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Estate Planning Recommendations in SF Bay Area?

Bogleheads • View forum - Investing - Help with Personal Investments - www.bogleheads.org
My FIL is looking for recommendations on an estate planner in the SF Bay Area and/or how to find a good estate planner. When he's talked to lawyers they've mainly just been ready to write up and formalize a strategy drafted by someone else and not actually someone who can come up with the best strategy for estate planning.

He's talked to a couple other companies/family office/advisors, but they generally wanted AUM to "manage" everything and included the estate planning as one of the services.

He's looking for something in between barebones and full service where he can get a plan created that would be optimal and drafted but doesn't lock him into a relationship with AUM yearly fees.

Thanks for any specific recommendations or general advice you can offer.
Date: Dec 10, 2014   


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