Finch Montgomery Wright has been serving families with their estate planning needs since the early 1980’s. Barbara Wright, the senior partner, has been here the entire time. You can count on us for personalized service and a long-term relationship (if that’s what you want.) Liza Hanks comes to the firm after years of working directly with clients in solo practices and at other high-end Palo Alto law firms, and after serving as Adjunct Faculty at Santa Clara University Law School, where she team-taught Estate Taxation and Planning.
Whether you come to us new to estate planning or have changes to make to your existing documents, we will make sure that your estate plan is up to date, written in understandable terms and reflects your family’s issues and concerns.
All our drafting and client consultation is done by one of us. Your work is not farmed out to paralegals or associates. We have specific expertise in estate planning as well as estate and gift taxation, trust administration and probate, planning for children with special needs, planning for incapacity, and structuring wealth transfers to charitable and non-charitable recipients.
Please feel free to call 650-327-0888 or email us with your questions and concerns.