering these services, I seek to support my clients with honesty, transparency and wisdom.
Trust and estate litigation may be necessary to resolve all types of disputes. At times, the beneficiaries may disagree over an intended inheritance or the validity of the will may be questioned. Today, as our society ages, more challenges are being raised over the capacity of testators, while trustees and fiduciaries often face allegations of misconduct, such as undue influence or elder fraud.Company milestones in 2019
Trust and estate litigation may be necessary to resolve all types of disputes. At times, the beneficiaries may disagree over an intended inheritance or the validity of the will may be questioned. Today, as our society ages, more challenges are being raised over the capacity of testators, while trustees and fiduciaries often face allegations of misconduct, such as undue influence or elder fraud.
From my neighborhood office in the Morgan Hill to being advisor and trustee to some of the most storied families in California, I have provided legal advice to a phenomenally diverse range of individuals and families. And with all that diversity we’re largely the same when it comes to estate planning. We’re afraid of what will show up in the process, unclear of the expense, and unsure of who to trust with our most personal family information and legacy desires. In returning to offering these services, I seek to support my clients with honesty, transparency and wisdom.
What People Say
For the past 9 years, Jeff has been instrumental with assisting me in multiple real estate and property transactions, as well as all aspects of my Revocable Living Trust. Also, during the past two years he has provided paramount support in regards to my husband's passing. He has been consistently reliable, professional, and available to answer any questions I have and provide legal advice when needed. I highly recommend his services.
SHANA C.
Jeff and his office has helped me with various aspects of estate planning for over 10 years. I have always received fast, efficient, and friendly service. Jeff is also able to help with real estate issues. I would definitely recommend.
ROBERT A.
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